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WisdomTree US MidCap Fund
EZM

91 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

10% more funds holding

Funds holding: 83 → 91 (+8)

1% more capital invested

Capital invested by funds: $324M → $326M (+$1.8M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

87.93% less ownership

Funds ownership: 128.8% → 40.87% (-88%)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
35
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.07M
2
SB
Suntrust Banks
Georgia
+$5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
4
Morgan Stanley
Morgan Stanley
New York
+$1.57M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.55M

Top Sellers

1
3AM
3D Asset Management
Connecticut
-$11.6M
2
Bank of America
Bank of America
North Carolina
-$8.44M
3
AIM
Advantage Investment Management
Iowa
-$2.56M
4
AG
Advisor Group
Arizona
-$2.45M
5
UBS Group
UBS Group
Switzerland
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.6M +$1.57M +44,697 +2%
SB
2
Suntrust Banks
Georgia
$40.7M +$5M +142,766 +14%
UBS Group
3
UBS Group
Switzerland
$39.2M -$1.6M -45,653 -4%
Bank of America
4
Bank of America
North Carolina
$25M -$8.44M -240,917 -25%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$17.5M +$1.43M +40,962 +9%
Wells Fargo
6
Wells Fargo
California
$16.6M +$5.07M +144,806 +44%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M +$603K +17,221 +5%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.6M +$1.55M +44,221 +17%
TA
9
TMD & Associates
Arizona
$9.91M +$168K +4,783 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.01M +$104K +2,981 +1%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$6.2M +$324K +9,244 +6%
3AM
12
3D Asset Management
Connecticut
$5.58M -$11.6M -331,330 -68%
LPL Financial
13
LPL Financial
California
$5.31M -$1.39M -39,600 -21%
HT
14
Hefren-Tillotson
Pennsylvania
$4.55M +$609K +17,375 +16%
NFC
15
Northeast Financial Consultants
Connecticut
$3.68M – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.5M -$174K -4,964 -5%
MWM
17
Marietta Wealth Management
Georgia
$3.34M +$692K +19,749 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.95M +$328K +9,370 +13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.85M +$191K +5,456 +7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.55M +$108K +3,092 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.4M +$1.91M +54,640 +406%
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.31M +$104K +2,956 +5%
CCA
23
Clearwater Capital Advisors
Illinois
$2.07M +$177K +5,059 +9%
CFD
24
Creative Financial Designs
Indiana
$2.06M +$98.6K +2,814 +5%
AG
25
Advisor Group
Arizona
$2.03M -$2.45M -69,983 -55%
1
2 3 4

EZM Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2017, worth a combined $326M — up 0.56% from $324M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 4 closed out — a net gain of 9 holders — while 35 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.07M. The largest seller was 3D Asset Management, cutting an estimated $11.6M.

  • 91 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2017, up from 83 in Q4 2016.
  • Funds reported $326M of WisdomTree US MidCap Fund stock for Q1 2017, up 0.56% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q1 2017 and 4 closed out, a net change of +9 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2017 was Wells Fargo, an estimated $5.07M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2017 was 3D Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2017.