WisdomTree US MidCap Fund
EZM
77 hedge funds and large institutions have $269M invested in WisdomTree US MidCap Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
3% more funds holding
Funds holding: 75 → 77 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $279M → $269M (-$10.1M)
3.93% less ownership
Funds ownership: 126.54% → 122.61% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.62M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.77M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.44M |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
+$959K |
| 5 |
Morgan Stanley
New York
|
+$586K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.91M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.82M |
| 3 |
Goldman Sachs
New York
|
-$5.16M |
| 4 |
AIG
American International Group
New York
|
-$3.38M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
76
Trust Company of Vermont
Brattleboro,
Vermont
| $3K | – | – | – |
|
|
77
Goldman Sachs
New York
| – | -$5.16M | -171,942 | Closed |
|
|
AIG
78
American International Group
New York
| – | -$3.38M | -112,554 | Closed |
|
|
79
Citadel Advisors
Miami,
Florida
| – | -$1.68M | -55,773 | Closed |
|
|
VIA
80
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$7K | -234 | Closed |
|
EZM Hedge Fund Activity: Q2 2016 in Review
77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2016, worth a combined $269M — down 3.6% from $279M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EZM positions and 4 closed out — a net gain of 2 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $2.62M. The largest seller was Susquehanna International Group, cutting an estimated $6.91M.
- 77 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2016, up from 75 in Q1 2016.
- Funds reported $269M of WisdomTree US MidCap Fund stock for Q2 2016, down 3.6% quarter-over-quarter.
- 6 funds opened new WisdomTree US MidCap Fund positions in Q2 2016 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2016 was UBS Group, an estimated $2.62M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2016 was Susquehanna International Group, an estimated $6.91M sold.
Based on aggregated 13F filings for Q2 2016.