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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

66 hedge funds and large institutions have $255M invested in WisdomTree US MidCap Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
30
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
SB
2
Suntrust Banks
Georgia
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$25.7M
4
GA
4
Gateway Advisory
New Jersey
$9.58M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.5M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$31.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M
3
Jane Street
3
Jane Street
New York
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$7.68M
5
LPL Financial
5
LPL Financial
California
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
$1.28M +$12.1K +390 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.2M +$926K +29,967 +336%
CANC
28
Culbertson A N & Co
Virginia
$1.11M +$68.8K +2,229 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$888K -$92.5K -2,997 -9%
PTC
30
Private Trust Company
Ohio
$826K – – –
Citigroup
31
Citigroup
New York
$798K -$52K -1,683 -6%
MFS
32
MSI Financial Services
Massachusetts
$791K -$3.33K -108 -0.4%
Ameriprise
33
Ameriprise
Minnesota
$601K -$155K -5,013 -20%
ICOA
34
Investment Centers of America
North Dakota
$591K +$120K +3,888 +25%
VFS
35
VSR Financial Services
Kansas
$587K +$173K +5,613 +42%
FIM
36
Freedom Investment Management
Connecticut
$566K -$5.19K -168 -0.9%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$507K +$35.6K +1,152 +8%
AI
38
Atria Investments
North Carolina
$487K +$141K +4,575 +41%
NFG
39
Next Financial Group
Texas
$453K -$112K -3,642 -20%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$451K +$451K +14,610 New
SWM
41
SVA Wealth Management
Wisconsin
$438K +$1.85K +60 +0.4%
CW
42
Cobiz Wealth
Colorado
$401K +$169K +5,463 +73%
DADC
43
D.A. Davidson & Co
Montana
$375K +$268K +8,688 +250%
UR
44
USCA RIA
Texas
$328K +$69.5K +2,250 +27%
HFS
45
HL Financial Services
Kentucky
$320K – – –
M&T Bank
46
M&T Bank
New York
$287K – – –
RDM
47
Retirement Design & Management
Connecticut
$257K +$257K +8,334 New
BBA
48
BLB&B Advisors
Pennsylvania
$246K – – –
RCG
49
Ruggie Capital Group
Florida
$222K +$222K +7,365 New
HIS
50
Horizon Investment Services
Indiana
$208K +$208K +6,741 New
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2
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