WisdomTree US MidCap Fund
EZM
42 hedge funds and large institutions have $170M invested in WisdomTree US MidCap Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
283% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more capital invested
Capital invested by funds: $134M → $170M (+$36M)
14% more funds holding
Funds holding: 37 → 42 (+5)
3.27% less ownership
Funds ownership: 119.23% → 115.96% (-3.3%)
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.83M |
| 2 |
Jane Street
New York
|
+$3.43M |
| 3 |
Morgan Stanley
New York
|
+$3.39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.38M |
| 5 |
AIG
American International Group
New York
|
+$1.81M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.06M |
| 2 |
Citigroup
New York
|
-$145K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$33.1K |
| 4 |
JP Morgan Chase
New York
|
-$20.2K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$14K |
EZM Hedge Fund Activity: Q4 2013 in Review
42 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2013, worth a combined $170M — up 27% from $134M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EZM positions and 2 closed out — a net gain of 6 holders — while 23 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.83M. The largest seller was Royal Bank of Canada, cutting an estimated $1.06M.
- 42 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2013, up from 37 in Q3 2013.
- Funds reported $170M of WisdomTree US MidCap Fund stock for Q4 2013, up 27% quarter-over-quarter.
- 8 funds opened new WisdomTree US MidCap Fund positions in Q4 2013 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2013 was Susquehanna International Group, an estimated $3.83M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2013 was Royal Bank of Canada, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2013.