WisdomTree US MidCap Fund
EZM
132 hedge funds and large institutions have $608M invested in WisdomTree US MidCap Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
27% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 37
22% more capital invested
Capital invested by funds: $496M → $608M (+$112M)
6% more funds holding
Funds holding: 125 → 132 (+7)
4% more ownership
Funds ownership: 51.38% → 55.38% (+4%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$12.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.86M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.33M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.67M |
| 5 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$12.4M |
| 2 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$3.64M |
| 3 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$1.86M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
EZM Hedge Fund Activity: Q1 2019 in Review
132 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2019, worth a combined $608M — up 22% from $496M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EZM positions and 10 closed out — a net gain of 7 holders — while 47 added to existing stakes and 37 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $12.1M. The largest seller was HCR Wealth Advisors, exiting entirely with an estimated $12.4M sold.
- 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2019, up from 125 in Q4 2018.
- Funds reported $608M of WisdomTree US MidCap Fund stock for Q1 2019, up 22% quarter-over-quarter.
- 17 funds opened new WisdomTree US MidCap Fund positions in Q1 2019 and 10 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2019 was Suntrust Banks, an estimated $12.1M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2019 was HCR Wealth Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2019.