WisdomTree US MidCap Fund
EZM
92 hedge funds and large institutions have $350M invested in WisdomTree US MidCap Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 9 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 28
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $326M → $350M (+$23.8M)
1.39% more ownership
Funds ownership: 40.87% → 42.25% (+1.4%)
1% more funds holding
Funds holding: 91 → 92 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$12.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.63M |
| 3 |
Morgan Stanley
New York
|
+$4.33M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.41M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.54M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$1.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$888K |
| 5 |
Bank of New York Mellon
New York
|
-$868K |
EZM Hedge Fund Activity: Q2 2017 in Review
92 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2017, worth a combined $350M — up 7.3% from $326M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EZM positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 28 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $12.7M. The largest seller was UBS Group, cutting an estimated $4M.
- 92 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2017, up from 91 in Q1 2017.
- Funds reported $350M of WisdomTree US MidCap Fund stock for Q2 2017, up 7.3% quarter-over-quarter.
- 11 funds opened new WisdomTree US MidCap Fund positions in Q2 2017 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2017 was Suntrust Banks, an estimated $12.7M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2017 was UBS Group, an estimated $4M sold.
Based on aggregated 13F filings for Q2 2017.