WisdomTree US MidCap Fund
EZM
132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 26
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
2% more funds holding
Funds holding: 129 → 132 (+3)
2.13% more ownership
Funds ownership: 51.51% → 53.64% (+2.1%)
4% more capital invested
Capital invested by funds: $382M → $396M (+$14.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.17M |
| 3 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$3.28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.9M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$8.42M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.82M |
| 3 |
Bank of New York Mellon
New York
|
-$3.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.1M |
EZM Hedge Fund Activity: Q3 2021 in Review
132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2021, worth a combined $396M — up 3.7% from $382M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EZM positions and 6 closed out — a net gain of 5 holders — while 56 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Truist Financial, cutting an estimated $8.42M.
- 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2021, up from 129 in Q2 2021.
- Funds reported $396M of WisdomTree US MidCap Fund stock for Q3 2021, up 3.7% quarter-over-quarter.
- 11 funds opened new WisdomTree US MidCap Fund positions in Q3 2021 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2021 was Bank of America, an estimated $19.6M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2021 was Truist Financial, an estimated $8.42M sold.
Based on aggregated 13F filings for Q3 2021.