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WisdomTree US MidCap Fund
EZM

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $363M → $382M (+$18.5M)

0.41% more ownership

Funds ownership: 51.1% → 51.51% (+0.41%)

4% less funds holding

Funds holding: 134 → 129 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$10.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.95M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$2.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.04M
5
Bank of America
Bank of America
North Carolina
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$10.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.48M
3
3LCM
3D/L Capital Management
Connecticut
-$2.23M
4
AW
ACG Wealth
Georgia
-$828K
5
APW
Aurora Private Wealth
New Jersey
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
76
Meristem Family Wealth
Minnesota
$365K – – –
CWM
77
Cornerstone Wealth Management
Missouri
$311K +$8.69K +164 +3%
Creative Planning
78
Creative Planning
Kansas
$286K -$363K -6,847 -56%
Jane Street
79
Jane Street
New York
$280K +$283K +5,338 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$253K -$86.7K -1,637 -25%
CAN
81
Cetera Advisor Networks
California
$245K +$247K +4,667 New
SWM
82
SeaCrest Wealth Management
New York
$242K – – –
AWA
83
Arete Wealth Advisors
Illinois
$240K -$22.2K -419 -8%
EWA
84
Exencial Wealth Advisors
Oklahoma
$240K – – –
AAS
85
Avantax Advisory Services
Texas
$239K -$20.1K -380 -8%
JWCA
86
J.W. Cole Advisors
Florida
$231K -$55K -1,039 -19%
BRWA
87
B. Riley Wealth Advisors
Florida
$229K -$11.3K -213 -5%
HWM
88
Howard Wealth Management
Connecticut
$225K -$2.65K -50 -1%
KWM
89
Kingsview Wealth Management
Oregon
$225K +$226K +4,260 New
PTC
90
Private Trust Company
Ohio
$205K +$207K +3,916 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$201K -$11.9K -225 -6%
BMD
92
Better Money Decisions
New Mexico
$164K +$166K +3,136 New
MA
93
Montag & Associates
Georgia
$160K +$477 +9 +0.3%
SPIA
94
Steward Partners Investment Advisory
New York
$159K -$101K -1,905 -39%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$18.8K +354 +13%
CF
96
Centaurus Financial
California
$131K +$371 +7 +0.3%
CFO
97
CVA Family Office
Colorado
$124K +$49.5K +935 +66%
AA
98
Ancora Advisors
Ohio
$121K – – –
AF
99
Advisornet Financial
Minnesota
$105K -$1.06K -20 -1%
EIP
100
Ellis Investment Partners
Pennsylvania
$104K +$318 +6 +0.3%
2 3
4
5 6

EZM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2021, worth a combined $382M — up 5.1% from $363M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EZM and 13 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 43 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $10.1M. The largest seller was Truist Financial, cutting an estimated $10.7M.

  • 129 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2021, down from 134 in Q1 2021.
  • Funds reported $382M of WisdomTree US MidCap Fund stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2021 and 17 closed out, a net change of -4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2021 was IEQ Capital, an estimated $10.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2021 was Truist Financial, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2021.