EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

77 hedge funds and large institutions have $269M invested in WisdomTree US MidCap Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
6
Increased
29
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$13.1M
3
SB
3
Suntrust Banks
Georgia
$27.7M
4
HT
4
Hefren-Tillotson
Pennsylvania
$2.62M
5
Morgan Stanley
5
Morgan Stanley
New York
$56.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
LPL Financial
2
LPL Financial
California
$4.45M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
AIG
4
American International Group
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
26
Culbertson A N & Co
Virginia
$1.3M – – –
SWM
27
SVA Wealth Management
Wisconsin
$1.26M +$283K +9,312 +29%
CWM
28
Concert Wealth Management
California
$1.2M -$914 -30 -0.1%
ICOA
29
Investment Centers of America
North Dakota
$1.05M +$193K +6,357 +22%
VKH
30
Virtu KCG Holdings
New York
$792K +$47.7K +1,569 +6%
IA
31
IFP Advisors
Florida
$710K -$113K -3,702 -14%
RDM
32
Retirement Design & Management
Connecticut
$709K -$18.8K -618 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$698K -$748K -24,558 -52%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$595K +$105K +3,438 +21%
CA
35
Cetera Advisors
Colorado
$572K +$105K +3,468 +22%
VFA
36
Voya Financial Advisors
Connecticut
$562K +$2.25K +75 +0.4%
Stifel Financial
37
Stifel Financial
Missouri
$560K +$28K +918 +5%
FIM
38
Freedom Investment Management
Connecticut
$548K +$82.6K +2,712 +18%
PTC
39
Private Trust Company
Ohio
$516K -$182K -6,000 -26%
BTS
40
BB&T Securities
Virginia
$511K – – –
DADC
41
D.A. Davidson & Co
Montana
$502K +$33.3K +1,095 +7%
UR
42
USCA RIA
Texas
$476K -$9.14K -300 -2%
BRWA
43
B. Riley Wealth Advisors
Florida
$476K +$41.5K +1,362 +10%
CW
44
Cobiz Wealth
Colorado
$465K -$67.6K -2,220 -13%
Ameriprise
45
Ameriprise
Minnesota
$393K +$23.2K +762 +6%
IT
46
Independence Trust
Tennessee
$372K -$5.03K -165 -1%
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$329K – – –
Citigroup
48
Citigroup
New York
$309K -$10.2K -336 -3%
M&T Bank
49
M&T Bank
New York
$283K – – –
FA
50
FDx Advisors
Illinois
$275K +$7.59K +249 +3%
1
2
3 4