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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

91 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
35
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.6M
2
SB
2
Suntrust Banks
Georgia
$40.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$5.58M
2
Bank of America
2
Bank of America
North Carolina
$25M
3
CWM
3
Concert Wealth Management
California
$1.32M
4
AIM
4
Advantage Investment Management
Iowa
$132K
5
AG
5
Advisor Group
Arizona
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.93M -$23K -653 -1%
VC
27
Vicus Capital
Pennsylvania
$1.91M -$78.5K -2,227 -4%
CANC
28
Culbertson A N & Co
Virginia
$1.65M +$184K +5,205 +13%
FLI
29
Family Legacy Inc
South Carolina
$1.46M +$1.46M +41,316 New
CWM
30
Concert Wealth Management
California
$1.32M -$2.6M -25,398 -66%
ICOA
31
Investment Centers of America
North Dakota
$1.32M +$26.9K +762 +2%
Stifel Financial
32
Stifel Financial
Missouri
$1.17M +$525K +14,885 +81%
IA
33
IFP Advisors
Florida
$850K +$45.3K +1,283 +6%
RJA
34
Raymond James & Associates
Florida
$823K +$217K +6,148 +36%
SWM
35
SVA Wealth Management
Wisconsin
$812K -$37.3K -1,056 -4%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$765K +$8.04K +228 +1%
CA
37
Cetera Advisors
Colorado
$762K +$65.2K +1,849 +9%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$703K +$31.7K +898 +5%
BTS
39
BB&T Securities
Virginia
$698K +$97.8K +2,772 +16%
FHC
40
First Heartland Consultants
Missouri
$697K +$697K +19,770 New
CAM
41
Covenant Asset Management
New Jersey
$650K +$20.8K +590 +3%
Ameriprise
42
Ameriprise
Minnesota
$637K -$624K -17,711 -49%
FIM
43
Freedom Investment Management
Connecticut
$569K +$16K +454 +3%
HWA
44
HCR Wealth Advisors
California
$556K +$556K +15,772 New
Jane Street
45
Jane Street
New York
$552K -$1.2M -34,124 -69%
UR
46
USCA RIA
Texas
$504K -$15.9K -450 -3%
PAG
47
Private Advisor Group
New Jersey
$485K -$4.16K -120 -0.8%
Citigroup
48
Citigroup
New York
$465K -$4.13K -117 -0.9%
AEPG
49
American Economic Planning Group
New Jersey
$389K +$389K +11,025 New
PTC
50
Private Trust Company
Ohio
$387K -$211K -5,982 -35%
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