WisdomTree US MidCap Fund
EZM
115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 25
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
2% more funds holding
Funds holding: 113 → 115 (+2)
3% more capital invested
Capital invested by funds: $466M → $481M (+$14.8M)
0.64% more ownership
Funds ownership: 46% → 46.64% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$4.74M |
| 2 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$4.11M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.5M |
| 4 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
+$2.38M |
| 5 |
Jane Street
New York
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.5M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$959K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$950K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$582K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$573K |
EZM Hedge Fund Activity: Q1 2018 in Review
115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2018, worth a combined $481M — up 3.2% from $466M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EZM positions and 12 closed out — a net gain of 3 holders — while 47 added to existing stakes and 25 trimmed.
The largest buyer was Daido Life Insurance Company, opening a new position worth an estimated $4.74M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.
- 115 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2018, up from 113 in Q4 2017.
- Funds reported $481M of WisdomTree US MidCap Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
- 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2018 and 12 closed out, a net change of +3 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2018 was Daido Life Insurance Company, an estimated $4.74M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2018 was Morgan Stanley, an estimated $4.5M sold.
Based on aggregated 13F filings for Q1 2018.