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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$4.61M
2
LFG
2
LifePlan Financial Group
Ohio
$4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.7M
4
CF
4
Copperwynd Financial
Arizona
$2.31M
5
Jane Street
5
Jane Street
New York
$2.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.9M
2
BFG
2
Barber Financial Group
Kansas
$2.63M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.82M +$1.96M +50,737 +229%
FHA
27
Flagship Harbor Advisors
Massachusetts
$2.78M +$188K +4,984 +7%
Ameriprise
28
Ameriprise
Minnesota
$2.76M +$255K +6,600 +10%
CCA
29
Clearwater Capital Advisors
Illinois
$2.73M -$15.1K -390 -0.5%
BFG
30
Barber Financial Group
Kansas
$2.63M -$933K -24,130 -26%
AG
31
Advisor Group
Arizona
$2.52M +$232 +6 +0%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.52M +$418K +10,803 +20%
CF
33
Copperwynd Financial
Arizona
$2.31M +$2.31M +59,805 New
RCG
34
Ruggie Capital Group
Florida
$2.14M +$1.75M +45,331 +444%
DC
35
Davenport & Co
Virginia
$2.13M +$567K +14,647 +36%
CANC
36
Culbertson A N & Co
Virginia
$2.07M -$133K -3,449 -6%
CFD
37
Creative Financial Designs
Indiana
$2.03M -$58.1K -1,503 -3%
FLI
38
Family Legacy Inc
South Carolina
$1.72M +$81.9K +2,118 +5%
CF
39
Centaurus Financial
California
$1.7M +$1.3M +33,546 +321%
SMFS
40
Squar Milner Financial Services
California
$1.66M +$51.6K +1,335 +3%
OWM
41
Orgel Wealth Management
Wisconsin
$1.53M +$342K +8,833 +29%
PAG
42
Private Advisor Group
New Jersey
$1.47M +$658K +17,015 +81%
Stifel Financial
43
Stifel Financial
Missouri
$1.21M -$54.6K -1,410 -4%
SFG
44
StrategIQ Financial Group
Indiana
$1.21M +$237K +6,131 +24%
HWA
45
HCR Wealth Advisors
California
$1.05M +$41.8K +1,081 +4%
BTS
46
BB&T Securities
Virginia
$951K +$7.27K +188 +0.8%
CA
47
Cetera Advisors
Colorado
$921K +$921K +23,800 New
SEI Investments
48
SEI Investments
Pennsylvania
$916K -$126K -3,259 -12%
VC
49
Vicus Capital
Pennsylvania
$907K -$291K -7,518 -24%
SWM
50
SVA Wealth Management
Wisconsin
$846K – – –
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