WisdomTree US MidCap Fund
EZM
146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
22% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 37
20% more capital invested
Capital invested by funds: $396M → $476M (+$80.2M)
11% more funds holding
Funds holding: 132 → 146 (+14)
3.34% more ownership
Funds ownership: 53.64% → 56.98% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$28.9M |
| 2 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$4.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.51M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.46M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.42M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.06M |
| 5 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
-$989K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
151
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$48K | -834 | Closed |
|
152
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$41K | -797 | Closed |
|
153
Barclays
London,
United Kingdom
| – | -$20K | -383 | Closed |
|
|
JPLA
154
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$8K | -150 | Closed |
|
|
JGIA
155
Jackson Grant Investment Advisers
Stamford,
Connecticut
| – | -$4K | -81 | Closed |
|
|
RCA
156
Ranch Capital Advisors
Sarasota,
Florida
| – | -$3K | -59 | Closed |
|
EZM Hedge Fund Activity: Q4 2021 in Review
146 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2021, worth a combined $476M — up 20% from $396M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EZM positions and 11 closed out — a net gain of 15 holders — while 45 added to existing stakes and 37 trimmed.
The largest buyer was LPL Financial, adding an estimated $28.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.
- 146 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2021, up from 132 in Q3 2021.
- Funds reported $476M of WisdomTree US MidCap Fund stock for Q4 2021, up 20% quarter-over-quarter.
- 26 funds opened new WisdomTree US MidCap Fund positions in Q4 2021 and 11 closed out, a net change of +15 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2021 was LPL Financial, an estimated $28.9M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2021 was Citadel Advisors, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2021.