EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$6.69M
2
UBS Group
2
UBS Group
Switzerland
$39.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.06M
4
CWA
4
CM Wealth Advisors
Ohio
$1.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$342K
3
Morgan Stanley
3
Morgan Stanley
New York
$25.7M
4
CTC
4
Central Trust Company
Missouri
$1.76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$432K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.69M 69,718 -32,936 -32%
FWTB
27
First Western Trust Bank
Colorado
$3.28M 61,904 – –
SF
28
Synovus Financial
Georgia
$3.04M 57,381 +3,726 +7%
BCG
29
Breakwater Capital Group
New Jersey
$2.99M 56,497 +9,236 +20%
MG
30
Mather Group
Illinois
$2.92M 55,203 -6,323 -10%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$2.73M 51,570 -33,357 -39%
GIA
32
GHP Investment Advisors
Colorado
$2.6M 47,989 -5,425 -10%
CANC
33
Culbertson A N & Co
Virginia
$2.53M 47,770 -1,000 -2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.06M 38,877 +38,877 New
Ameriprise
35
Ameriprise
Minnesota
$2.03M 38,321 -18,234 -32%
CWA
36
CM Wealth Advisors
Ohio
$1.92M 34,771 +34,771 New
NFC
37
Northeast Financial Consultants
Connecticut
$1.89M 35,727 +2,022 +6%
CTC
38
Central Trust Company
Missouri
$1.76M 33,203 -62,094 -65%
NC
39
NewSquare Capital
Pennsylvania
$1.69M 31,885 +480 +2%
FHA
40
Flagship Harbor Advisors
Massachusetts
$1.51M 28,531 -33 -0.1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.5M 28,231 +369 +1%
RVPG
42
Relative Value Partners Group
$1.44M 27,243 +40 +0.1%
LSA
43
L & S Advisors
California
$1.36M 25,744 +25,744 New
RJA
44
Raymond James & Associates
Florida
$1.29M 24,439 -496 -2%
IRC
45
Investors Research Corp
Georgia
$1.24M 23,434 -617 -3%
MIAS
46
Mason Investment Advisory Services
Virginia
$1.13M 21,394 +78 +0.4%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$1.11M 20,856 – –
RW
48
RVW Wealth
California
$1.1M 20,783 -817 -4%
SFG
49
StrategIQ Financial Group
Indiana
$962K 18,171 -10 -0.1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$860K 16,240 +5,839 +56%
1
2
3 4 5