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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$86.8M
2
CFA
2
Carroll Financial Associates
North Carolina
$8.36M
3
PAG
3
Private Advisor Group
New Jersey
$10.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.8M
5
OWM
5
Orgel Wealth Management
Wisconsin
$6.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$4.78M -$153K -3,638 -3%
AWM
27
AE Wealth Management
Kansas
$4.69M -$627K -14,904 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.65M -$64.9K -1,542 -1%
MWM
29
Marietta Wealth Management
Georgia
$4.63M -$136K -3,236 -3%
OC
30
Oppenheimer & Co
New York
$3.98M +$765K +18,184 +24%
PA
31
PSI Advisors
Florida
$3.91M +$3.91M +92,849 New
OL
32
Optas LLC
Texas
$3.59M +$3.59M +85,381 New
BFG
33
Barber Financial Group
Kansas
$3.09M -$175K -4,161 -5%
SA
34
Stewardship Advisors
Pennsylvania
$3.07M +$3.07M +72,896 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.81M -$1.31M -32,133 -32%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.76M -$299K -7,112 -10%
CANC
37
Culbertson A N & Co
Virginia
$2.56M +$10.9K +258 +0.4%
CF
38
Centaurus Financial
California
$2.43M -$74.5K -1,771 -3%
FHA
39
Flagship Harbor Advisors
Massachusetts
$2.4M +$1.47K +35 +0.1%
CA
40
Continuum Advisory
Idaho
$2.36M +$73K +1,735 +3%
AG
41
Advisor Group
Arizona
$2.3M -$702K -16,685 -23%
SS
42
Simplicity Solutions
Minnesota
$2.23M -$720K -17,118 -24%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2.19M -$135K -3,197 -6%
S
44
Surevest
California
$2.18M -$76.5K -1,818 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$2.16M -$309K -7,342 -13%
FLI
46
Family Legacy Inc
South Carolina
$2.09M +$9.08K +217 +0.4%
TAM
47
Townsend Asset Management
North Carolina
$2.05M +$2.05M +48,696 New
NA
48
NewEdge Advisors
Louisiana
$1.81M -$17.3K -412 -0.9%
IDA
49
Intelligence Driven Advisers
California
$1.78M -$369K -8,768 -17%
GIA
50
GHP Investment Advisors
Colorado
$1.78M -$11.1K -264 -0.6%
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