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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$8.53M
2
GPWA
Great Point Wealth Advisors
Massachusetts
$11.5M
3
UBS Group
UBS Group
Switzerland
$29.9M
4
Bank of America
Bank of America
North Carolina
$25.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.17M

Top Sellers

1
MCC
Money Concepts Capital
Florida
$828K
2
Truist Financial
Truist Financial
North Carolina
$58.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
5
3LCM
3D/L Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$1.79M +$97.7K +1,920 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.59M -$4.53M -88,890 -74%
Ameriprise
28
Ameriprise
Minnesota
$1.52M +$205K +4,019 +16%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.49M +$28.5K +559 +2%
FHA
30
Flagship Harbor Advisors
Massachusetts
$1.47M -$56.6K -1,112 -4%
IRC
31
Investors Research Corp
Georgia
$1.34M -$3.77K -74 -0.3%
RJA
32
Raymond James & Associates
Florida
$1.22M +$74.2K +1,457 +6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.17M +$872K +17,114 +295%
OPW
34
Oxler Private Wealth
New York
$1.13M +$260K +5,100 +30%
SFG
35
StrategIQ Financial Group
Indiana
$1.09M -$3.77K -74 -0.3%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$1.07M – – –
Citigroup
37
Citigroup
New York
$942K – – –
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$910K -$695K – –
BFS
39
Bradley Foster & Sargent
Connecticut
$878K – – –
MIAS
40
Mason Investment Advisory Services
Virginia
$869K +$509 +10 +0.1%
MCC
41
Money Concepts Capital
Florida
$828K -$6.38M -125,170 -89%
HFA
42
HC Financial Advisors
California
$811K -$135K -2,650 -14%
VC
43
Vicus Capital
Pennsylvania
$784K -$63.2K -1,242 -7%
ADL
44
Asset Dedication LLC
California
$779K -$248K -4,870 -24%
TF
45
TIAA FSB
Florida
$773K – – –
IWM
46
IHT Wealth Management
Illinois
$728K +$728K +14,297 New
IFWM
47
Institute for Wealth Management
Colorado
$696K +$51 +1 +0%
SWP
48
Stratos Wealth Partners
Ohio
$690K +$2.55K +50 +0.4%
HIS
49
Harvest Investment Services
Illinois
$664K -$21.2K -416 -3%
Creative Planning
50
Creative Planning
Kansas
$627K +$38.1K +747 +6%
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