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WisdomTree US MidCap Fund
EZM

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

35% more funds holding

Funds holding: 84 → 113 (+29)

27% more capital invested

Capital invested by funds: $367M → $466M (+$99.3M)

3.68% more ownership

Funds ownership: 42.32% → 46% (+3.7%)

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.1M
2
BFG
Barber Financial Group
Kansas
+$3.54M
3
SB
Suntrust Banks
Georgia
+$2.69M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.73M
5
FLI
Family Legacy Inc
South Carolina
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
ICOA
Investment Centers of America
North Dakota
-$1.71M
2
CA
Cetera Advisors
Colorado
-$926K
3
JP Morgan Chase
JP Morgan Chase
New York
-$873K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$724K
5
VC
Vicus Capital
Pennsylvania
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$252K +$43K +1,121 +21%
JIC
77
Joel Isaacson & Co
New York
$238K – – –
SS
78
Sunbelt Securities
Texas
$230K -$12.7K -330 -5%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$210K – – –
LC
80
Landaas & Company
Wisconsin
$204K +$192 +5 +0.1%
SWP
81
Stratos Wealth Partners
Ohio
$191K +$184K +4,804 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$161K +$38 +1 +0%
SBL
83
Sargent Bickham Lagudis
Colorado
$149K – – –
US Bancorp
84
US Bancorp
Minnesota
$148K +$27.8K +725 +24%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$135K – – –
EWM
86
Evercore Wealth Management
New York
$106K – – –
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$230 +6 +0.3%
CAL
88
Capital Advisors Ltd
Ohio
$71K -$38.4K -1,000 -36%
AWA
89
Acorn Wealth Advisors
Michigan
$63K +$59.9K +1,561 New
WTB
90
Washington Trust Bank
Washington
$63K +$60.7K +1,582 New
IP
91
Intellectus Partners
California
$45K – – –
GFP
92
Gryphon Financial Partners
Ohio
$40K +$38.4K +1,000 New
AIM
93
Advantage Investment Management
Iowa
$27K -$25.8K -673 -50%
FAAS
94
First Allied Advisory Services
California
$25K +$24K +624 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$16.4K +428 New
PCA
96
Providence Capital Advisors
North Carolina
$15K +$14.4K +375 New
MOS
97
MGO One Seven
Ohio
$15K +$15K +390 New
KF
98
Krilogy Financial
Missouri
$14K +$38 +1 +0.3%
1IA
99
1834 Investment Advisors
Wisconsin
$13K +$12.3K +321 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$12K +$38 +1 +0.3%
1 2 3
4
5

EZM Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2017, worth a combined $466M — up 27% from $367M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZM positions and 6 closed out — a net gain of 29 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Investment Centers of America, exiting entirely with an estimated $1.71M sold.

  • 113 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2017, up from 84 in Q3 2017.
  • Funds reported $466M of WisdomTree US MidCap Fund stock for Q4 2017, up 27% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2017 and 6 closed out, a net change of +29 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $12.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2017 was Investment Centers of America, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2017.