EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
30
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.22M
2
GPWA
2
Great Point Wealth Advisors
Massachusetts
$3.58M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$1.45M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.1M
5
PAG
5
Private Advisor Group
New Jersey
$3.38M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$55.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.4M
4
NA
4
NewEdge Advisors
Louisiana
$260K
5
Wells Fargo
5
Wells Fargo
California
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$1.67M 38,523 +1,412 +4%
AWA
27
Arkadios Wealth Advisors
Georgia
$1.45M 33,283 +32,947 +9,806%
FHA
28
Flagship Harbor Advisors
Massachusetts
$1.3M 29,886 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.25M 28,654 -1,395 -5%
IRC
30
Investors Research Corp
Georgia
$1.15M 26,380 -171 -0.6%
Ameriprise
31
Ameriprise
Minnesota
$1.11M 25,631 -21,231 -45%
Citadel Advisors
32
Citadel Advisors
Florida
$1.1M 25,210 +25,210 New
CA
33
Cetera Advisors
Colorado
$1.02M 23,538 +1,093 +5%
RJA
34
Raymond James & Associates
Florida
$978K 22,499 -2,685 -11%
SFG
35
StrategIQ Financial Group
Indiana
$931K 21,429 -1,261 -6%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$915K 21,061 – –
ADL
37
Asset Dedication LLC
California
$876K 20,163 – –
HFA
38
HC Financial Advisors
California
$807K 18,564 -1,421 -7%
Citigroup
39
Citigroup
New York
$804K 18,490 +1,500 +9%
TAM
40
Townsend Asset Management
North Carolina
$777K 17,868 -22,449 -56%
BFS
41
Bradley Foster & Sargent
Connecticut
$749K 17,240 – –
OPW
42
Oxler Private Wealth
New York
$744K 17,141 +17,141 New
MIAS
43
Mason Investment Advisory Services
Virginia
$741K 17,048 -222 -1%
VC
44
Vicus Capital
Pennsylvania
$723K 16,642 -4,538 -21%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
– – – –
TF
46
TIAA FSB
Florida
$660K 15,180 +15,180 New
SF
47
Synovus Financial
Georgia
$634K 14,551 -1,077 -7%
IFWM
48
Institute for Wealth Management
Colorado
$594K 13,674 +748 +6%
SWP
49
Stratos Wealth Partners
Ohio
$587K 13,504 -1,048 -7%
HIS
50
Harvest Investment Services
Illinois
$585K 13,471 -2,770 -17%
1
2
3 4 5