EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

114 hedge funds and large institutions have $262M invested in WisdomTree US MidCap Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
27
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$720K
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$4.85M
3
AAS
3
Avantax Advisory Services
Texas
$1.27M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.82M
5
APW
5
Aurora Private Wealth
New Jersey
$556K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.8M
2
Truist Financial
2
Truist Financial
North Carolina
$50.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
UBS Group
4
UBS Group
Switzerland
$15.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$1.81M -$54K -1,580 -3%
GPWA
27
Great Point Wealth Advisors
Massachusetts
$1.61M – – –
Ameriprise
28
Ameriprise
Minnesota
$1.6M -$29.9K -874 -2%
TRCT
29
Tower Research Capital (TRC)
New York
$1.47M -$1.43M -41,732 -49%
TAM
30
Townsend Asset Management
North Carolina
$1.38M -$395K -11,570 -22%
AAS
31
Avantax Advisory Services
Texas
$1.27M +$629K +18,417 +98%
CFA
32
Carroll Financial Associates
North Carolina
$1.27M +$169K +4,941 +15%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.03M -$173K -5,048 -14%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.02M -$1.5K -44 -0.1%
IRC
35
Investors Research Corp
Georgia
$908K -$39.9K -1,168 -4%
RJA
36
Raymond James & Associates
Florida
$861K -$98.2K -2,871 -10%
SFG
37
StrategIQ Financial Group
Indiana
$776K -$79.3K -2,320 -9%
CA
38
Cetera Advisors
Colorado
$767K -$22.7K -663 -3%
VC
39
Vicus Capital
Pennsylvania
$724K -$59.7K -1,747 -8%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$720K +$720K +21,061 New
ADL
41
Asset Dedication LLC
California
$689K – – –
HFA
42
HC Financial Advisors
California
$683K -$185K -5,406 -21%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$601K +$299K +8,737 +99%
MIAS
44
Mason Investment Advisory Services
Virginia
$590K +$2.39K +70 +0.4%
BFS
45
Bradley Foster & Sargent
Connecticut
$589K +$589K +17,240 New
Citigroup
46
Citigroup
New York
$581K +$11.8K +345 +2%
CWM
47
Centric Wealth Management
Illinois
$559K +$128K +3,349 +30%
APW
48
Aurora Private Wealth
New Jersey
$556K +$556K +16,263 New
HIS
49
Harvest Investment Services
Illinois
$555K -$69.5K -2,033 -11%
KAS
50
Kestra Advisory Services
Texas
$548K +$548K +16,043 New
1
2
3 4 5