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WisdomTree US MidCap Fund
EZM

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

35% more funds holding

Funds holding: 84 → 113 (+29)

27% more capital invested

Capital invested by funds: $367M → $466M (+$99.3M)

3.68% more ownership

Funds ownership: 42.32% → 46% (+3.7%)

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.1M
2
BFG
Barber Financial Group
Kansas
+$3.54M
3
SB
Suntrust Banks
Georgia
+$2.69M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.73M
5
FLI
Family Legacy Inc
South Carolina
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
ICOA
Investment Centers of America
North Dakota
-$1.71M
2
CA
Cetera Advisors
Colorado
-$926K
3
JP Morgan Chase
JP Morgan Chase
New York
-$873K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$724K
5
VC
Vicus Capital
Pennsylvania
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
AEPG
51
American Economic Planning Group
New Jersey
$617K +$55K +1,432 +10%
AI
52
Atria Investments
North Carolina
$602K +$56K +1,458 +11%
LNC
53
Lincoln National Corp
Pennsylvania
$583K +$564K +14,688 New
FIM
54
Freedom Investment Management
Connecticut
$582K -$69.2K -1,803 -11%
IFWM
55
Institute for Wealth Management
Colorado
$573K +$27.9K +726 +5%
RJA
56
Raymond James & Associates
Florida
$560K -$55.4K -1,443 -9%
HFA
57
HC Financial Advisors
California
$530K +$513K +13,366 New
NWS
58
Newport Wealth Strategies
California
$529K +$498K +12,975 New
SWM
59
SeaCrest Wealth Management
New York
$512K +$496K +12,914 New
CPIG
60
Chicago Partners Investment Group
Illinois
$482K – – –
AW
61
ACG Wealth
Georgia
$478K +$463K +12,050 New
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$454K – – –
CF
63
Centaurus Financial
California
$415K +$401K +10,452 New
RCG
64
Ruggie Capital Group
Florida
$411K +$63.6K +1,656 +19%
FAIM
65
Financial Advocates Investment Management
Washington
$394K +$382K +9,950 New
CA
66
Cornerstone Advisory
Maryland
$375K -$230K -5,999 -39%
M&T Bank
67
M&T Bank
New York
$369K – – –
PTC
68
Private Trust Company
Ohio
$329K -$200K -5,196 -39%
SI
69
SII Investments
Wisconsin
$308K +$297K +7,723 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$297K +$287K +7,473 New
BFPW
71
BOK Financial Private Wealth
Colorado
$278K – – –
AF
72
Advisornet Financial
Minnesota
$277K +$268K +6,975 New
PWAP
73
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$276K +$19.2K +501 +8%
CAN
74
Claraphi Advisory Network
United States
$261K +$253K +6,586 New
WLIM
75
White Lighthouse Investment Management
Massachusetts
$260K +$252K +6,555 New
1 2
3
4 5

EZM Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2017, worth a combined $466M — up 27% from $367M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZM positions and 6 closed out — a net gain of 29 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Investment Centers of America, exiting entirely with an estimated $1.71M sold.

  • 113 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2017, up from 84 in Q3 2017.
  • Funds reported $466M of WisdomTree US MidCap Fund stock for Q4 2017, up 27% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2017 and 6 closed out, a net change of +29 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $12.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2017 was Investment Centers of America, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2017.