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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

54 hedge funds and large institutions have $222M invested in WisdomTree US MidCap Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
27
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
SB
2
Suntrust Banks
Georgia
$4.94M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.33M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
AIG
5
American International Group
New York
$9.47M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
U
2
UBS
Switzerland
$11.2M
3
VKH
3
Virtu KCG Holdings
New York
$698K
4
SCM
4
Sterneck Capital Management
Missouri
$0
5
DG
5
Davidson & Garrard
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$825K – – –
VKH
27
Virtu KCG Holdings
New York
$698K -$822K -26,664 -54%
HT
28
Hefren-Tillotson
Pennsylvania
$697K +$187K +6,066 +37%
Ameriprise
29
Ameriprise
Minnesota
$615K +$91.7K +2,976 +18%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$591K +$511K +16,557 +634%
MFS
31
MSI Financial Services
Massachusetts
$577K +$519K +16,860 +902%
FIM
32
Freedom Investment Management
Connecticut
$527K +$370 +12 +0.1%
VFS
33
VSR Financial Services
Kansas
$482K +$482K +15,642 New
AI
34
Atria Investments
North Carolina
$449K +$102K +3,303 +29%
SWM
35
SVA Wealth Management
Wisconsin
$435K +$435K +14,112 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$429K +$17.6K +570 +4%
Jane Street
37
Jane Street
New York
$356K +$356K +11,568 New
BRWA
38
B. Riley Wealth Advisors
Florida
$333K +$182K +11,562 +120%
HFS
39
HL Financial Services
Kentucky
$319K -$26.5K -861 -8%
ICOA
40
Investment Centers of America
North Dakota
$259K +$259K +8,430 New
BBA
41
BLB&B Advisors
Pennsylvania
$245K – – –
UR
42
USCA RIA
Texas
$221K +$221K +7,170 New
CAN
43
Cetera Advisor Networks
California
$208K +$208K +6,783 New
Deutsche Bank
44
Deutsche Bank
Germany
$142K -$62.8K -2,043 -31%
WRM
45
Westport Resources Management
Connecticut
$55K – – –
NES
46
New England Securities
New York
$36K +$36K +1,155 New
DADC
47
D.A. Davidson & Co
Montana
$25K +$25K +837 New
LIA
48
LS Investment Advisors
Michigan
$11K – – –
NFG
49
Next Financial Group
Texas
$8K +$8K +267 New
VIA
50
Vantage Investment Advisors
Pennsylvania
$7K – – –
1
2
3