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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

83 hedge funds and large institutions have $324M invested in WisdomTree US MidCap Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
12
Increased
35
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.5M
2
TA
2
TMD & Associates
Arizona
$9.46M
3
UBS Group
3
UBS Group
Switzerland
$39.6M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$5.7M
5
SB
5
Suntrust Banks
Georgia
$34.6M

Top Sellers

1
NFC
1
Northeast Financial Consultants
Connecticut
$3.57M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$461K
4
Morgan Stanley
4
Morgan Stanley
New York
$62.1M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$1.9M +$1.9M +55,512 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.9M -$319K -9,333 -14%
CCA
28
Clearwater Capital Advisors
Illinois
$1.89M +$132K +3,828 +8%
Jane Street
29
Jane Street
New York
$1.7M +$1.45M +42,234 +560%
CANC
30
Culbertson A N & Co
Virginia
$1.42M -$32.1K -939 -2%
CWM
31
Concert Wealth Management
California
$1.31M +$280K +8,205 +27%
ICOA
32
Investment Centers of America
North Dakota
$1.26M +$73.4K +2,145 +6%
Ameriprise
33
Ameriprise
Minnesota
$1.23M +$553K +16,164 +82%
SWM
34
SVA Wealth Management
Wisconsin
$824K -$113K -3,288 -12%
IA
35
IFP Advisors
Florida
$780K +$5.85K +171 +0.8%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$734K +$351K +10,272 +92%
CA
37
Cetera Advisors
Colorado
$677K +$11.5K +336 +2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$652K -$39.3K -1,149 -6%
Stifel Financial
39
Stifel Financial
Missouri
$630K -$4.22K -123 -0.7%
CAM
40
Covenant Asset Management
New Jersey
$610K +$610K +17,835 New
RJA
41
Raymond James & Associates
Florida
$588K +$292K +8,547 +99%
PTC
42
Private Trust Company
Ohio
$580K – – –
BS
43
Banco Santander
Spain
$563K +$563K +18,240 New
BTS
44
BB&T Securities
Virginia
$542K – – –
FIM
45
Freedom Investment Management
Connecticut
$537K -$12.8K -375 -2%
UR
46
USCA RIA
Texas
$504K -$5.13K -150 -1%
PAG
47
Private Advisor Group
New Jersey
$490K -$21.9K -630 -4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$461K -$1.72M -50,295 -79%
Citigroup
49
Citigroup
New York
$455K +$108K +3,150 +31%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$359K -$10.3K -300 -3%
1
2
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