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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.87M
3
DC
3
Davenport & Co
Virginia
$15.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.5M
5
MG
5
Mather Group
Illinois
$1.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.28M
2
GPWA
2
Great Point Wealth Advisors
Massachusetts
$17.3M
3
LPL Financial
3
LPL Financial
California
$35.2M
4
Truist Financial
4
Truist Financial
North Carolina
$41.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$2.97M +$407K +7,443 +16%
CANC
27
Culbertson A N & Co
Virginia
$2.79M -$83.8K -1,532 -3%
Ameriprise
28
Ameriprise
Minnesota
$2.04M -$31.2K -570 -2%
SF
29
Synovus Financial
Georgia
$2.03M +$387K +7,065 +24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.99M -$290K -5,301 -13%
NFC
31
Northeast Financial Consultants
Connecticut
$1.94M – – –
Citadel Advisors
32
Citadel Advisors
Florida
$1.87M +$1.87M +34,152 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.6M -$17.3K -316 -1%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.57M – – –
OPW
35
Oxler Private Wealth
New York
$1.46M +$21K +385 +1%
IRC
36
Investors Research Corp
Georgia
$1.39M -$44.1K -806 -3%
RVPG
37
Relative Value Partners Group
$1.37M +$1.42K +26 +0.1%
RW
38
RVW Wealth
California
$1.36M – – –
RJA
39
Raymond James & Associates
Florida
$1.33M -$26.3K -480 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.28M -$2.94M -53,818 -70%
NC
41
NewSquare Capital
Pennsylvania
$1.16M +$335K +6,130 +41%
MIAS
42
Mason Investment Advisory Services
Virginia
$1.15M +$2.95K +54 +0.3%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$1.14M -$7.22K -132 -0.6%
MG
44
Mather Group
Illinois
$1.1M +$1.1M +20,187 New
SFG
45
StrategIQ Financial Group
Indiana
$1.08M +$109 +2 +0%
IFAM
46
Institutional & Family Asset Management
Colorado
$1.06M -$601K -10,995 -36%
GWSG
47
GPS Wealth Strategies Group
Colorado
$1.04M +$414K +7,575 +66%
IA
48
IFP Advisors
Florida
$983K +$983K +24,527 New
BFS
49
Bradley Foster & Sargent
Connecticut
$943K – – –
AWA
50
Arkadios Wealth Advisors
Georgia
$879K -$371K -6,789 -30%
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