WisdomTree US MidCap Fund
EZM
72 hedge funds and large institutions have $304M invested in WisdomTree US MidCap Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 14
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more funds holding
Funds holding: 64 → 72 (+8)
3% less capital invested
Capital invested by funds: $312M → $304M (-$8.29M)
7.95% less ownership
Funds ownership: 127.05% → 119.1% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.22M |
| 2 |
HF
HRT Financial
New York
|
+$3.2M |
| 3 |
Morgan Stanley
New York
|
+$2.74M |
| 4 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$2.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.5M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 5 |
SG Americas Securities
New York
|
-$1.02M |
EZM Hedge Fund Activity: Q2 2015 in Review
72 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2015, worth a combined $304M — down 2.7% from $312M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EZM positions and 3 closed out — a net gain of 8 holders — while 35 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $8.22M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.5M sold.
- 72 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2015, up from 64 in Q1 2015.
- Funds reported $304M of WisdomTree US MidCap Fund stock for Q2 2015, down 2.7% quarter-over-quarter.
- 11 funds opened new WisdomTree US MidCap Fund positions in Q2 2015 and 3 closed out, a net change of +8 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2015 was Jane Street, an estimated $8.22M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2015 was Raymond James Financial Services Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2015.