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WisdomTree US MidCap Fund
EZM

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $481M → $521M (+$40M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.88% more ownership

Funds ownership: 46.64% → 47.52% (+0.88%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
+$8.94M
2
CWM
Cornerstone Wealth Management
Missouri
+$4.21M
3
RJA
Raymond James & Associates
Florida
+$3.62M
4
Wells Fargo
Wells Fargo
California
+$2.37M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.77M

Top Sellers

1
CF
Copperwynd Financial
Arizona
-$2.31M
2
Jane Street
Jane Street
New York
-$2.12M
3
LPL Financial
LPL Financial
California
-$1.57M
4
NWP
Northstar Wealth Partners
Connecticut
-$775K
5
IWM
IHT Wealth Management
Illinois
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$63K – – –
AWA
102
Acorn Wealth Advisors
Michigan
$63K +$198 +5 +0.3%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K -$8.41K -212 -13%
SFM
104
Signet Financial Management
New Jersey
$47K +$46.7K +1,178 New
IP
105
Intellectus Partners
California
$46K – – –
GFP
106
Gryphon Financial Partners
Ohio
$40K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$30K -$19.9K -501 -40%
TL
108
TrueWealth LLC
Georgia
$24K +$23.7K +598 New
JA
109
JOYN Advisors
Georgia
$18K +$17.9K +450 New
PCA
110
Providence Capital Advisors
North Carolina
$15K – – –
AF
111
Advisornet Financial
Minnesota
$14K -$263K -6,621 -95%
BC
112
Bartlett & Co
Ohio
$7K – – –
BCWM
113
Bartlett & Co Wealth Management
Ohio
$6.63K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$6K – – –
CFA
115
Carroll Financial Associates
North Carolina
$6K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.83K +147 New
BlackRock
117
BlackRock
New York
$5K – – –
BWA
118
BDO Wealth Advisors
Florida
$4K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$75.4K -1,901 -96%
TCOV
120
Trust Company of Vermont
Vermont
$3K +$476 +12 +19%
GI
121
Gradient Investments
Minnesota
$2K – – –
WP
122
WealthShield Partners
North Carolina
$2K – – –
NA
123
NewEdge Advisors
Louisiana
$1.78K +$1.76M +44,425 New
CF
124
Copperwynd Financial
Arizona
– -$2.31M -59,805 Closed
IWM
125
IHT Wealth Management
Illinois
– -$766K -20,327 Closed
2 3 4
5
6

EZM Hedge Fund Activity: Q2 2018 in Review

124 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2018, worth a combined $521M — up 8.3% from $481M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EZM positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $8.94M. The largest seller was Copperwynd Financial, exiting entirely with an estimated $2.31M sold.

  • 124 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $521M of WisdomTree US MidCap Fund stock for Q2 2018, up 8.3% quarter-over-quarter.
  • 19 funds opened new WisdomTree US MidCap Fund positions in Q2 2018 and 9 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2018 was Daido Life Insurance Company, an estimated $8.94M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2018 was Copperwynd Financial, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2018.