WisdomTree US MidCap Fund
EZM
114 hedge funds and large institutions have $262M invested in WisdomTree US MidCap Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.71% less ownership
Funds ownership: 53.84% → 51.13% (-2.7%)
7% less funds holding
Funds holding: 122 → 114 (-8)
13% less capital invested
Capital invested by funds: $301M → $262M (-$38.6M)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
48% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$725K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$700K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$634K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$630K |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$8.04M |
| 3 |
Morgan Stanley
New York
|
-$6.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.28M |
EZM Hedge Fund Activity: Q3 2020 in Review
114 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2020, worth a combined $262M — down 13% from $301M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of EZM and 9 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 27 added.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $725K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13M.
- 114 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2020, down from 122 in Q2 2020.
- Funds reported $262M of WisdomTree US MidCap Fund stock for Q3 2020, down 13% quarter-over-quarter.
- 9 funds opened new WisdomTree US MidCap Fund positions in Q3 2020 and 16 closed out, a net change of -7 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2020 was T. Rowe Price Associates, an estimated $725K added.
- The largest WisdomTree US MidCap Fund seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2020.