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WisdomTree US MidCap Fund
EZM

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $284M → $363M (+$78.5M)

7% more funds holding

Funds holding: 125 → 134 (+9)

1.1% more ownership

Funds ownership: 50% → 51.1% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$8.03M
2
GPWA
Great Point Wealth Advisors
Massachusetts
+$6.87M
3
UBS Group
UBS Group
Switzerland
+$5.92M
4
Bank of America
Bank of America
North Carolina
+$2.95M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$821K

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$6.01M
2
Truist Financial
Truist Financial
North Carolina
-$5.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.17M
5
3LCM
3D/L Capital Management
Connecticut
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
76
Financial Insights
Washington
$353K – – –
FTUS
77
Flow Traders U.S.
New York
$351K +$76.8K +1,601 +30%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$330K -$45.5K -948 -13%
RVPG
79
Relative Value Partners Group
$330K +$311K +6,484 New
CWM
80
Cornerstone Wealth Management
Missouri
$294K -$2.4K -50 -0.9%
JWCA
81
J.W. Cole Advisors
Florida
$277K – – –
EWM
82
Evercore Wealth Management
New York
$256K +$241K +5,020 New
AWA
83
Arete Wealth Advisors
Illinois
$255K -$29.1K -606 -11%
SPIA
84
Steward Partners Investment Advisory
New York
$252K +$64.3K +1,340 +37%
AAS
85
Avantax Advisory Services
Texas
$251K -$39.6K -826 -14%
QCM
86
Quest Capital Management
Texas
$241K -$77.6K -1,618 -25%
SWM
87
SeaCrest Wealth Management
New York
$235K -$50.4K -1,050 -19%
BRWA
88
B. Riley Wealth Advisors
Florida
$234K +$220K +4,576 New
EWA
89
Exencial Wealth Advisors
Oklahoma
$233K +$220K +4,575 New
FAIM
90
Financial Advocates Investment Management
Washington
$222K +$209K +4,352 New
HWM
91
Howard Wealth Management
Connecticut
$221K +$209K +4,356 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$207K +$167K +3,471 +587%
MA
93
Montag & Associates
Georgia
$155K +$48 +1 +0%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$136K -$5.47K -114 -4%
CF
95
Centaurus Financial
California
$127K -$1.34K -28 -1%
TRCT
96
Tower Research Capital (TRC)
New York
$122K -$383K -7,982 -77%
AA
97
Ancora Advisors
Ohio
$118K +$3.07K +64 +3%
AF
98
Advisornet Financial
Minnesota
$103K -$21.4K -445 -18%
EIP
99
Ellis Investment Partners
Pennsylvania
$101K +$48 +1 +0.1%
Franklin Resources
100
Franklin Resources
California
$76K – – –
2 3
4
5 6

EZM Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2021, worth a combined $363M — up 28% from $284M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EZM positions and 10 closed out — a net gain of 10 holders — while 34 added to existing stakes and 43 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.03M. The largest seller was Money Concepts Capital, cutting an estimated $6.01M.

  • 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2021, up from 125 in Q4 2020.
  • Funds reported $363M of WisdomTree US MidCap Fund stock for Q1 2021, up 28% quarter-over-quarter.
  • 20 funds opened new WisdomTree US MidCap Fund positions in Q1 2021 and 10 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2021 was HighTower Advisors, an estimated $8.03M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2021 was Money Concepts Capital, an estimated $6.01M sold.

Based on aggregated 13F filings for Q1 2021.