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WisdomTree US MidCap Fund
EZM

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $284M → $363M (+$78.5M)

7% more funds holding

Funds holding: 125 → 134 (+9)

1.1% more ownership

Funds ownership: 50% → 51.1% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$8.03M
2
GPWA
Great Point Wealth Advisors
Massachusetts
+$6.87M
3
UBS Group
UBS Group
Switzerland
+$5.92M
4
Bank of America
Bank of America
North Carolina
+$2.95M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$821K

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$6.01M
2
Truist Financial
Truist Financial
North Carolina
-$5.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.17M
5
3LCM
3D/L Capital Management
Connecticut
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
101
Graves Light Lenhart Wealth
Virginia
$76K – – –
CAL
102
Capital Analysts LLC
Pennsylvania
$74K +$69.6K +1,451 New
CFO
103
CVA Family Office
Colorado
$73K – – –
CAL
104
Capital Advisors Ltd
Ohio
$63K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$63K – – –
APA
106
American Portfolios Advisors
New York
$57.6K – – –
EP
107
Eudaimonia Partners
Tennessee
$53K – – –
FHA
108
First Horizon Advisors
Tennessee
$40K – – –
William Blair & Company
109
William Blair & Company
Illinois
$39K -$38.3K -798 -51%
TFS
110
TrustCore Financial Services
Tennessee
$37K – – –
JP Morgan Chase
111
JP Morgan Chase
New York
$36K – – –
AWM
112
Avior Wealth Management
Nebraska
$31K +$29.4K +612 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$29K – – –
CFD
114
Creative Financial Designs
Indiana
$28K – – –
GWSG
115
GPS Wealth Strategies Group
Colorado
$27K +$25.7K +535 New
RG
116
Retirement Group
California
$26K +$48 +1 +0.2%
NIC
117
Northwest Investment Counselors
Oregon
$26K +$24.6K +512 New
COCM
118
Charter Oak Capital Management
New Hampshire
$24K – – –
SFS
119
Sowell Financial Services
Arkansas
$24K – – –
HI
120
Harbour Investments
Wisconsin
$17K +$15.6K +325 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$16K – – –
GEA
122
Glen Eagle Advisors
New Jersey
$15.6K – – –
US Bancorp
123
US Bancorp
Minnesota
$9K – – –
SBL
124
Sargent Bickham Lagudis
Colorado
$9K +$8.88K +185 New
JPLA
125
Joseph P. Lucia & Associates
New York
$8K – – –
2 3 4
5
6

EZM Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2021, worth a combined $363M — up 28% from $284M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EZM positions and 10 closed out — a net gain of 10 holders — while 34 added to existing stakes and 43 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.03M. The largest seller was Money Concepts Capital, cutting an estimated $6.01M.

  • 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2021, up from 125 in Q4 2020.
  • Funds reported $363M of WisdomTree US MidCap Fund stock for Q1 2021, up 28% quarter-over-quarter.
  • 20 funds opened new WisdomTree US MidCap Fund positions in Q1 2021 and 10 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2021 was HighTower Advisors, an estimated $8.03M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2021 was Money Concepts Capital, an estimated $6.01M sold.

Based on aggregated 13F filings for Q1 2021.