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WisdomTree US MidCap Fund
EZM

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $284M → $363M (+$78.5M)

7% more funds holding

Funds holding: 125 → 134 (+9)

1.1% more ownership

Funds ownership: 50% → 51.1% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$8.03M
2
GPWA
Great Point Wealth Advisors
Massachusetts
+$6.87M
3
UBS Group
UBS Group
Switzerland
+$5.92M
4
Bank of America
Bank of America
North Carolina
+$2.95M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$821K

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$6.01M
2
Truist Financial
Truist Financial
North Carolina
-$5.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.17M
5
3LCM
3D/L Capital Management
Connecticut
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$620K -$33.6K -701 -5%
SF
52
Synovus Financial
Georgia
$607K -$127K -2,641 -18%
APW
53
Aurora Private Wealth
New Jersey
$574K – – –
IFAM
54
Institutional & Family Asset Management
Colorado
$570K – – –
EH
55
Equitable Holdings
New York
$546K +$49.9K +1,040 +11%
Stifel Financial
56
Stifel Financial
Missouri
$546K +$514K +10,717 New
LFWA
57
LBJ Family Wealth Advisors
Texas
$532K +$240 +5 +0%
SAM
58
S.A. Mason
Michigan
$513K – – –
NFG
59
Next Financial Group
Texas
$505K -$10.5K -219 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$501K +$768 +16 +0.2%
CWM
61
Centric Wealth Management
Illinois
$496K -$1.2K -25 -0.3%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$458K -$12.5K -260 -3%
MAM
63
Meeder Asset Management
Ohio
$455K +$19.7K +411 +5%
NC
64
NewSquare Capital
Pennsylvania
$446K +$44.6K +930 +12%
SIG
65
Sargent Investment Group
Maryland
$443K – – –
NWS
66
Newport Wealth Strategies
California
$439K -$209K -4,350 -34%
CA
67
Cetera Advisors
Colorado
$431K -$723K -15,074 -64%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K – – –
SWMG
69
Strategic Wealth Management Group
Maryland
$413K -$19.5K -407 -5%
WANY
70
Wealthspire Advisors (New York)
New York
$413K +$389K +8,105 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$398K -$72.3K -1,507 -16%
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$389K +$240 +5 +0.1%
VCM
73
Vigilant Capital Management
Maine
$363K +$342K +7,122 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$361K -$2.59M -53,923 -88%
MFW
75
Meristem Family Wealth
Minnesota
$355K – – –
1 2
3
4 5

EZM Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2021, worth a combined $363M — up 28% from $284M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EZM positions and 10 closed out — a net gain of 10 holders — while 34 added to existing stakes and 43 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.03M. The largest seller was Money Concepts Capital, cutting an estimated $6.01M.

  • 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2021, up from 125 in Q4 2020.
  • Funds reported $363M of WisdomTree US MidCap Fund stock for Q1 2021, up 28% quarter-over-quarter.
  • 20 funds opened new WisdomTree US MidCap Fund positions in Q1 2021 and 10 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2021 was HighTower Advisors, an estimated $8.03M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2021 was Money Concepts Capital, an estimated $6.01M sold.

Based on aggregated 13F filings for Q1 2021.