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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
45
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.5M
2
CTC
2
Central Trust Company
Missouri
$4.73M
3
UBS Group
3
UBS Group
Switzerland
$39M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.34M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$6.47M
3
PAG
3
Private Advisor Group
New Jersey
$4.49M
4
Truist Financial
4
Truist Financial
North Carolina
$43.5M
5
NFC
5
Northeast Financial Consultants
Connecticut
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$3.58M 63,561 -956 -1%
CANC
27
Culbertson A N & Co
Virginia
$2.96M 52,568 -2,027 -4%
EH
28
Equitable Holdings
New York
$2.64M 46,878 +30,602 +188%
CFA
29
Carroll Financial Associates
North Carolina
$2.49M 44,517 +240 +0.5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.35M 41,680 +6,938 +20%
Ameriprise
31
Ameriprise
Minnesota
$2.13M 37,814 +1,358 +4%
NFC
32
Northeast Financial Consultants
Connecticut
$2M 35,505 -17,980 -34%
IFAM
33
Institutional & Family Asset Management
Colorado
$1.71M 30,341 +2,033 +7%
SF
34
Synovus Financial
Georgia
$1.69M 30,062 +11,978 +66%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.66M 29,530 -153 -0.5%
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.62M 28,774 – –
OPW
37
Oxler Private Wealth
New York
$1.48M 26,377 -219 -0.8%
IRC
38
Investors Research Corp
Georgia
$1.47M 26,186 -19 -0.1%
RVPG
39
Relative Value Partners Group
$1.41M 25,010 +4,785 +24%
RW
40
RVW Wealth
California
$1.4M 24,834 -2,055 -8%
RJA
41
Raymond James & Associates
Florida
$1.4M 24,816 +165 +0.7%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.29M 22,870 -6,665 -23%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$1.19M 21,061 – –
MIAS
44
Mason Investment Advisory Services
Virginia
$1.18M 20,929 +7,057 +51%
SFG
45
StrategIQ Financial Group
Indiana
$1.11M 19,666 -1,496 -7%
BFS
46
Bradley Foster & Sargent
Connecticut
$970K 17,240 – –
ADL
47
Asset Dedication LLC
California
$861K 15,293 – –
HFA
48
HC Financial Advisors
California
$853K 15,150 – –
NC
49
NewSquare Capital
Pennsylvania
$848K 15,075 +4,585 +44%
SWP
50
Stratos Wealth Partners
Ohio
$780K 13,864 -1,111 -7%
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