WisdomTree US MidCap Fund
EZM
66 hedge funds and large institutions have $255M invested in WisdomTree US MidCap Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $226M → $255M (+$29.3M)
10% more funds holding
Funds holding: 60 → 66 (+6)
3.2% more ownership
Funds ownership: 112.94% → 116.15% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.4M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$6.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.75M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.49M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$13.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.76M |
| 3 |
Jane Street
New York
|
-$4.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.26M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.03M |
EZM Hedge Fund Activity: Q4 2014 in Review
66 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2014, worth a combined $255M — up 13% from $226M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EZM positions and 3 closed out — a net gain of 8 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.4M. The largest seller was 3D Asset Management, cutting an estimated $13.7M.
- 66 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2014, up from 60 in Q3 2014.
- Funds reported $255M of WisdomTree US MidCap Fund stock for Q4 2014, up 13% quarter-over-quarter.
- 11 funds opened new WisdomTree US MidCap Fund positions in Q4 2014 and 3 closed out, a net change of +8 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2014 was Morgan Stanley, an estimated $13.4M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2014 was 3D Asset Management, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2014.