WisdomTree US MidCap Fund
EZM
125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
10% more funds holding
Funds holding: 114 → 125 (+11)
9% more capital invested
Capital invested by funds: $262M → $284M (+$22.3M)
1.13% less ownership
Funds ownership: 51.13% → 50% (-1.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.49M |
| 2 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$1.31M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$8.02M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$5.89M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.18M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.89M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
126
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$253K | -7,397 | Closed |
|
|
VFA
127
Valeo Financial Advisors
Carmel,
Indiana
| – | -$84K | -2,469 | Closed |
|
|
GSWM
128
Golden State Wealth Management
Santa Ana,
California
| – | -$36K | -1,050 | Closed |
|
|
BC
129
Bartlett & Co
Cincinnati,
Ohio
| – | -$6K | -165 | Closed |
|
|
BCWM
130
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$5.64K | -165 | Closed |
|
|
WPA
131
West Paces Advisors
Atlanta,
Georgia
| – | -$2.87K | -84 | Closed |
|
|
AF
132
Allworth Financial
Folsom,
California
| – | -$3K | -82 | Closed |
|
133
BlackRock
New York
| – | -$1K | -18 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | +$40 | +1 | +100% |
|
|
DWP
135
Destiny Wealth Partners
Tavares,
Florida
| – | +$159 | +4 | New |
|
EZM Hedge Fund Activity: Q4 2020 in Review
125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2020, worth a combined $284M — up 8.5% from $262M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EZM positions and 9 closed out — a net gain of 14 holders — while 30 added to existing stakes and 45 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.49M. The largest seller was Truist Financial, cutting an estimated $8.02M.
- 125 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2020, up from 114 in Q3 2020.
- Funds reported $284M of WisdomTree US MidCap Fund stock for Q4 2020, up 8.5% quarter-over-quarter.
- 23 funds opened new WisdomTree US MidCap Fund positions in Q4 2020 and 9 closed out, a net change of +14 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2020 was Royal Bank of Canada, an estimated $1.49M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2020 was Truist Financial, an estimated $8.02M sold.
Based on aggregated 13F filings for Q4 2020.