WisdomTree US MidCap Fund
EZM
124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
29% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 34
8% more capital invested
Capital invested by funds: $481M → $521M (+$40M)
8% more funds holding
Funds holding: 115 → 124 (+9)
0.88% more ownership
Funds ownership: 46.64% → 47.52% (+0.88%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$8.94M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$4.21M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.37M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$2.31M |
| 2 |
Jane Street
New York
|
-$2.12M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.57M |
| 4 |
NWP
Northstar Wealth Partners
West Hartford,
Connecticut
|
-$775K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$766K |
EZM Hedge Fund Activity: Q2 2018 in Review
124 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2018, worth a combined $521M — up 8.3% from $481M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EZM positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 34 trimmed.
The largest buyer was Daido Life Insurance Company, adding an estimated $8.94M. The largest seller was Copperwynd Financial, exiting entirely with an estimated $2.31M sold.
- 124 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2018, up from 115 in Q1 2018.
- Funds reported $521M of WisdomTree US MidCap Fund stock for Q2 2018, up 8.3% quarter-over-quarter.
- 19 funds opened new WisdomTree US MidCap Fund positions in Q2 2018 and 9 closed out, a net change of +10 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2018 was Daido Life Insurance Company, an estimated $8.94M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2018 was Copperwynd Financial, an estimated $2.31M sold.
Based on aggregated 13F filings for Q2 2018.