WisdomTree US MidCap Fund
EZM
134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
2% more funds holding
Funds holding: 132 → 134 (+2)
4% more capital invested
Capital invested by funds: $608M → $631M (+$23.2M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.4% less ownership
Funds ownership: 55.38% → 54.99% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$6.69M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.5M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$2.18M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.09M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.65M |
| 2 |
Morgan Stanley
New York
|
-$4.62M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.49M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.21M |
| 5 |
Jane Street
New York
|
-$849K |
EZM Hedge Fund Activity: Q2 2019 in Review
134 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2019, worth a combined $631M — up 3.8% from $608M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EZM positions and 12 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was ACG Wealth, adding an estimated $6.69M. The largest seller was Wells Fargo, cutting an estimated $4.65M.
- 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2019, up from 132 in Q1 2019.
- Funds reported $631M of WisdomTree US MidCap Fund stock for Q2 2019, up 3.8% quarter-over-quarter.
- 17 funds opened new WisdomTree US MidCap Fund positions in Q2 2019 and 12 closed out, a net change of +5 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2019 was ACG Wealth, an estimated $6.69M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2019 was Wells Fargo, an estimated $4.65M sold.
Based on aggregated 13F filings for Q2 2019.