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WisdomTree US MidCap Fund
EZM

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

2% more funds holding

Funds holding: 132 → 134 (+2)

4% more capital invested

Capital invested by funds: $608M → $631M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.4% less ownership

Funds ownership: 55.38% → 54.99% (-0.4%)

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
+$6.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.5M
3
CF
Centaurus Financial
California
+$2.18M
4
AWM
AE Wealth Management
Kansas
+$2.09M
5
CFA
Carroll Financial Associates
North Carolina
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.65M
2
Morgan Stanley
Morgan Stanley
New York
-$4.62M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.49M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.21M
5
Jane Street
Jane Street
New York
-$849K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.43M – – –
LFG
52
LifePlan Financial Group
Ohio
$1.3M -$191K -4,808 -13%
TRCT
53
Tower Research Capital (TRC)
New York
$1.22M +$1.02M +25,807 +538%
SFG
54
StrategIQ Financial Group
Indiana
$1.22M -$153K -3,854 -11%
GRP
55
Global Retirement Partners
California
$1.21M – – –
PA
56
Pinnacle Associates
New York
$1.13M +$36.7K +925 +3%
AEPG
57
American Economic Planning Group
New Jersey
$1.13M +$151K +3,816 +16%
HFA
58
HC Financial Advisors
California
$1.1M -$60.5K -1,525 -5%
CA
59
Cetera Advisors
Colorado
$1.08M +$1.07M +27,044 New
PWMAG
60
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M +$36.7K +925 +4%
SMFS
61
Squar Milner Financial Services
California
$1.02M -$564K -14,224 -36%
CFD
62
Creative Financial Designs
Indiana
$997K -$173K -4,358 -15%
BTS
63
BB&T Securities
Virginia
$877K +$34.4K +868 +4%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$862K +$855K +21,556 New
SWP
65
Stratos Wealth Partners
Ohio
$844K +$117K +2,941 +16%
SIG
66
Sargent Investment Group
Maryland
$795K -$805K -20,300 -51%
IFWM
67
Institute for Wealth Management
Colorado
$789K +$100K +2,520 +15%
VC
68
Vicus Capital
Pennsylvania
$738K -$34.6K -873 -5%
RJA
69
Raymond James & Associates
Florida
$700K +$24K +605 +4%
BFS
70
Bradley Foster & Sargent
Connecticut
$690K – – –
Cerity Partners
71
Cerity Partners
New York
$688K +$682K +17,200 New
MIAS
72
Mason Investment Advisory Services
Virginia
$663K +$1.31K +33 +0.2%
PSF
73
Pacific Sun Financial
California
$636K +$631K +15,906 New
CWM
74
Centric Wealth Management
Illinois
$597K +$2.14K +54 +0.4%
CAM
75
Covenant Asset Management
New Jersey
$580K -$38.7K -975 -6%
1 2
3
4 5

EZM Hedge Fund Activity: Q2 2019 in Review

134 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2019, worth a combined $631M — up 3.8% from $608M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EZM positions and 12 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was ACG Wealth, adding an estimated $6.69M. The largest seller was Wells Fargo, cutting an estimated $4.65M.

  • 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2019, up from 132 in Q1 2019.
  • Funds reported $631M of WisdomTree US MidCap Fund stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree US MidCap Fund positions in Q2 2019 and 12 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2019 was ACG Wealth, an estimated $6.69M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2019 was Wells Fargo, an estimated $4.65M sold.

Based on aggregated 13F filings for Q2 2019.