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WisdomTree US MidCap Fund
EZM

132 hedge funds and large institutions have $608M invested in WisdomTree US MidCap Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $496M → $608M (+$112M)

6% more funds holding

Funds holding: 125 → 132 (+7)

4% more ownership

Funds ownership: 51.38% → 55.38% (+4%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
17
Increased
47
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
+$12.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.86M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.33M
4
Bank of America
Bank of America
North Carolina
+$1.67M
5
CA
Continuum Advisory
Idaho
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
HWA
HCR Wealth Advisors
California
-$12.4M
2
TA
TMD & Associates
Arizona
-$3.64M
3
LFG
LifePlan Financial Group
Ohio
-$1.86M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
126
Bartlett & Co
Ohio
$6K – – –
CFA
127
Carroll Financial Associates
North Carolina
$6K – – –
BlackRock
128
BlackRock
New York
$4K -$889 -23 -19%
BWA
129
BDO Wealth Advisors
Florida
$4K – – –
GI
130
Gradient Investments
Minnesota
$2K – – –
JPLA
131
Joseph P. Lucia & Associates
New York
$300 +$472K +12,204 New
HWA
132
HCR Wealth Advisors
California
– -$12.4M -360,632 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$1.31M -38,252 Closed
CA
134
Cetera Advisors
Colorado
– -$987K -28,742 Closed
AI
135
Atria Investments
North Carolina
– -$833K -24,301 Closed
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
– -$541K -15,786 Closed
Baird Financial Group
137
Baird Financial Group
Wisconsin
– -$232K -6,756 Closed
JA
138
JOYN Advisors
Georgia
– -$15K -450 Closed
GWM
139
Geneos Wealth Management
Colorado
– -$13K -394 Closed
MOS
140
MGO One Seven
Ohio
– -$13K -390 Closed
IWA
141
Intercontinental Wealth Advisors
Texas
– -$13K -385 Closed
2 3 4 5
6

EZM Hedge Fund Activity: Q1 2019 in Review

132 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2019, worth a combined $608M — up 22% from $496M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EZM positions and 10 closed out — a net gain of 7 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $12.1M. The largest seller was HCR Wealth Advisors, exiting entirely with an estimated $12.4M sold.

  • 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2019, up from 125 in Q4 2018.
  • Funds reported $608M of WisdomTree US MidCap Fund stock for Q1 2019, up 22% quarter-over-quarter.
  • 17 funds opened new WisdomTree US MidCap Fund positions in Q1 2019 and 10 closed out, a net change of +7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2019 was Suntrust Banks, an estimated $12.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2019 was HCR Wealth Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2019.