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WisdomTree US MidCap Fund
EZM

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more funds holding

Funds holding: 139 → 158 (+19)

6% more capital invested

Capital invested by funds: $617M → $654M (+$36.7M)

2.21% more ownership

Funds ownership: 54.88% → 57.09% (+2.2%)

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$83.9M
2
CFA
Carroll Financial Associates
North Carolina
+$5.8M
3
PAG
Private Advisor Group
New Jersey
+$3.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.19M
5
OWM
Orgel Wealth Management
Wisconsin
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$15.5M
2
Morgan Stanley
Morgan Stanley
New York
-$5.23M
3
Ameriprise
Ameriprise
Minnesota
-$3.94M
4
Goldman Sachs
Goldman Sachs
New York
-$3.88M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$314K +$814 +20 +0.3%
SPIA
102
Steward Partners Investment Advisory
New York
$303K +$85.3K +2,095 +41%
EW
103
Element Wealth
Mississippi
$303K +$293K +7,200 New
MFW
104
Meristem Family Wealth
Minnesota
$294K – – –
SMFS
105
Squar Milner Financial Services
California
$289K +$280K +6,884 New
PWAP
106
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$286K – – –
SF
107
Synovus Financial
Georgia
$285K +$66.9K +1,644 +32%
WMA
108
Wealth Management Associates
New Jersey
$268K -$6.84K -168 -3%
JWCA
109
J.W. Cole Advisors
Florida
$258K +$249K +6,126 New
AC
110
Avestar Capital
New York
$251K -$2.75M -67,537 -92%
TFS
111
Thoroughbred Financial Services
Tennessee
$238K – – –
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$227K +$1.75K +43 +0.8%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$223K +$12.6K +309 +6%
RJT
114
Raymond James Trust
Florida
$218K +$210K +5,170 New
BF
115
BOK Financial
Oklahoma
$215K – – –
CWM
116
Cornerstone Wealth Management
Missouri
$214K +$207K +5,077 New
DIA
117
Dana Investment Advisors
Wisconsin
$203K +$196K +4,826 New
BFPW
118
BOK Financial Private Wealth
Colorado
$203K +$196K +4,827 New
US Bancorp
119
US Bancorp
Minnesota
$200K – – –
IA
120
IFP Advisors
Florida
$181K -$6.47K -159 -4%
VCP
121
Verus Capital Partners
Arizona
$173K +$168K +4,122 New
VFA
122
Valeo Financial Advisors
Indiana
$158K +$651 +16 +0.4%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$2.2K -54 -1%
BB
124
Busey Bank
Illinois
$114K +$110K +2,714 New
MA
125
MUFG Americas
New York
$105K – – –
3 4
5
6 7

EZM Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2019, worth a combined $654M — up 5.9% from $617M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZM positions and 13 closed out — a net gain of 22 holders — while 40 added to existing stakes and 53 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $83.9M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $15.5M sold.

  • 158 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2019, up from 139 in Q3 2019.
  • Funds reported $654M of WisdomTree US MidCap Fund stock for Q4 2019, up 5.9% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2019 and 13 closed out, a net change of +22 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2019 was Truist Financial, an estimated $83.9M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2019 was Daido Life Insurance Company, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2019.