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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

75 hedge funds and large institutions have $278M invested in WisdomTree US MidCap Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.24M
2
SB
2
Suntrust Banks
Georgia
$30.1M
3
TA
3
TMD & Associates
Arizona
$5.34M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.18M
5
LPL Financial
5
LPL Financial
California
$5.22M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$2.26M
2
3AM
2
3D Asset Management
Connecticut
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
26
Culbertson A N & Co
Virginia
$1.36M -$9.56K -300 -0.7%
ICOA
27
Investment Centers of America
North Dakota
$1.1M -$3.64K -114 -0.3%
CWM
28
Concert Wealth Management
California
$966K -$296K -9,231 -23%
SWM
29
SVA Wealth Management
Wisconsin
$873K -$449K -14,061 -34%
IA
30
IFP Advisors
Florida
$722K -$22.1K -693 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$702K -$29.3K -918 -4%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$644K +$20.7K +648 +3%
Ameriprise
33
Ameriprise
Minnesota
$626K +$214K +6,702 +52%
CA
34
Cetera Advisors
Colorado
$618K +$16K +504 +3%
Stifel Financial
35
Stifel Financial
Missouri
$590K +$4.78K +150 +0.8%
BRWA
36
B. Riley Wealth Advisors
Florida
$559K +$60.9K +1,908 +12%
BTS
37
BB&T Securities
Virginia
$542K +$7.07K +222 +1%
PTC
38
Private Trust Company
Ohio
$541K – – –
FIM
39
Freedom Investment Management
Connecticut
$512K -$62.1K -1,947 -11%
UR
40
USCA RIA
Texas
$475K -$23.9K -750 -5%
PAG
41
Private Advisor Group
New Jersey
$466K +$466K +14,754 New
IT
42
Independence Trust
Tennessee
$389K – – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$357K +$357K +11,187 New
CW
44
Cobiz Wealth
Colorado
$344K -$143K -4,479 -29%
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$344K – – –
Citigroup
46
Citigroup
New York
$323K – – –
M&T Bank
47
M&T Bank
New York
$297K – – –
RJA
48
Raymond James & Associates
Florida
$276K +$21.7K +678 +9%
BFPW
49
BOK Financial Private Wealth
Colorado
$251K – – –
Jane Street
50
Jane Street
New York
$241K +$14.6K +456 +6%
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