WisdomTree US MidCap Fund
EZM
129 hedge funds and large institutions have $378M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
4% more capital invested
Capital invested by funds: $363M → $378M (+$15.2M)
0.41% more ownership
Funds ownership: 51.1% → 51.51% (+0.41%)
4% less funds holding
Funds holding: 134 → 129 (-5)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$10.1M |
| 2 |
Bank of New York Mellon
New York
|
+$2.95M |
| 3 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$2.39M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$10.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.48M |
| 3 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$2.23M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$828K |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$574K |
EZM Hedge Fund Activity: Q2 2021 in Review
129 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2021, worth a combined $378M — up 4.2% from $363M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EZM and 13 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 43 added.
The largest buyer was IEQ Capital, opening a new position worth an estimated $10.1M. The largest seller was Truist Financial, cutting an estimated $10.7M.
- 129 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2021, down from 134 in Q1 2021.
- Funds reported $378M of WisdomTree US MidCap Fund stock for Q2 2021, up 4.2% quarter-over-quarter.
- 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2021 and 17 closed out, a net change of -4 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2021 was IEQ Capital, an estimated $10.1M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2021 was Truist Financial, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2021.