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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

47 hedge funds and large institutions have $196M invested in WisdomTree US MidCap Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
28
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$6.48M
2
Morgan Stanley
Morgan Stanley
New York
+$5.37M
3
U
UBS
Switzerland
+$4.7M
4
LPL Financial
LPL Financial
California
+$2.82M
5
Wells Fargo
Wells Fargo
California
+$1.83M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.62M
2
Jane Street
Jane Street
New York
-$4.18M
3
Bank of America
Bank of America
North Carolina
-$1.26M
4
PTC
Private Trust Company
Ohio
-$222K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$506K +$94K +3,174 +23%
Ameriprise
27
Ameriprise
Minnesota
$503K +$66.4K +2,241 +15%
HT
28
Hefren-Tillotson
Pennsylvania
$490K +$274K +9,264 +127%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$395K +$6.57K +222 +2%
AI
30
Atria Investments
North Carolina
$334K +$2.05K +69 +0.6%
HFS
31
HL Financial Services
Kentucky
$332K +$332K +11,217 New
SCM
32
Sterneck Capital Management
Missouri
$307K -$65.8K -2,220 -18%
DG
33
Davidson & Garrard
Virginia
$299K – – –
BRWA
34
B. Riley Wealth Advisors
Florida
$284K +$66.1K +2,235 +30%
BBA
35
BLB&B Advisors
Pennsylvania
$235K +$5.32K +180 +2%
Northern Trust
36
Northern Trust
Illinois
$201K +$201K +6,780 New
Deutsche Bank
37
Deutsche Bank
Germany
$196K +$161K +5,460 +455%
KCPG
38
Kavar Capital Partners Group
Kansas
$86K +$53K +1,803 +160%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$77K +$48.2K +1,635 +168%
Creative Planning
40
Creative Planning
Kansas
$57K +$53.4K +1,800 +1,500%
MFS
41
MSI Financial Services
Massachusetts
$55K -$883 -30 -2%
WRM
42
Westport Resources Management
Connecticut
$52K – – –
TF
43
Trutina Financial
Washington
$29K +$29K +978 New
LIA
44
LS Investment Advisors
Michigan
$11K – – –
VIA
45
Vantage Investment Advisors
Pennsylvania
$7K – – –
TCOV
46
Trust Company of Vermont
Vermont
$5K +$1.15K +36 +30%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 – – –
Jane Street
48
Jane Street
New York
– -$4.18M -144,876 Closed
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