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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

75 hedge funds and large institutions have $279M invested in WisdomTree US MidCap Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
4
Increased
19
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$9.98M
2
SB
2
Suntrust Banks
Georgia
$25.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.26M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.43M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$18M
2
GA
2
Gateway Advisory
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.7M
4
LPL Financial
4
LPL Financial
California
$9.99M
5
UBS Group
5
UBS Group
Switzerland
$29M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.44M 15,937 -2,754 -15%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.43M 15,828 +8,414 +113%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.35M 15,001 -7,594 -34%
CANC
29
Culbertson A N & Co
Virginia
$1.29M 14,278 – –
CWM
30
Concert Wealth Management
California
$1.19M 13,122 +22 +0.2%
SWM
31
SVA Wealth Management
Wisconsin
$964K 10,704 +994 +10%
ICOA
32
Investment Centers of America
North Dakota
$847K 9,435 -3,246 -26%
VKH
33
Virtu KCG Holdings
New York
$735K 8,155 +890 +12%
RDM
34
Retirement Design & Management
Connecticut
$719K 7,977 -797 -9%
PTC
35
Private Trust Company
Ohio
$689K 7,656 -1,000 -12%
VFA
36
Voya Financial Advisors
Connecticut
$561K 6,232 +171 +3%
CW
37
Cobiz Wealth
Colorado
$525K 5,831 -556 -9%
Stifel Financial
38
Stifel Financial
Missouri
$524K 5,813 -215 -4%
BTS
39
BB&T Securities
Virginia
$504K 5,599 -4,049 -42%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$484K 5,368 -526 -9%
UR
41
USCA RIA
Texas
$478K 5,310 -150 -3%
CA
42
Cetera Advisors
Colorado
$465K 5,149 +1,648 +47%
DADC
43
D.A. Davidson & Co
Montana
$462K 5,135 +1,613 +46%
FIM
44
Freedom Investment Management
Connecticut
$459K 5,096 -408 -7%
BRWA
45
B. Riley Wealth Advisors
Florida
$428K 4,752 +159 +3%
IT
46
Independence Trust
Tennessee
$372K 4,125 +80 +2%
Ameriprise
47
Ameriprise
Minnesota
$365K 4,052 -134 -3%
IA
48
IFP Advisors
Florida
$352K 9,009 +512 +6%
RJA
49
Raymond James & Associates
Florida
$350K 3,883 +3,883 New
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$324K 3,600 – –
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