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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.1M
2
WA
2
Win Advisors
Florida
$11.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.23M
4
SF
4
Synovus Financial
Georgia
$6.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.4M
2
Truist Financial
2
Truist Financial
North Carolina
$28.6M
3
CWA
3
CM Wealth Advisors
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M
5
3LCM
5
3D/L Capital Management
Connecticut
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.07M 80,185 -594 -0.7%
EH
27
Equitable Holdings
New York
$3.86M 75,977 -2,652 -3%
TF
28
Theory Financial
Colorado
$3.56M 70,118 -2,927 -4%
BCG
29
Breakwater Capital Group
New Jersey
$3.18M 66,189 +9,692 +17%
FWTB
30
First Western Trust Bank
Colorado
$3.14M 61,904 – –
MG
31
Mather Group
Illinois
$2.85M 56,267 +1,064 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.8M 55,215 -14,588 -21%
CANC
33
Culbertson A N & Co
Virginia
$2.42M 47,639 -131 -0.3%
GIA
34
GHP Investment Advisors
Colorado
$2.31M 46,992 -997 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.02M 39,862 +985 +3%
Ameriprise
36
Ameriprise
Minnesota
$2.02M 39,819 +1,498 +4%
KAS
37
Kestra Advisory Services
Texas
$1.87M 36,952 -32,766 -47%
NFC
38
Northeast Financial Consultants
Connecticut
$1.81M 35,727 – –
NC
39
NewSquare Capital
Pennsylvania
$1.62M 32,000 +115 +0.4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.48M 29,097 +866 +3%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.45M 28,531 – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.36M 26,826 +10,586 +65%
CTC
43
Central Trust Company
Missouri
$1.24M 24,516 -8,687 -26%
LSA
44
L & S Advisors
California
$1.23M 24,231 -1,513 -6%
RJA
45
Raymond James & Associates
Florida
$1.22M 23,997 -442 -2%
IRC
46
Investors Research Corp
Georgia
$1.17M 22,970 -464 -2%
MIAS
47
Mason Investment Advisory Services
Virginia
$1.09M 21,452 +58 +0.3%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$1.06M 20,856 – –
RW
49
RVW Wealth
California
$1.05M 20,783 – –
SFG
50
StrategIQ Financial Group
Indiana
$916K 18,051 -120 -0.7%
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