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WisdomTree US MidCap Fund
EZM

122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.79% less ownership

Funds ownership: 55.64% → 53.84% (-1.8%)

5% less funds holding

Funds holding: 129 → 122 (-7)

8% less capital invested

Capital invested by funds: $326M → $301M (-$25M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

55% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 56

Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
25
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$712K
2
AW
ACG Wealth
Georgia
+$548K
3
XS
XR Securities
Illinois
+$492K
4
RJA
Raymond James & Associates
Florida
+$423K
5
GPWA
Great Point Wealth Advisors
Massachusetts
+$397K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$19M
2
Bank of America
Bank of America
North Carolina
-$7.55M
3
RW
RVW Wealth
California
-$6.76M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$6.76M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$55.5M -$4.7M -154,088 -8%
Morgan Stanley
2
Morgan Stanley
New York
$26.6M -$19M -623,445 -43%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$26.4M -$516K -16,918 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.6M -$3.23M -106,116 -13%
3AM
5
3D Asset Management
Connecticut
$23M -$3.83M -125,581 -15%
UBS Group
6
UBS Group
Switzerland
$20.9M -$1.82M -59,663 -9%
Bank of America
7
Bank of America
North Carolina
$16.8M -$7.55M -247,635 -32%
Wells Fargo
8
Wells Fargo
California
$6.37M -$1.01M -33,254 -15%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.25M -$6.58M -216,007 -53%
AW
10
ACG Wealth
Georgia
$5.96M +$548K +17,972 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.91M +$712K +23,373 +15%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.75M -$1.08M -35,340 -17%
DC
13
Davenport & Co
Virginia
$5.59M -$197K -6,472 -4%
CCA
14
Clearwater Capital Advisors
Illinois
$4.63M +$241K +7,902 +6%
LPL Financial
15
LPL Financial
California
$4.31M +$393K +12,894 +11%
PAG
16
Private Advisor Group
New Jersey
$4.09M -$5M -163,944 -57%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$3.96M -$6.76M -221,859 -65%
PA
18
PSI Advisors
Florida
$2.92M -$18.2K -598 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.92M -$882K -28,939 -24%
CPC
20
Consolidated Planning Corp
Georgia
$2.85M -$394K -12,923 -13%
TRCT
21
Tower Research Capital (TRC)
New York
$2.76M +$211K +6,928 +9%
NFC
22
Northeast Financial Consultants
Connecticut
$2.39M -$1.44M -47,175 -39%
Citadel Advisors
23
Citadel Advisors
Florida
$2.28M -$6.61M -216,891 -76%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.09M -$1.96M -64,435 -50%
CANC
25
Culbertson A N & Co
Virginia
$1.9M -$1.43K -47 -0.1%
1
2 3 4 5

EZM Hedge Fund Activity: Q2 2020 in Review

122 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2020, worth a combined $301M — down 7.7% from $326M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EZM and 14 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 25 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $712K. The largest seller was Morgan Stanley, cutting an estimated $19M.

  • 122 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2020, down from 129 in Q1 2020.
  • Funds reported $301M of WisdomTree US MidCap Fund stock for Q2 2020, down 7.7% quarter-over-quarter.
  • 14 funds opened new WisdomTree US MidCap Fund positions in Q2 2020 and 19 closed out, a net change of -5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $712K added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2020 was Morgan Stanley, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2020.