WisdomTree US MidCap Fund
EZM
120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 26
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $521M → $573M (+$52.1M)
0.46% more ownership
Funds ownership: 47.52% → 47.98% (+0.46%)
3% less funds holding
Funds holding: 124 → 120 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$13.7M |
| 2 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$13.3M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.92M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.88M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.36M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
-$1.05M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$960K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
126
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$63K | -1,569 | Closed |
|
127
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$55K | -1,368 | Closed |
|
|
GFP
128
Gryphon Financial Partners
Columbus,
Ohio
| – | -$40K | -1,000 | Closed |
|
|
TCOV
129
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -76 | Closed |
|
EZM Hedge Fund Activity: Q3 2018 in Review
120 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2018, worth a combined $573M — up 10% from $521M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EZM and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 53 added.
The largest buyer was 3D Asset Management, adding an estimated $13.7M. The largest seller was Centaurus Financial, cutting an estimated $2.36M.
- 120 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2018, down from 124 in Q2 2018.
- Funds reported $573M of WisdomTree US MidCap Fund stock for Q3 2018, up 10% quarter-over-quarter.
- 7 funds opened new WisdomTree US MidCap Fund positions in Q3 2018 and 10 closed out, a net change of -3 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2018 was 3D Asset Management, an estimated $13.7M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2018 was Centaurus Financial, an estimated $2.36M sold.
Based on aggregated 13F filings for Q3 2018.