WisdomTree US MidCap Fund
EZM
64 hedge funds and large institutions have $312M invested in WisdomTree US MidCap Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 11 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $251M → $312M (+$60.7M)
10.9% more ownership
Funds ownership: 116.15% → 127.05% (+11%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
3% less funds holding
Funds holding: 66 → 64 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.6M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$11.2M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.73M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.47M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$7.78M |
| 2 |
Jane Street
New York
|
-$3.06M |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$2.82M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.65M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$1.57M |
EZM Hedge Fund Activity: Q1 2015 in Review
64 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2015, worth a combined $312M — up 24% from $251M a quarter earlier.
Fund positioning in EZM was balanced in Q1 2015: 11 funds opened new positions, 11 closed out, 30 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was American International Group, cutting an estimated $7.78M.
- 64 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2015, down from 66 in Q4 2014.
- Funds reported $312M of WisdomTree US MidCap Fund stock for Q1 2015, up 24% quarter-over-quarter.
- 11 funds opened new WisdomTree US MidCap Fund positions in Q1 2015 and 11 closed out, a net change of 0 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2015 was Morgan Stanley, an estimated $17.6M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2015 was American International Group, an estimated $7.78M sold.
Based on aggregated 13F filings for Q1 2015.