WisdomTree US MidCap Fund
EZM
119 hedge funds and large institutions have $574M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 10 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 24
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $520M → $574M (+$54.1M)
0.88% more ownership
Funds ownership: 47.13% → 48.01% (+0.88%)
3% less funds holding
Funds holding: 123 → 119 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$13.7M |
| 2 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$13.3M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.92M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.88M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 2 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
-$1.05M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$960K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$928K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$457K |
EZM Hedge Fund Activity: Q3 2018 in Review
119 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2018, worth a combined $574M — up 10% from $520M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EZM and 7 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 54 added.
The largest buyer was 3D Asset Management, adding an estimated $13.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.45M sold.
- 119 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2018, down from 123 in Q2 2018.
- Funds reported $574M of WisdomTree US MidCap Fund stock for Q3 2018, up 10% quarter-over-quarter.
- 7 funds opened new WisdomTree US MidCap Fund positions in Q3 2018 and 10 closed out, a net change of -3 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2018 was 3D Asset Management, an estimated $13.7M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2018 was Susquehanna International Group, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2018.