WisdomTree US MidCap Fund
EZM
134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
28% more capital invested
Capital invested by funds: $284M → $363M (+$78.5M)
7% more funds holding
Funds holding: 125 → 134 (+9)
1.1% more ownership
Funds ownership: 50% → 51.1% (+1.1%)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$8.03M |
| 2 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$6.87M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.95M |
| 5 |
Bank of New York Mellon
New York
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$6.01M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$5.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.27M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.17M |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$2.63M |
EZM Hedge Fund Activity: Q1 2021 in Review
134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2021, worth a combined $363M — up 28% from $284M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EZM positions and 10 closed out — a net gain of 10 holders — while 34 added to existing stakes and 43 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.03M. The largest seller was Money Concepts Capital, cutting an estimated $6.01M.
- 134 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2021, up from 125 in Q4 2020.
- Funds reported $363M of WisdomTree US MidCap Fund stock for Q1 2021, up 28% quarter-over-quarter.
- 20 funds opened new WisdomTree US MidCap Fund positions in Q1 2021 and 10 closed out, a net change of +10 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2021 was HighTower Advisors, an estimated $8.03M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2021 was Money Concepts Capital, an estimated $6.01M sold.
Based on aggregated 13F filings for Q1 2021.