EZM icon

WisdomTree US MidCap Fund

122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
25
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$1.85M +$220K +6,757 +14%
RW
27
RVW Wealth
California
$1.78M -$7.23M -221,897 -80%
NA
28
NewEdge Advisors
Louisiana
$1.73M +$275K +8,441 +19%
TAM
29
Townsend Asset Management
North Carolina
$1.69M +$57.8K +1,775 +4%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$1.61M +$425K +13,037 +36%
Ameriprise
31
Ameriprise
Minnesota
$1.56M -$129K -3,969 -8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.14M -$446K -13,693 -28%
CFA
33
Carroll Financial Associates
North Carolina
$1.05M +$98.4K +3,020 +10%
FHA
34
Flagship Harbor Advisors
Massachusetts
$975K -$168K -5,166 -15%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$931K -$1.92M -59,036 -67%
RJA
36
Raymond James & Associates
Florida
$914K +$452K +13,887 +98%
IRC
37
Investors Research Corp
Georgia
$903K +$243K +7,456 +37%
HFA
38
HC Financial Advisors
California
$827K +$27.7K +850 +3%
SFG
39
StrategIQ Financial Group
Indiana
$815K -$121K -3,718 -13%
CA
40
Cetera Advisors
Colorado
$753K -$49.5K -1,518 -6%
VC
41
Vicus Capital
Pennsylvania
$747K +$13.1K +403 +2%
ADL
42
Asset Dedication LLC
California
$657K
AAS
43
Avantax Advisory Services
Texas
$616K +$41.5K +1,272 +7%
CF
44
Centaurus Financial
California
$607K -$1.47M -45,060 -71%
HIS
45
Harvest Investment Services
Illinois
$595K +$198K +6,095 +50%
OC
46
Oppenheimer & Co
New York
$594K -$2.57M -78,812 -81%
SWP
47
Stratos Wealth Partners
Ohio
$583K -$26.5K -813 -4%
MIAS
48
Mason Investment Advisory Services
Virginia
$560K +$26.3K +807 +5%
Citigroup
49
Citigroup
New York
$542K +$238K +7,317 +78%
PSF
50
Pacific Sun Financial
California
$526K