We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

114 hedge funds and large institutions have $262M invested in WisdomTree US MidCap Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.71% less ownership

Funds ownership: 53.84% → 51.13% (-2.7%)

7% less funds holding

Funds holding: 122 → 114 (-8)

13% less capital invested

Capital invested by funds: $301M → $262M (-$38.6M)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

48% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 52

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
27
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725K
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$700K
3
AAS
Avantax Advisory Services
Texas
+$634K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$630K
5
APW
Aurora Private Wealth
New Jersey
+$560K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$13M
2
Truist Financial
Truist Financial
North Carolina
-$8.04M
3
Morgan Stanley
Morgan Stanley
New York
-$6.94M
4
UBS Group
UBS Group
Switzerland
-$6.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
101
Glen Eagle Advisors
New Jersey
$10.5K – – –
TFS
102
TrustCore Financial Services
Tennessee
$8K – – –
BC
103
Bartlett & Co
Ohio
$6K – – –
BCWM
104
Bartlett & Co Wealth Management
Ohio
$5.64K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$5K +$34 +1 +0.6%
AF
106
Allworth Financial
California
$3K – – –
BWA
107
BDO Wealth Advisors
Florida
$3K – – –
WPA
108
West Paces Advisors
Georgia
$2.87K – – –
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$2K -$18.1K -525 -89%
GI
110
Gradient Investments
Minnesota
$2K – – –
BlackRock
111
BlackRock
New York
$1K – – –
RCA
112
Ranch Capital Advisors
Florida
$1K +$34 +1 +2%
Citadel Advisors
113
Citadel Advisors
Florida
– -$2.28M -70,006 Closed
OC
114
Oppenheimer & Co
New York
– -$594K -18,217 Closed
XS
115
XR Securities
Illinois
– -$526K -16,157 Closed
SWM
116
SeaCrest Wealth Management
New York
– -$371K -11,380 Closed
Jane Street
117
Jane Street
New York
– -$369K -11,340 Closed
IDA
118
Intelligence Driven Advisers
California
– -$339K -10,408 Closed
PWAP
119
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$220K -6,751 Closed
HWM
120
Howard Wealth Management
Connecticut
– -$205K -6,316 Closed
UWM
121
USAdvisors Wealth Management
Minnesota
– -$201K -6,183 Closed
CAN
122
Cetera Advisor Networks
California
– -$160K -4,908 Closed
GRP
123
Global Retirement Partners
California
– -$140K -4,300 Closed
IA
124
IFP Advisors
Florida
– -$104K -3,012 Closed
OPS
125
Orion Portfolio Solutions
Nebraska
– -$44K -1,346 Closed
2 3 4
5
6

EZM Hedge Fund Activity: Q3 2020 in Review

114 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2020, worth a combined $262M — down 13% from $301M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EZM and 9 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 27 added.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $725K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13M.

  • 114 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2020, down from 122 in Q2 2020.
  • Funds reported $262M of WisdomTree US MidCap Fund stock for Q3 2020, down 13% quarter-over-quarter.
  • 9 funds opened new WisdomTree US MidCap Fund positions in Q3 2020 and 16 closed out, a net change of -7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2020 was T. Rowe Price Associates, an estimated $725K added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2020.