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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$9.67M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.37M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$38.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.7M
5
Wells Fargo
Wells Fargo
California
$6.88M

Top Sellers

1
PA
PSI Advisors
Florida
$415K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$55.5M
5
GPWA
Great Point Wealth Advisors
Massachusetts
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
Theory Financial
Colorado
$3.4M +$3.4M +69,922 New
EH
27
Equitable Holdings
New York
$3.13M +$52.1K +1,072 +2%
MG
28
Mather Group
Illinois
$2.83M +$29.8K +612 +1%
GIA
29
GHP Investment Advisors
Colorado
$2.71M -$238K -4,901 -8%
CANC
30
Culbertson A N & Co
Virginia
$2.44M -$14.5K -299 -0.6%
SF
31
Synovus Financial
Georgia
$2.21M +$229K +4,707 +12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.06M +$1.08M +22,173 +110%
OPW
33
Oxler Private Wealth
New York
$1.88M -$10.2K -210 -0.5%
NFC
34
Northeast Financial Consultants
Connecticut
$1.64M -$87.5K -1,800 -5%
NC
35
NewSquare Capital
Pennsylvania
$1.47M +$45K +925 +3%
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.4M +$2.33K +48 +0.2%
Ameriprise
37
Ameriprise
Minnesota
$1.37M +$40.8K +838 +3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.36M -$46.1K -948 -3%
RVPG
39
Relative Value Partners Group
$1.32M +$2.58K +53 +0.2%
BCG
40
Breakwater Capital Group
New Jersey
$1.28M +$1.28M +26,266 New
IRC
41
Investors Research Corp
Georgia
$1.22M -$2.77K -57 -0.2%
RJA
42
Raymond James & Associates
Florida
$1.22M -$40.2K -826 -3%
RW
43
RVW Wealth
California
$1.06M -$37.8K -777 -3%
MIAS
44
Mason Investment Advisory Services
Virginia
$1.03M +$4.96K +102 +0.5%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$1.01M -$3.55K -73 -0.3%
IA
46
IFP Advisors
Florida
$990K -$12.6K -315 -1%
SFG
47
StrategIQ Financial Group
Indiana
$880K -$13.7K -281 -2%
SM
48
Sensible Money
Arizona
$752K +$752K +15,473 New
ADL
49
Asset Dedication LLC
California
$744K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$692K +$37.1K +764 +6%
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