EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

64 hedge funds and large institutions have $315M invested in WisdomTree US MidCap Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
30
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$12M
3
GI
3
Gradient Investments
Minnesota
$9M
4
UBS Group
4
UBS Group
Switzerland
$30.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.3M

Top Sellers

1
AIG
1
American International Group
New York
$1.02M
2
Jane Street
2
Jane Street
New York
$0
3
ACM
3
Argentus Capital Management
Texas
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
3AM
5
3D Asset Management
Connecticut
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$1.02M +$404K +12,534 +65%
AIG
27
American International Group
New York
$1.02M -$8.02M -249,297 -89%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$935K +$9.46K +294 +1%
MFS
29
MSI Financial Services
Massachusetts
$935K +$111K +3,450 +13%
VFA
30
Voya Financial Advisors
Connecticut
$889K +$889K +27,534 New
PTC
31
Private Trust Company
Ohio
$835K -$25.7K -798 -3%
SWM
32
SVA Wealth Management
Wisconsin
$830K +$374K +11,625 +82%
Citigroup
33
Citigroup
New York
$815K -$16.8K -522 -2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$807K -$443K -13,785 -35%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$554K +$25.8K +801 +5%
CW
36
Cobiz Wealth
Colorado
$548K +$130K +4,041 +31%
DADC
37
D.A. Davidson & Co
Montana
$535K +$144K +4,482 +37%
FA
38
FDx Advisors
Illinois
$531K +$531K +16,500 New
AI
39
Atria Investments
North Carolina
$520K +$13.2K +411 +3%
NFG
40
Next Financial Group
Texas
$520K +$48.1K +1,494 +10%
FIM
41
Freedom Investment Management
Connecticut
$476K -$114K -3,537 -19%
CWM
42
Concert Wealth Management
California
$451K -$13.8K -1,227 -3%
UR
43
USCA RIA
Texas
$342K – – –
BRWA
44
B. Riley Wealth Advisors
Florida
$323K -$166K -5,142 -34%
M&T Bank
45
M&T Bank
New York
$299K – – –
RDM
46
Retirement Design & Management
Connecticut
$268K – – –
SWP
47
Stratos Wealth Partners
Ohio
$232K +$232K +7,158 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$224K +$177K +5,484 +377%
CAN
49
Cetera Advisor Networks
California
$208K +$208K +6,507 New
Citadel Advisors
50
Citadel Advisors
Florida
$205K +$205K +6,378 New
1
2
3