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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

Holders
136
Holders Change
-12
Holders Change %
-8.11%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
43
Reduced
43
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29.6M
3
MG
3
Mather Group
Illinois
$3.22M
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
Wells Fargo
5
Wells Fargo
California
$7.13M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$11.2M
4
Truist Financial
4
Truist Financial
North Carolina
$32.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
Theory Financial
Colorado
$3.06M -$15.7K -338 -0.5%
GIA
27
GHP Investment Advisors
Colorado
$2.8M -$112K -2,427 -4%
EH
28
Equitable Holdings
New York
$2.58M +$80.3K +1,747 +3%
CANC
29
Culbertson A N & Co
Virginia
$2.34M -$4.6K -100 -0.2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.97M +$893K +19,428 +83%
SF
31
Synovus Financial
Georgia
$1.92M +$210K +4,571 +12%
Citadel Advisors
32
Citadel Advisors
Florida
$1.84M +$269K +5,862 +17%
OPW
33
Oxler Private Wealth
New York
$1.81M +$575K +12,508 +47%
NFC
34
Northeast Financial Consultants
Connecticut
$1.63M – – –
RVPG
35
Relative Value Partners Group
$1.36M +$102K +2,041 +8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.34M -$7.12K -155 -0.5%
FHA
37
Flagship Harbor Advisors
Massachusetts
$1.32M -$4.14K -90 -0.3%
TRCT
38
Tower Research Capital (TRC)
New York
$1.26M +$1.06M +23,072 +541%
Ameriprise
39
Ameriprise
Minnesota
$1.23M -$479K -10,414 -28%
RJA
40
Raymond James & Associates
Florida
$1.19M +$66.9K +1,455 +6%
IRC
41
Investors Research Corp
Georgia
$1.16M -$8.6K -187 -0.7%
RW
42
RVW Wealth
California
$1.09M -$52.4K -1,141 -5%
NC
43
NewSquare Capital
Pennsylvania
$1M +$26.2K +570 +3%
IA
44
IFP Advisors
Florida
$983K – – –
MIAS
45
Mason Investment Advisory Services
Virginia
$968K +$3.82K +83 +0.4%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$962K – – –
SFG
47
StrategIQ Financial Group
Indiana
$845K -$59.7K -1,297 -7%
ADL
48
Asset Dedication LLC
California
$703K – – –
HFA
49
HC Financial Advisors
California
$699K – – –
VC
50
Vicus Capital
Pennsylvania
$659K +$7.82K +170 +1%
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