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WisdomTree US MidCap Fund
EZM

125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

10% more funds holding

Funds holding: 114 → 125 (+11)

9% more capital invested

Capital invested by funds: $262M → $284M (+$22.3M)

1.13% less ownership

Funds ownership: 51.13% → 50% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

33% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 45

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
30
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.49M
2
GPWA
Great Point Wealth Advisors
Massachusetts
+$1.31M
3
AWA
Arkadios Wealth Advisors
Georgia
+$1.31M
4
Citadel Advisors
Citadel Advisors
Florida
+$1M
5
PAG
Private Advisor Group
New Jersey
+$680K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.02M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.89M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.18M
4
NA
NewEdge Advisors
Louisiana
-$1.89M
5
Wells Fargo
Wells Fargo
California
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$253K +$231K +5,817 New
AAS
77
Avantax Advisory Services
Texas
$252K -$1.25M -31,512 -85%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$252K -$467K -11,759 -67%
SWM
79
SeaCrest Wealth Management
New York
$246K +$225K +5,669 New
AWA
80
Arete Wealth Advisors
Illinois
$243K -$18.4K -464 -8%
JWCA
81
J.W. Cole Advisors
Florida
$237K +$216K +5,445 New
FTUS
82
Flow Traders U.S.
New York
$230K +$210K +5,284 New
BF
83
BOK Financial
Oklahoma
$222K +$203K +5,116 New
PWAP
84
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$219K +$200K +5,031 New
SPIA
85
Steward Partners Investment Advisory
New York
$156K – – –
MA
86
Montag & Associates
Georgia
$132K +$121K +3,043 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$29.6K +745 +37%
CF
88
Centaurus Financial
California
$109K -$95.5K -2,404 -49%
AF
89
Advisornet Financial
Minnesota
$107K – – –
AA
90
Ancora Advisors
Ohio
$98K – – –
EIP
91
Ellis Investment Partners
Pennsylvania
$86K +$556 +14 +0.7%
William Blair & Company
92
William Blair & Company
Illinois
$68K – – –
Franklin Resources
93
Franklin Resources
California
$65K – – –
GLLW
94
Graves Light Lenhart Wealth
Virginia
$65K +$59.6K +1,500 New
CFO
95
CVA Family Office
Colorado
$62K – – –
CAL
96
Capital Advisors Ltd
Ohio
$54K – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$54K – – –
APA
98
American Portfolios Advisors
New York
$49.2K – – –
EP
99
Eudaimonia Partners
Tennessee
$45K – – –
SWM
100
Sugarloaf Wealth Management
Georgia
$36K – – –
2 3
4
5 6

EZM Hedge Fund Activity: Q4 2020 in Review

125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2020, worth a combined $284M — up 8.5% from $262M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EZM positions and 9 closed out — a net gain of 14 holders — while 30 added to existing stakes and 45 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.49M. The largest seller was Truist Financial, cutting an estimated $8.02M.

  • 125 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2020, up from 114 in Q3 2020.
  • Funds reported $284M of WisdomTree US MidCap Fund stock for Q4 2020, up 8.5% quarter-over-quarter.
  • 23 funds opened new WisdomTree US MidCap Fund positions in Q4 2020 and 9 closed out, a net change of +14 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2020 was Royal Bank of Canada, an estimated $1.49M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2020 was Truist Financial, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2020.