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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

92 hedge funds and large institutions have $350M invested in WisdomTree US MidCap Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
41
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Suntrust Banks
Georgia
$54.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.6M
3
Morgan Stanley
Morgan Stanley
New York
$71M
4
MML Investors Services
MML Investors Services
Massachusetts
$3.44M
5
Wells Fargo
Wells Fargo
California
$18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$35.7M
2
Bank of America
Bank of America
North Carolina
$22.8M
3
FANJ
Financial Architects (New Jersey)
New Jersey
$4.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.54M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.91M -$58.2K -1,627 -3%
VC
27
Vicus Capital
Pennsylvania
$1.83M -$108K -3,017 -6%
CANC
28
Culbertson A N & Co
Virginia
$1.82M +$141K +3,950 +8%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.54M -$897K -25,040 -37%
FLI
30
Family Legacy Inc
South Carolina
$1.49M +$7.91K +221 +0.5%
ICOA
31
Investment Centers of America
North Dakota
$1.39M +$50.4K +1,407 +4%
Stifel Financial
32
Stifel Financial
Missouri
$1.22M +$27.7K +775 +2%
SEI Investments
33
SEI Investments
Pennsylvania
$988K +$988K +27,606 New
CA
34
Cetera Advisors
Colorado
$887K +$117K +3,269 +15%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$882K +$106K +2,959 +14%
RJA
36
Raymond James & Associates
Florida
$879K +$43.4K +1,211 +5%
Ameriprise
37
Ameriprise
Minnesota
$878K +$231K +6,453 +36%
CWM
38
Concert Wealth Management
California
$864K +$404K +11,362 +88%
SWM
39
SVA Wealth Management
Wisconsin
$824K – – –
BTS
40
BB&T Securities
Virginia
$808K +$100K +2,797 +14%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$769K +$55.1K +1,540 +8%
CPIG
42
Chicago Partners Investment Group
Illinois
$706K +$599K +11,420 +560%
CAM
43
Covenant Asset Management
New Jersey
$688K +$28.6K +800 +4%
Citigroup
44
Citigroup
New York
$650K +$179K +5,000 +38%
PAG
45
Private Advisor Group
New Jersey
$568K +$67.7K +1,894 +14%
SFG
46
StrategIQ Financial Group
Indiana
$567K +$209K +5,830 +58%
FIM
47
Freedom Investment Management
Connecticut
$548K -$30K -836 -5%
CA
48
Cornerstone Advisory
Maryland
$547K +$256K +7,150 +88%
HWA
49
HCR Wealth Advisors
California
$546K -$18.6K -519 -3%
Jane Street
50
Jane Street
New York
$546K -$15K -420 -3%
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