We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $481M → $521M (+$40M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.88% more ownership

Funds ownership: 46.64% → 47.52% (+0.88%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
+$8.94M
2
CWM
Cornerstone Wealth Management
Missouri
+$4.21M
3
RJA
Raymond James & Associates
Florida
+$3.62M
4
Wells Fargo
Wells Fargo
California
+$2.37M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.77M

Top Sellers

1
CF
Copperwynd Financial
Arizona
-$2.31M
2
Jane Street
Jane Street
New York
-$2.12M
3
LPL Financial
LPL Financial
California
-$1.57M
4
NWP
Northstar Wealth Partners
Connecticut
-$775K
5
IWM
IHT Wealth Management
Illinois
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
51
Bradley Foster & Sargent
Connecticut
$844K – – –
PAG
52
Private Advisor Group
New Jersey
$836K -$682K -17,181 -45%
AEPG
53
American Economic Planning Group
New Jersey
$817K +$85.8K +2,162 +12%
AI
54
Atria Investments
North Carolina
$813K +$102K +2,558 +14%
Jane Street
55
Jane Street
New York
$777K -$2.12M -53,514 -73%
CAM
56
Covenant Asset Management
New Jersey
$762K +$16.3K +410 +2%
PSF
57
Pacific Sun Financial
California
$629K – – –
Citigroup
58
Citigroup
New York
$618K -$194K -4,900 -24%
TF
59
TIAA FSB
Florida
$603K -$35.9K -905 -6%
IFWM
60
Institute for Wealth Management
Colorado
$587K +$581K +14,648 New
APA
61
American Portfolios Advisors
New York
$579K -$115K -2,890 -17%
HFA
62
HC Financial Advisors
California
$573K +$10.7K +270 +2%
SWM
63
SeaCrest Wealth Management
New York
$556K – – –
SWM
64
SVA Wealth Management
Wisconsin
$551K -$357K -9,000 -40%
NWS
65
Newport Wealth Strategies
California
$521K – – –
CPIG
66
Chicago Partners Investment Group
Illinois
$471K -$16.5K -415 -3%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$460K – – –
JP Morgan Chase
68
JP Morgan Chase
New York
$435K +$80.7K +2,034 +23%
SWP
69
Stratos Wealth Partners
Ohio
$432K +$197K +4,975 +86%
FAIM
70
Financial Advocates Investment Management
Washington
$402K +$1.23K +31 +0.3%
M&T Bank
71
M&T Bank
New York
$374K – – –
LNC
72
Lincoln National Corp
Pennsylvania
$353K +$12.9K +326 +4%
AWA
73
Arete Wealth Advisors
Illinois
$351K -$3.93K -99 -1%
SPIA
74
Steward Partners Investment Advisory
New York
$350K +$346K +8,721 New
PTC
75
Private Trust Company
Ohio
$306K -$14.8K -372 -5%
1 2
3
4 5

EZM Hedge Fund Activity: Q2 2018 in Review

124 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2018, worth a combined $521M — up 8.3% from $481M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EZM positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $8.94M. The largest seller was Copperwynd Financial, exiting entirely with an estimated $2.31M sold.

  • 124 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $521M of WisdomTree US MidCap Fund stock for Q2 2018, up 8.3% quarter-over-quarter.
  • 19 funds opened new WisdomTree US MidCap Fund positions in Q2 2018 and 9 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2018 was Daido Life Insurance Company, an estimated $8.94M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2018 was Copperwynd Financial, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2018.