We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 113 → 115 (+2)

3% more capital invested

Capital invested by funds: $466M → $481M (+$14.8M)

0.64% more ownership

Funds ownership: 46% → 46.64% (+0.64%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
+$4.74M
2
LFG
LifePlan Financial Group
Ohio
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.5M
4
CF
Copperwynd Financial
Arizona
+$2.38M
5
Jane Street
Jane Street
New York
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.5M
2
BFG
Barber Financial Group
Kansas
-$959K
3
UBS Group
UBS Group
Switzerland
-$950K
4
FIM
Freedom Investment Management
Connecticut
-$582K
5
IFWM
Institute for Wealth Management
Colorado
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$309K -$11.2K -283 -3%
PWAP
77
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$288K +$19.9K +501 +7%
BFPW
78
BOK Financial Private Wealth
Colorado
$271K – – –
AF
79
Advisornet Financial
Minnesota
$270K – – –
CAN
80
Claraphi Advisory Network
United States
$267K +$12.8K +322 +5%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$261K -$421K -10,586 -61%
IA
82
IFP Advisors
Florida
$252K – – –
WLIM
83
White Lighthouse Investment Management
Massachusetts
$242K -$11.9K -300 -5%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$240K -$50.2K -1,263 -17%
SS
85
Sunbelt Securities
Texas
$223K -$517 -13 -0.2%
SWP
86
Stratos Wealth Partners
Ohio
$223K +$38.3K +965 +20%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$204K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$155K -$1.79K -45 -1%
US Bancorp
89
US Bancorp
Minnesota
$144K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$128K – – –
SBL
91
Sargent Bickham Lagudis
Colorado
$81K -$66.6K -1,677 -45%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$119 +3 +0.2%
CAL
93
Capital Advisors Ltd
Ohio
$69K – – –
WTB
94
Washington Trust Bank
Washington
$61K – – –
AWA
95
Acorn Wealth Advisors
Michigan
$61K +$119 +3 +0.2%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$45.8K +1,152 +269%
William Blair & Company
97
William Blair & Company
Illinois
$60K +$62.1K +1,563 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$48K +$49.7K +1,251 New
IP
99
Intellectus Partners
California
$44K – – –
GFP
100
Gryphon Financial Partners
Ohio
$39K – – –
2 3
4
5 6

EZM Hedge Fund Activity: Q1 2018 in Review

115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2018, worth a combined $481M — up 3.2% from $466M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EZM positions and 12 closed out — a net gain of 3 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Daido Life Insurance Company, opening a new position worth an estimated $4.74M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.

  • 115 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $481M of WisdomTree US MidCap Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2018 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2018 was Daido Life Insurance Company, an estimated $4.74M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2018 was Morgan Stanley, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2018.