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WisdomTree US MidCap Fund
EZM

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

35% more funds holding

Funds holding: 84 → 113 (+29)

27% more capital invested

Capital invested by funds: $367M → $466M (+$99.3M)

3.68% more ownership

Funds ownership: 42.32% → 46% (+3.7%)

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.1M
2
BFG
Barber Financial Group
Kansas
+$3.54M
3
SB
Suntrust Banks
Georgia
+$2.69M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.73M
5
FLI
Family Legacy Inc
South Carolina
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
ICOA
Investment Centers of America
North Dakota
-$1.71M
2
CA
Cetera Advisors
Colorado
-$926K
3
JP Morgan Chase
JP Morgan Chase
New York
-$873K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$724K
5
VC
Vicus Capital
Pennsylvania
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
101
Virtue Capital Management
Tennessee
$12K +$11.2K +292 New
PGWM
102
Parisi Gray Wealth Management
New Jersey
$12K +$11.4K +298 New
FGC
103
Financial Gravity Companies
Texas
$10K +$9.79K +255 New
BC
104
Bartlett & Co
Ohio
$7K – – –
BlackRock
105
BlackRock
New York
$5K – – –
BWA
106
BDO Wealth Advisors
Florida
$4K – – –
TCOV
107
Trust Company of Vermont
Vermont
$3K – – –
W
108
WealthShield
North Carolina
$3K +$3.34K +87 New
WP
109
WealthShield Partners
North Carolina
$3K +$3.34K +87 New
GI
110
Gradient Investments
Minnesota
$2K +$1.84K +48 New
JP Morgan Chase
111
JP Morgan Chase
New York
$1K -$873K -22,747 -100%
AIP
112
Ameritas Investment Partners
Nebraska
$1K +$38 +1 +0.7%
ICOA
113
Investment Centers of America
North Dakota
– -$1.71M -45,737 Closed
CA
114
Cetera Advisors
Colorado
– -$926K -24,873 Closed
UR
115
USCA RIA
Texas
– -$504K -14,080 Closed
PS
116
Portfolio Solutions
Michigan
– -$91K -2,433 Closed
NIC
117
Northwest Investment Counselors
Oregon
– -$18K -485 Closed
GWM
118
Geneos Wealth Management
Colorado
– -$6K -180 Closed
1 2 3 4
5

EZM Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2017, worth a combined $466M — up 27% from $367M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZM positions and 6 closed out — a net gain of 29 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Investment Centers of America, exiting entirely with an estimated $1.71M sold.

  • 113 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2017, up from 84 in Q3 2017.
  • Funds reported $466M of WisdomTree US MidCap Fund stock for Q4 2017, up 27% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2017 and 6 closed out, a net change of +29 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $12.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2017 was Investment Centers of America, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2017.