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WisdomTree US MidCap Fund
EZM

125 hedge funds and large institutions have $496M invested in WisdomTree US MidCap Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4% more funds holding

Funds holding: 120 → 125 (+5)

3.4% more ownership

Funds ownership: 47.98% → 51.38% (+3.4%)

13% less capital invested

Capital invested by funds: $573M → $496M (-$76.9M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
24
Increased
34
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.89M
2
3AM
3D Asset Management
Connecticut
+$4.42M
3
Ameriprise
Ameriprise
Minnesota
+$3.46M
4
SB
Suntrust Banks
Georgia
+$2.23M
5
PAG
Private Advisor Group
New Jersey
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.37M
2
Morgan Stanley
Morgan Stanley
New York
-$5.11M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$4.41M
4
RJA
Raymond James & Associates
Florida
-$3.82M
5
Wells Fargo
Wells Fargo
California
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
101
Vigilant Capital Management
Maine
$61K – – –
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$56K -$21.7K -576 -26%
SBL
103
Sargent Bickham Lagudis
Colorado
$55K – – –
William Blair & Company
104
William Blair & Company
Illinois
$54K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$39K – – –
TL
106
TrueWealth LLC
Georgia
$21K – – –
APA
107
American Portfolios Advisors
New York
$17.4K -$367K -9,764 -95%
JA
108
JOYN Advisors
Georgia
$15K – – –
PCA
109
Providence Capital Advisors
North Carolina
$13K – – –
IWA
110
Intercontinental Wealth Advisors
Texas
$13K +$14.5K +385 New
MOS
111
MGO One Seven
Ohio
$13K +$14.7K +390 New
GWM
112
Geneos Wealth Management
Colorado
$13K +$14.8K +394 New
CHP
113
Cable Hill Partners
Oregon
$10K +$11.3K +300 New
AF
114
Advisornet Financial
Minnesota
$6K – – –
BC
115
Bartlett & Co
Ohio
$6K – – –
BCWM
116
Bartlett & Co Wealth Management
Ohio
$5.66K – – –
CFA
117
Carroll Financial Associates
North Carolina
$5K – – –
AIP
118
Ameritas Investment Partners
Nebraska
$5K +$38 +1 +0.6%
BlackRock
119
BlackRock
New York
$4K – – –
BWA
120
BDO Wealth Advisors
Florida
$3K – – –
GI
121
Gradient Investments
Minnesota
$2K – – –
NA
122
NewEdge Advisors
Louisiana
$1.5K -$111K -2,964 -6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1K +$564 +15 New
CF
124
Centaurus Financial
California
$49 +$60.4K +1,606 +2,677%
CWM
125
Cornerstone Wealth Management
Missouri
– -$1.35M -50,658 Closed
2 3 4
5
6

EZM Hedge Fund Activity: Q4 2018 in Review

125 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2018, worth a combined $496M — down 13% from $573M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EZM positions and 18 closed out — a net gain of 6 holders — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.89M. The largest seller was UBS Group, cutting an estimated $5.37M.

  • 125 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2018, up from 120 in Q3 2018.
  • Funds reported $496M of WisdomTree US MidCap Fund stock for Q4 2018, down 13% quarter-over-quarter.
  • 24 funds opened new WisdomTree US MidCap Fund positions in Q4 2018 and 18 closed out, a net change of +6 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2018 was Envestnet Asset Management, an estimated $8.89M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2018 was UBS Group, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2018.