WisdomTree US MidCap Fund
EZM
47 hedge funds and large institutions have $196M invested in WisdomTree US MidCap Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $170M → $196M (+$26.4M)
12% more funds holding
Funds holding: 42 → 47 (+5)
3.63% less ownership
Funds ownership: 115.96% → 112.33% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.3M |
| 2 |
Morgan Stanley
New York
|
+$5.22M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$4.57M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.46M |
| 2 |
Jane Street
New York
|
-$4.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$216K |
| 5 |
Bank of New York Mellon
New York
|
-$143K |
EZM Hedge Fund Activity: Q1 2014 in Review
47 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2014, worth a combined $196M — up 16% from $170M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EZM positions and 1 closed out — a net gain of 5 holders — while 28 added to existing stakes and 8 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.3M. The largest seller was Susquehanna International Group, cutting an estimated $5.46M.
- 47 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2014, up from 42 in Q4 2013.
- Funds reported $196M of WisdomTree US MidCap Fund stock for Q1 2014, up 16% quarter-over-quarter.
- 6 funds opened new WisdomTree US MidCap Fund positions in Q1 2014 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2014 was Gateway Advisory, an estimated $6.3M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2014 was Susquehanna International Group, an estimated $5.46M sold.
Based on aggregated 13F filings for Q1 2014.