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WisdomTree US MidCap Fund
EZM

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

2% more funds holding

Funds holding: 132 → 134 (+2)

4% more capital invested

Capital invested by funds: $608M → $631M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.4% less ownership

Funds ownership: 55.38% → 54.99% (-0.4%)

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
+$6.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.5M
3
CF
Centaurus Financial
California
+$2.18M
4
AWM
AE Wealth Management
Kansas
+$2.09M
5
CFA
Carroll Financial Associates
North Carolina
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.65M
2
Morgan Stanley
Morgan Stanley
New York
-$4.62M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.49M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.21M
5
Jane Street
Jane Street
New York
-$849K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
126
Bartlett & Co Wealth Management
Ohio
$6.6K – – –
AF
127
Advisornet Financial
Minnesota
$6K – – –
AIP
128
Ameritas Investment Partners
Nebraska
$6K +$40 +1 +0.6%
BWA
129
BDO Wealth Advisors
Florida
$4K – – –
BlackRock
130
BlackRock
New York
$4K – – –
AF
131
Allworth Financial
California
$3K +$3.25K +82 New
GI
132
Gradient Investments
Minnesota
$2K – – –
ASN
133
Advisory Services Network
Georgia
$2K +$1.59K +40 New
Jane Street
134
Jane Street
New York
– -$849K -21,590 Closed
TF
135
TIAA FSB
Florida
– -$604K -15,350 Closed
AIC
136
Ameritas Investment Company
Nebraska
– -$285K -7,245 Closed
WTB
137
Washington Trust Bank
Washington
– -$257K -6,525 Closed
TFS
138
Thoroughbred Financial Services
Tennessee
– -$223K -5,657 Closed
RCG
139
Ruggie Capital Group
Florida
– -$218K -5,535 Closed
M&T Bank
140
M&T Bank
New York
– -$201K -5,100 Closed
CWM
141
Cornerstone Wealth Management
Missouri
– -$649K -3,819 Closed
ST
142
Sageworth Trust
Pennsylvania
– -$80K -2,046 Closed
IP
143
Intellectus Partners
California
– -$45K -1,134 Closed
CFA
144
Camarda Financial Advisors
Florida
– -$15K -384 Closed
CHP
145
Cable Hill Partners
Oregon
– -$12K -300 Closed
2 3 4 5
6

EZM Hedge Fund Activity: Q2 2019 in Review

134 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2019, worth a combined $631M — up 3.8% from $608M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EZM positions and 12 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was ACG Wealth, adding an estimated $6.69M. The largest seller was Wells Fargo, cutting an estimated $4.65M.

  • 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2019, up from 132 in Q1 2019.
  • Funds reported $631M of WisdomTree US MidCap Fund stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree US MidCap Fund positions in Q2 2019 and 12 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2019 was ACG Wealth, an estimated $6.69M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2019 was Wells Fargo, an estimated $4.65M sold.

Based on aggregated 13F filings for Q2 2019.