WisdomTree US MidCap Fund
EZM
139 hedge funds and large institutions have $617M invested in WisdomTree US MidCap Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more funds holding
Funds holding: 134 → 139 (+5)
4% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 46
0.1% less ownership
Funds ownership: 54.99% → 54.88% (-0.1%)
2% less capital invested
Capital invested by funds: $631M → $617M (-$14.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.71M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.89M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.75M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.29M |
| 5 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.38M |
| 2 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$2.9M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$2.88M |
| 4 |
Bank of New York Mellon
New York
|
-$1.76M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.56M |
EZM Hedge Fund Activity: Q3 2019 in Review
139 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2019, worth a combined $617M — down 2.3% from $631M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EZM positions and 11 closed out — a net gain of 6 holders — while 48 added to existing stakes and 46 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.71M. The largest seller was MML Investors Services, cutting an estimated $5.38M.
- 139 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2019, up from 134 in Q2 2019.
- Funds reported $617M of WisdomTree US MidCap Fund stock for Q3 2019, down 2.3% quarter-over-quarter.
- 17 funds opened new WisdomTree US MidCap Fund positions in Q3 2019 and 11 closed out, a net change of +6 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2019 was Goldman Sachs, an estimated $4.71M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2019 was MML Investors Services, an estimated $5.38M sold.
Based on aggregated 13F filings for Q3 2019.