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WisdomTree US MidCap Fund
EZM

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 113 → 115 (+2)

3% more capital invested

Capital invested by funds: $466M → $481M (+$14.8M)

0.64% more ownership

Funds ownership: 46% → 46.64% (+0.64%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
+$4.74M
2
LFG
LifePlan Financial Group
Ohio
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.5M
4
CF
Copperwynd Financial
Arizona
+$2.38M
5
Jane Street
Jane Street
New York
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.5M
2
BFG
Barber Financial Group
Kansas
-$959K
3
UBS Group
UBS Group
Switzerland
-$950K
4
FIM
Freedom Investment Management
Connecticut
-$582K
5
IFWM
Institute for Wealth Management
Colorado
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$26K – – –
MOS
102
MGO One Seven
Ohio
$15K – – –
PCA
103
Providence Capital Advisors
North Carolina
$15K – – –
1IA
104
1834 Investment Advisors
Wisconsin
$12K – – –
VCM
105
Virtue Capital Management
Tennessee
$7K -$4.17K -105 -36%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$6.38K +$6.56K +165 New
BC
107
Bartlett & Co
Ohio
$6K – – –
CFA
108
Carroll Financial Associates
North Carolina
$6K +$6.56K +165 New
AIP
109
Ameritas Investment Partners
Nebraska
$5K – – –
BlackRock
110
BlackRock
New York
$5K – – –
BWA
111
BDO Wealth Advisors
Florida
$3K – – –
GI
112
Gradient Investments
Minnesota
$2K – – –
TCOV
113
Trust Company of Vermont
Vermont
$2K – – –
WP
114
WealthShield Partners
North Carolina
$1K -$1.95K -49 -56%
FIM
115
Freedom Investment Management
Connecticut
– -$582K -14,657 Closed
IFWM
116
Institute for Wealth Management
Colorado
– -$573K -14,372 Closed
AW
117
ACG Wealth
Georgia
– -$478K -12,050 Closed
SI
118
SII Investments
Wisconsin
– -$308K -7,723 Closed
JIC
119
Joel Isaacson & Co
New York
– -$238K -6,000 Closed
LC
120
Landaas & Company
Wisconsin
– -$204K -5,136 Closed
EWM
121
Evercore Wealth Management
New York
– -$106K -2,661 Closed
FAAS
122
First Allied Advisory Services
California
– -$25K -624 Closed
KF
123
Krilogy Financial
Missouri
– -$14K -341 Closed
WAP
124
Wealthcare Advisory Partners
Pennsylvania
– -$12K -304 Closed
PGWM
125
Parisi Gray Wealth Management
New Jersey
– -$12K -298 Closed
2 3 4
5
6

EZM Hedge Fund Activity: Q1 2018 in Review

115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2018, worth a combined $481M — up 3.2% from $466M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EZM positions and 12 closed out — a net gain of 3 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Daido Life Insurance Company, opening a new position worth an estimated $4.74M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.

  • 115 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $481M of WisdomTree US MidCap Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2018 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2018 was Daido Life Insurance Company, an estimated $4.74M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2018 was Morgan Stanley, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2018.