WisdomTree US MidCap Fund
EZM
83 hedge funds and large institutions have $324M invested in WisdomTree US MidCap Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
84% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more capital invested
Capital invested by funds: $278M → $324M (+$45.5M)
11% more funds holding
Funds holding: 75 → 83 (+8)
7.45% more ownership
Funds ownership: 121.34% → 128.8% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.6M |
| 2 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$3.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.4M |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$2.25M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
-$3.84M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 4 |
Morgan Stanley
New York
|
-$722K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$559K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
76
Vantage Investment Advisors
State College,
Pennsylvania
| $8K | +$7.77K | +237 | New |
|
|
BC
77
Bartlett & Co
Cincinnati,
Ohio
| $6K | – | – | – |
|
78
BlackRock
New York
| $6K | – | – | – |
|
|
BIG
79
Bellwether Investment Group
Chattanooga,
Tennessee
| $6K | +$6.1K | +186 | New |
|
|
AIP
80
Ameritas Investment Partners
Lincoln,
Nebraska
| $5K | +$4.92K | +150 | New |
|
|
LWM
81
LBA Wealth Management
Jacksonville,
Florida
| $3K | – | – | – |
|
|
TCOV
82
Trust Company of Vermont
Brattleboro,
Vermont
| $3K | – | – | – |
|
|
BRWA
83
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$559K | -17,526 | Closed |
|
|
IT
84
Independence Trust
Franklin,
Tennessee
| – | -$389K | -12,210 | Closed |
|
|
CAN
85
Cetera Advisor Networks
El Segundo,
California
| – | -$230K | -7,197 | Closed |
|
|
VFA
86
Voya Financial Advisors
Windsor,
Connecticut
| – | -$227K | -7,194 | Closed |
|
EZM Hedge Fund Activity: Q4 2016 in Review
83 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2016, worth a combined $324M — up 16% from $278M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EZM positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $4.6M. The largest seller was Northeast Financial Consultants, cutting an estimated $3.84M.
- 83 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2016, up from 75 in Q3 2016.
- Funds reported $324M of WisdomTree US MidCap Fund stock for Q4 2016, up 16% quarter-over-quarter.
- 12 funds opened new WisdomTree US MidCap Fund positions in Q4 2016 and 4 closed out, a net change of +8 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2016 was Bank of America, an estimated $4.6M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2016 was Northeast Financial Consultants, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2016.