WisdomTree US MidCap Fund
EZM
84 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 15 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 20
5% more capital invested
Capital invested by funds: $350M → $367M (+$17.6M)
0.07% more ownership
Funds ownership: 42.25% → 42.32% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less funds holding
Funds holding: 92 → 84 (-8)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.54M |
| 2 |
Morgan Stanley
New York
|
+$2.24M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$941K |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
+$861K |
| 5 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$787K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.54M |
| 3 |
FLI
Family Legacy Inc
Greenville,
South Carolina
|
-$1.49M |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$864K |
| 5 |
Bank of New York Mellon
New York
|
-$418K |
EZM Hedge Fund Activity: Q3 2017 in Review
84 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2017, worth a combined $367M — up 5% from $350M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of EZM and 8 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 34 added.
The largest buyer was Suntrust Banks, adding an estimated $2.54M. The largest seller was UBS Group, cutting an estimated $2.44M.
- 84 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2017, down from 92 in Q2 2017.
- Funds reported $367M of WisdomTree US MidCap Fund stock for Q3 2017, up 5% quarter-over-quarter.
- 8 funds opened new WisdomTree US MidCap Fund positions in Q3 2017 and 15 closed out, a net change of -7 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2017 was Suntrust Banks, an estimated $2.54M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2017 was UBS Group, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2017.