WisdomTree US MidCap Fund
EZM
125 hedge funds and large institutions have $496M invested in WisdomTree US MidCap Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
4% more funds holding
Funds holding: 120 → 125 (+5)
3.4% more ownership
Funds ownership: 47.98% → 51.38% (+3.4%)
13% less capital invested
Capital invested by funds: $573M → $496M (-$76.9M)
17% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 41
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.89M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$4.42M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.46M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.23M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.14M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.37M |
| 2 |
Morgan Stanley
New York
|
-$5.11M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$4.41M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.82M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.21M |
EZM Hedge Fund Activity: Q4 2018 in Review
125 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2018, worth a combined $496M — down 13% from $573M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new EZM positions and 18 closed out — a net gain of 6 holders — while 34 added to existing stakes and 41 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.89M. The largest seller was UBS Group, cutting an estimated $5.37M.
- 125 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2018, up from 120 in Q3 2018.
- Funds reported $496M of WisdomTree US MidCap Fund stock for Q4 2018, down 13% quarter-over-quarter.
- 24 funds opened new WisdomTree US MidCap Fund positions in Q4 2018 and 18 closed out, a net change of +6 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2018 was Envestnet Asset Management, an estimated $8.89M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2018 was UBS Group, an estimated $5.37M sold.
Based on aggregated 13F filings for Q4 2018.