WisdomTree US MidCap Fund
EZM
80 hedge funds and large institutions have $306M invested in WisdomTree US MidCap Fund in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
7% more funds holding
Funds holding: 75 → 80 (+5)
6.19% more ownership
Funds ownership: 124.65% → 130.84% (+6.2%)
5% more capital invested
Capital invested by funds: $291M → $306M (+$14.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.98M |
| 3 |
Goldman Sachs
New York
|
+$5.19M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.85M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.06M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$7.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.49M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.85M |
| 5 |
Bank of New York Mellon
New York
|
-$1.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | +$5.49K | +183 | New |
|
77
BlackRock
New York
| $5K | +$5.58K | +186 | New |
|
|
LWM
78
LBA Wealth Management
Jacksonville,
Florida
| $3K | – | – | – |
|
|
TCOV
79
Trust Company of Vermont
Brattleboro,
Vermont
| $3K | – | – | – |
|
|
NFG
80
Next Financial Group
Houston,
Texas
| – | -$341K | -11,910 | Closed |
|
|
RCG
81
Ruggie Capital Group
Tavares,
Florida
| – | -$223K | -7,365 | Closed |
|
|
ACM
82
Argentus Capital Management
Dallas,
Texas
| – | -$90.7K | -3,027 | Closed |
|
|
EWM
83
Evercore Wealth Management
New York
| – | -$24K | -825 | Closed |
|
|
RIA
84
Regal Investment Advisors
Kentwood,
Michigan
| – | -$9K | -315 | Closed |
|
EZM Hedge Fund Activity: Q4 2015 in Review
80 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2015, worth a combined $306M — up 4.9% from $291M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EZM positions and 5 closed out — a net gain of 7 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.52M. The largest seller was Morgan Stanley, cutting an estimated $8.06M.
- 80 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2015, up from 75 in Q3 2015.
- Funds reported $306M of WisdomTree US MidCap Fund stock for Q4 2015, up 4.9% quarter-over-quarter.
- 12 funds opened new WisdomTree US MidCap Fund positions in Q4 2015 and 5 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2015 was LPL Financial, an estimated $8.52M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2015 was Morgan Stanley, an estimated $8.06M sold.
Based on aggregated 13F filings for Q4 2015.