WisdomTree US MidCap Fund
EZM
129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.
1.45% less ownership
Funds ownership: 57.09% → 55.64% (-1.5%)
18% less funds holding
Funds holding: 158 → 129 (-29)
40% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 57
50% less capital invested
Capital invested by funds: $654M → $326M (-$328M)
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
63% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.5M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$10.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.06M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
-$37M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$17.9M |
| 3 |
QCM
Quest Capital Management
Dallas,
Texas
|
-$15.5M |
| 4 |
Morgan Stanley
New York
|
-$15.5M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$7.55M |
EZM Hedge Fund Activity: Q1 2020 in Review
129 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2020, worth a combined $326M — down 50% from $654M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of EZM and 15 opened new positions — a net loss of 26 holders — while 57 trimmed existing stakes and 34 added.
The largest buyer was Susquehanna International Group, adding an estimated $14.5M. The largest seller was Taiyo Life Insurance Company, exiting entirely with an estimated $37M sold.
- 129 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2020, down from 158 in Q4 2019.
- Funds reported $326M of WisdomTree US MidCap Fund stock for Q1 2020, down 50% quarter-over-quarter.
- 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2020 and 41 closed out, a net change of -26 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $14.5M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2020 was Taiyo Life Insurance Company, an estimated $37M sold.
Based on aggregated 13F filings for Q1 2020.