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WisdomTree US MidCap Fund
EZM

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $481M → $521M (+$40M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.88% more ownership

Funds ownership: 46.64% → 47.52% (+0.88%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
+$8.94M
2
CWM
Cornerstone Wealth Management
Missouri
+$4.21M
3
RJA
Raymond James & Associates
Florida
+$3.62M
4
Wells Fargo
Wells Fargo
California
+$2.37M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.77M

Top Sellers

1
CF
Copperwynd Financial
Arizona
-$2.31M
2
Jane Street
Jane Street
New York
-$2.12M
3
LPL Financial
LPL Financial
California
-$1.57M
4
NWP
Northstar Wealth Partners
Connecticut
-$775K
5
IWM
IHT Wealth Management
Illinois
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91.2M +$977K +24,628 +1%
SB
2
Suntrust Banks
Georgia
$68.8M +$1.29M +32,455 +2%
UBS Group
3
UBS Group
Switzerland
$38.4M +$786K +19,818 +2%
TLIC
4
Taiyo Life Insurance Company
Japan
$35.4M – – –
Bank of America
5
Bank of America
North Carolina
$26.4M +$7.82K +197 +0%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$24.3M +$622K +15,681 +3%
Wells Fargo
7
Wells Fargo
California
$24.2M +$2.37M +59,653 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.7M -$747K -18,823 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$18.1M +$1.77M +44,660 +11%
DLIC
10
Daido Life Insurance Company
Japan
$13.8M +$8.94M +225,313 +189%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.6M +$214K +5,389 +2%
TA
12
TMD & Associates
Arizona
$10.7M -$169K -4,252 -2%
HT
13
Hefren-Tillotson
Pennsylvania
$8.45M +$679K +17,112 +9%
AC
14
Avestar Capital
New York
$5.71M +$18.3K +460 +0.3%
LPL Financial
15
LPL Financial
California
$5.67M -$1.57M -39,577 -22%
MWM
16
Marietta Wealth Management
Georgia
$5.55M +$335K +8,450 +7%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$5.34M +$43.6K +1,099 +0.8%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.28M +$279K +7,019 +6%
3AM
19
3D Asset Management
Connecticut
$5.03M -$252K -6,353 -5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.34M +$95.8K +2,413 +2%
RJA
21
Raymond James & Associates
Florida
$4.33M +$3.62M +91,281 +557%
LFG
22
LifePlan Financial Group
Ohio
$4.15M -$1.43K -36 -0%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$4.14M – – –
NFC
24
Northeast Financial Consultants
Connecticut
$3.61M -$119K -3,000 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.6M +$8.29K +209 +0.2%
1
2 3 4 5

EZM Hedge Fund Activity: Q2 2018 in Review

124 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2018, worth a combined $521M — up 8.3% from $481M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EZM positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $8.94M. The largest seller was Copperwynd Financial, exiting entirely with an estimated $2.31M sold.

  • 124 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $521M of WisdomTree US MidCap Fund stock for Q2 2018, up 8.3% quarter-over-quarter.
  • 19 funds opened new WisdomTree US MidCap Fund positions in Q2 2018 and 9 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2018 was Daido Life Insurance Company, an estimated $8.94M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2018 was Copperwynd Financial, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2018.