WisdomTree US MidCap Fund
EZM
113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.
483% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 6
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
35% more funds holding
Funds holding: 84 → 113 (+29)
27% more capital invested
Capital invested by funds: $367M → $466M (+$99.3M)
3.68% more ownership
Funds ownership: 42.32% → 46% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.1M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$3.54M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.69M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.73M |
| 5 |
FLI
Family Legacy Inc
Greenville,
South Carolina
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$1.71M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$926K |
| 3 |
JP Morgan Chase
New York
|
-$873K |
| 4 |
Bank of New York Mellon
New York
|
-$724K |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$556K |
EZM Hedge Fund Activity: Q4 2017 in Review
113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2017, worth a combined $466M — up 27% from $367M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EZM positions and 6 closed out — a net gain of 29 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Investment Centers of America, exiting entirely with an estimated $1.71M sold.
- 113 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2017, up from 84 in Q3 2017.
- Funds reported $466M of WisdomTree US MidCap Fund stock for Q4 2017, up 27% quarter-over-quarter.
- 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2017 and 6 closed out, a net change of +29 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $12.1M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2017 was Investment Centers of America, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2017.