We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more funds holding

Funds holding: 139 → 158 (+19)

6% more capital invested

Capital invested by funds: $617M → $654M (+$36.7M)

2.21% more ownership

Funds ownership: 54.88% → 57.09% (+2.2%)

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$83.9M
2
CFA
Carroll Financial Associates
North Carolina
+$5.8M
3
PAG
Private Advisor Group
New Jersey
+$3.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.19M
5
OWM
Orgel Wealth Management
Wisconsin
+$1.98M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$15.5M
2
Morgan Stanley
Morgan Stanley
New York
-$5.23M
3
Ameriprise
Ameriprise
Minnesota
-$3.94M
4
Goldman Sachs
Goldman Sachs
New York
-$3.88M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$86.8M +$83.9M +2,061,096 New
Morgan Stanley
2
Morgan Stanley
New York
$78.2M -$5.23M -128,465 -6%
TLIC
3
Taiyo Life Insurance Company
Japan
$37M – – –
UBS Group
4
UBS Group
Switzerland
$36.3M +$425K +10,447 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M -$3.39M -83,301 -10%
RW
6
RVW Wealth
California
$32M +$420K +10,327 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$31.8M +$2.19M +53,851 +8%
Bank of America
8
Bank of America
North Carolina
$28.7M +$1.26M +30,847 +5%
3AM
9
3D Asset Management
Connecticut
$23.3M -$497K -12,213 -2%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$20.6M -$540K -13,274 -3%
QCM
11
Quest Capital Management
Texas
$18M -$1.3M -31,929 -7%
Wells Fargo
12
Wells Fargo
California
$15.2M -$906K -22,256 -6%
HT
13
Hefren-Tillotson
Pennsylvania
$11.4M +$1.09M +26,703 +11%
PAG
14
Private Advisor Group
New Jersey
$10.9M +$3.2M +78,519 +44%
HighTower Advisors
15
HighTower Advisors
Illinois
$10.8M -$25.5K -627 -0.2%
CFA
16
Carroll Financial Associates
North Carolina
$8.36M +$5.8M +142,579 +255%
Ameriprise
17
Ameriprise
Minnesota
$7.79M -$3.94M -96,775 -49%
AW
18
ACG Wealth
Georgia
$7.53M -$2.16M -53,015 -23%
OWM
19
Orgel Wealth Management
Wisconsin
$6.95M +$1.98M +48,555 +44%
DC
20
Davenport & Co
Virginia
$6.88M +$872K +21,427 +15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.76M +$1.42M +34,899 +28%
LPL Financial
22
LPL Financial
California
$5.75M +$239K +5,864 +4%
NFC
23
Northeast Financial Consultants
Connecticut
$5.16M -$30.5K -750 -0.6%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$5.12M +$56.3K +1,382 +1%
CPC
25
Consolidated Planning Corp
Georgia
$5.1M +$4.93M +121,062 New
1
2 3 4 5

EZM Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2019, worth a combined $654M — up 5.9% from $617M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZM positions and 13 closed out — a net gain of 22 holders — while 40 added to existing stakes and 53 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $83.9M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $15.5M sold.

  • 158 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2019, up from 139 in Q3 2019.
  • Funds reported $654M of WisdomTree US MidCap Fund stock for Q4 2019, up 5.9% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2019 and 13 closed out, a net change of +22 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2019 was Truist Financial, an estimated $83.9M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2019 was Daido Life Insurance Company, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2019.