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WisdomTree US MidCap Fund
EZM

34 hedge funds and large institutions have $101M invested in WisdomTree US MidCap Fund in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

136.29% more ownership

Funds ownership: 0% → 136.29% (+136%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$46.2M +$45.7M +1,925,454 New
LPL Financial
2
LPL Financial
California
$11.5M +$11.4M +478,377 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.57M +$7.49M +315,708 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.78M +$6.71M +282,606 New
Morgan Stanley
5
Morgan Stanley
New York
$5.67M +$5.61M +236,415 New
U
6
UBS
Switzerland
$5.57M +$5.51M +232,077 New
Bank of America
7
Bank of America
North Carolina
$4.05M +$4.01M +168,873 New
Wells Fargo
8
Wells Fargo
California
$2.9M +$2.87M +121,116 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.55M +$1.53M +64,434 New
VC
10
Vicus Capital
Pennsylvania
$1.41M +$1.39M +58,614 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.09M +$1.08M +45,561 New
CWM
12
Concert Wealth Management
California
$1.01M +$995K +41,907 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$895K +$885K +37,287 New
PTC
14
Private Trust Company
Ohio
$782K +$774K +32,592 New
CANC
15
Culbertson A N & Co
Virginia
$763K +$755K +31,800 New
PI
16
Placemark Investments
Illinois
$481K +$475K +20,031 New
Citigroup
17
Citigroup
New York
$444K +$439K +18,492 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$414K +$410K +17,274 New
JP Morgan Chase
19
JP Morgan Chase
New York
$388K +$384K +16,179 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$385K +$381K +16,038 New
FIM
21
Freedom Investment Management
Connecticut
$341K +$338K +14,232 New
SCM
22
Sterneck Capital Management
Missouri
$281K +$278K +11,700 New
Ameriprise
23
Ameriprise
Minnesota
$274K +$271K +11,427 New
DG
24
Davidson & Garrard
Virginia
$242K +$239K +10,080 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$52K +$51.6K +2,175 New
1
2

EZM Hedge Fund Activity: Q2 2013 in Review

34 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2013, worth a combined $101M.

Buyers outnumbered sellers: 34 funds opened new EZM positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $101M of WisdomTree US MidCap Fund stock for Q2 2013.
  • 34 funds opened new WisdomTree US MidCap Fund positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.