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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

42 hedge funds and large institutions have $170M invested in WisdomTree US MidCap Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
23
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.15M
2
Jane Street
2
Jane Street
New York
$4.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
AIG
5
American International Group
New York
$6.92M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28K
2
Citigroup
2
Citigroup
New York
$791K
3
Deutsche Bank
3
Deutsche Bank
Germany
$34K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$378K
5
WA
5
WFG Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$378K -$21.1K -732 -5%
SCM
27
Sterneck Capital Management
Missouri
$362K – – –
AI
28
Atria Investments
North Carolina
$323K +$323K +11,193 New
DG
29
Davidson & Garrard
Virginia
$291K – – –
BBA
30
BLB&B Advisors
Pennsylvania
$224K – – –
BRWA
31
B. Riley Wealth Advisors
Florida
$212K +$70.8K +2,460 +50%
HT
32
Hefren-Tillotson
Pennsylvania
$210K +$210K +7,299 New
MFS
33
MSI Financial Services
Massachusetts
$55K +$11K +381 +25%
WRM
34
Westport Resources Management
Connecticut
$51K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$34K -$34K -1,200 -50%
KCPG
36
Kavar Capital Partners Group
Kansas
$32K +$32K +1,125 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$28K -$1.11M -38,553 -98%
LIA
38
LS Investment Advisors
Michigan
$10K +$10K +360 New
VIA
39
Vantage Investment Advisors
Pennsylvania
$7K +$7K +228 New
TCOV
40
Trust Company of Vermont
Vermont
$3K – – –
Creative Planning
41
Creative Planning
Kansas
$3K +$3K +120 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 +$6 +225 New
WA
43
WFG Advisors
Texas
– -$14K -540 Closed
NES
44
New England Securities
New York
– -$8K -300 Closed
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