We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% less ownership

Funds ownership: 57.09% → 55.64% (-1.5%)

18% less funds holding

Funds holding: 158 → 129 (-29)

40% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 57

50% less capital invested

Capital invested by funds: $654M → $326M (-$328M)

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

63% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 41

Holders
129
Holders Change
-29
Holders Change %
-18.35%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
15
Increased
34
Reduced
57
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.5M
2
3AM
3D Asset Management
Connecticut
+$10.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.72M
4
Bank of America
Bank of America
North Carolina
+$3.06M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.8M

Top Sellers

1
TLIC
Taiyo Life Insurance Company
Japan
-$37M
2
RW
RVW Wealth
California
-$17.9M
3
QCM
Quest Capital Management
Texas
-$15.5M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Truist Financial
Truist Financial
North Carolina
-$7.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$49.1M -$7.55M -203,995 -10%
Morgan Stanley
2
Morgan Stanley
New York
$38.1M -$15.5M -417,634 -22%
3AM
3
3D Asset Management
Connecticut
$22M +$10.4M +280,365 +51%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M +$1.88M +50,694 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.9M +$2.68M +72,444 +10%
Bank of America
6
Bank of America
North Carolina
$20.2M +$3.06M +82,823 +12%
UBS Group
7
UBS Group
Switzerland
$18.5M -$5.91M -159,856 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.8M +$14.5M +392,720 +2,587%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$9.07M -$5.37M -145,234 -30%
PAG
10
Private Advisor Group
New Jersey
$7.65M +$1.14M +30,891 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$7.58M +$8.72M +235,636 +460%
RW
12
RVW Wealth
California
$7.3M -$17.9M -484,844 -64%
Wells Fargo
13
Wells Fargo
California
$6.04M -$4.94M -133,577 -37%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.59M -$1.68M -45,508 -18%
DC
15
Davenport & Co
Virginia
$4.7M +$531K +14,364 +9%
AW
16
ACG Wealth
Georgia
$4.36M -$513K -13,869 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.18M -$90K -2,433 -2%
CCA
18
Clearwater Capital Advisors
Illinois
$3.55M +$762K +20,588 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.4M +$675K +18,249 +17%
NFC
20
Northeast Financial Consultants
Connecticut
$3.19M -$67.9K -1,836 -1%
LPL Financial
21
LPL Financial
California
$3.15M -$637K -17,219 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.13M +$4.38M +118,364 New
CPC
23
Consolidated Planning Corp
Georgia
$2.66M -$758K -20,499 -17%
HT
24
Hefren-Tillotson
Pennsylvania
$2.59M -$6.45M -174,483 -64%
OC
25
Oppenheimer & Co
New York
$2.56M +$88.5K +2,392 +3%
1
2 3 4 5

EZM Hedge Fund Activity: Q1 2020 in Review

129 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2020, worth a combined $326M — down 50% from $654M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EZM and 15 opened new positions — a net loss of 26 holders — while 57 trimmed existing stakes and 34 added.

The largest buyer was Susquehanna International Group, adding an estimated $14.5M. The largest seller was Taiyo Life Insurance Company, exiting entirely with an estimated $37M sold.

  • 129 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2020, down from 158 in Q4 2019.
  • Funds reported $326M of WisdomTree US MidCap Fund stock for Q1 2020, down 50% quarter-over-quarter.
  • 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2020 and 41 closed out, a net change of -26 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $14.5M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2020 was Taiyo Life Insurance Company, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2020.