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WisdomTree US MidCap Fund
EZM

37 hedge funds and large institutions have $134M invested in WisdomTree US MidCap Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

32% more capital invested

Capital invested by funds: $101M → $134M (+$32.8M)

9% more funds holding

Funds holding: 34 → 37 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17.06% less ownership

Funds ownership: 136.29% → 119.23% (-17%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
19
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3D Asset Management
Connecticut
+$7.51M
2
AIG
American International Group
New York
+$4.45M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.72M
4
Bank of America
Bank of America
North Carolina
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$1.09M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$668K
3
U
UBS
Switzerland
-$402K
4
VC
Vicus Capital
Pennsylvania
-$94.1K
5
JP Morgan Chase
JP Morgan Chase
New York
-$59.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$58.3M +$7.51M +293,436 +15%
LPL Financial
2
LPL Financial
California
$13.2M +$377K +14,733 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.08M +$766K +29,949 +9%
Bank of America
4
Bank of America
North Carolina
$7.35M +$2.84M +110,988 +66%
Morgan Stanley
5
Morgan Stanley
New York
$7.33M +$1.09M +42,672 +18%
U
6
UBS
Switzerland
$5.68M -$402K -15,729 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.8M +$3.72M +145,422 +390%
AIG
8
American International Group
New York
$4.58M +$4.45M +173,946 +36,014%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.78M -$3.55M -138,720 -49%
Wells Fargo
10
Wells Fargo
California
$3.16M -$20.6K -807 -0.7%
BTS
11
BB&T Securities
Virginia
$2.38M -$3.84K -150 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.19M +$483K +18,897 +29%
VC
13
Vicus Capital
Pennsylvania
$1.44M -$94.1K -3,678 -6%
PI
14
Placemark Investments
Illinois
$1.36M +$811K +31,707 +158%
CWM
15
Concert Wealth Management
California
$1.1M -$3.45K -135 -0.3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.04M +$956K +37,353 +1,717%
CANC
17
Culbertson A N & Co
Virginia
$912K +$74.8K +2,925 +9%
Citigroup
18
Citigroup
New York
$858K +$363K +14,172 +77%
PTC
19
Private Trust Company
Ohio
$819K -$36.4K -1,422 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$741K +$312K +12,192 +76%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$606K +$149K +5,814 +34%
Jane Street
22
Jane Street
New York
$540K +$526K +20,547 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$510K -$668K -26,118 -57%
FIM
24
Freedom Investment Management
Connecticut
$377K +$3.3K +129 +0.9%
JP Morgan Chase
25
JP Morgan Chase
New York
$364K -$59.6K -2,328 -14%
1
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EZM Hedge Fund Activity: Q3 2013 in Review

37 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2013, worth a combined $134M — up 32% from $101M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EZM positions and 0 closed out — a net gain of 3 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was 3D Asset Management, adding an estimated $7.51M. The largest seller was Susquehanna International Group, cutting an estimated $3.55M.

  • 37 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2013, up from 34 in Q2 2013.
  • Funds reported $134M of WisdomTree US MidCap Fund stock for Q3 2013, up 32% quarter-over-quarter.
  • 3 funds opened new WisdomTree US MidCap Fund positions in Q3 2013 and 0 closed out, a net change of +3 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2013 was 3D Asset Management, an estimated $7.51M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2013 was Susquehanna International Group, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2013.