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WisdomTree US MidCap Fund
EZM

91 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

10% more funds holding

Funds holding: 83 → 91 (+8)

1% more capital invested

Capital invested by funds: $324M → $326M (+$1.8M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

87.93% less ownership

Funds ownership: 128.8% → 40.87% (-88%)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
35
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.07M
2
SB
Suntrust Banks
Georgia
+$5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
4
Morgan Stanley
Morgan Stanley
New York
+$1.57M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
3AM
3D Asset Management
Connecticut
-$11.6M
2
Bank of America
Bank of America
North Carolina
-$8.44M
3
AIM
Advantage Investment Management
Iowa
-$2.56M
4
AG
Advisor Group
Arizona
-$2.45M
5
UBS Group
UBS Group
Switzerland
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Atria Investments
North Carolina
$371K +$368K +10,513 New
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$370K – – –
SFG
53
StrategIQ Financial Group
Indiana
$353K +$350K +10,002 New
M&T Bank
54
M&T Bank
New York
$328K – – –
RCG
55
Ruggie Capital Group
Florida
$296K – – –
VKH
56
Virtu KCG Holdings
New York
$294K +$292K +8,348 New
CW
57
Cobiz Wealth
Colorado
$289K -$60.1K -1,715 -17%
CA
58
Cornerstone Advisory
Maryland
$287K +$30.1K +860 +12%
S
59
SignatureFD
Georgia
$281K +$279K +7,959 New
BFPW
60
BOK Financial Private Wealth
Colorado
$277K – – –
CAN
61
Cetera Advisor Networks
California
$275K +$273K +7,794 New
SWP
62
Stratos Wealth Partners
Ohio
$251K +$250K +7,125 New
PWAP
63
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$239K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$232K -$10.4K -297 -4%
WA
65
WFG Advisors
Texas
$221K +$52.2K +1,490 +31%
JIC
66
Joel Isaacson & Co
New York
$212K – – –
OWM
67
Orgel Wealth Management
Wisconsin
$207K +$205K +5,860 New
LNC
68
Lincoln National Corp
Pennsylvania
$203K +$201K +5,742 New
BF
69
Blankinship & Foster
California
$203K +$201K +5,753 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$198K -$4.2K -120 -2%
SBL
71
Sargent Bickham Lagudis
Colorado
$152K -$7.46K -213 -5%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$138K – – –
AIM
73
Advantage Investment Management
Iowa
$132K -$2.56M -73,139 -95%
US Bancorp
74
US Bancorp
Minnesota
$106K – – –
CAL
75
Capital Advisors Ltd
Ohio
$79K – – –
1 2
3
4

EZM Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2017, worth a combined $326M — up 0.56% from $324M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 4 closed out — a net gain of 9 holders — while 35 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.07M. The largest seller was 3D Asset Management, cutting an estimated $11.6M.

  • 91 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2017, up from 83 in Q4 2016.
  • Funds reported $326M of WisdomTree US MidCap Fund stock for Q1 2017, up 0.56% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q1 2017 and 4 closed out, a net change of +9 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2017 was Wells Fargo, an estimated $5.07M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2017 was 3D Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2017.