WisdomTree US MidCap Fund
EZM
122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.79% less ownership
Funds ownership: 55.64% → 53.84% (-1.8%)
5% less funds holding
Funds holding: 129 → 122 (-7)
8% less capital invested
Capital invested by funds: $326M → $301M (-$25M)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
55% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$712K |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$548K |
| 3 |
XS
XR Securities
Chicago,
Illinois
|
+$492K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$423K |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$397K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.55M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$6.76M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$6.76M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.61M |
EZM Hedge Fund Activity: Q2 2020 in Review
122 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2020, worth a combined $301M — down 7.7% from $326M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EZM and 14 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 25 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $712K. The largest seller was Morgan Stanley, cutting an estimated $19M.
- 122 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2020, down from 129 in Q1 2020.
- Funds reported $301M of WisdomTree US MidCap Fund stock for Q2 2020, down 7.7% quarter-over-quarter.
- 14 funds opened new WisdomTree US MidCap Fund positions in Q2 2020 and 19 closed out, a net change of -5 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $712K added.
- The largest WisdomTree US MidCap Fund seller in Q2 2020 was Morgan Stanley, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2020.