EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.6M
2
SPIA
2
Steward Partners Investment Advisory
New York
$6.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.3M
4
DC
4
Davenport & Co
Virginia
$28.8M
5
CA
5
Cetera Advisors
Colorado
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$9.45M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.8M
4
Bank of America
4
Bank of America
North Carolina
$36.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
GPWA
26
Great Point Wealth Advisors
Massachusetts
$4.39M 71,946 -85,336 -54%
BCG
27
Breakwater Capital Group
New Jersey
$4.27M 69,996 +2,359 +3%
TF
28
Theory Financial
Colorado
$4.16M 68,220 -3,592 -5%
FWTB
29
First Western Trust Bank
Colorado
$3.78M 61,904 – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.88M 47,225 +6,493 +16%
CANC
31
Culbertson A N & Co
Virginia
$2.82M 46,180 -1,424 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.79M 45,745 -2,551 -5%
MG
33
Mather Group
Illinois
$2.73M 47,647 -3,665 -7%
GIA
34
GHP Investment Advisors
Colorado
$2.73M 44,736 -740 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.63M 43,118 +10,541 +32%
KAS
36
Kestra Advisory Services
Texas
$2.36M 38,601 -301 -0.8%
Ameriprise
37
Ameriprise
Minnesota
$2.19M 35,888 -781 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.12M 34,775 +58 +0.2%
NC
39
NewSquare Capital
Pennsylvania
$2.09M 34,260 +7,900 +30%
CWA
40
CM Wealth Advisors
Ohio
$2.07M 34,842 +34,842 New
NFC
41
Northeast Financial Consultants
Connecticut
$2.06M 33,705 – –
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.73M 28,305 -471 -2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$1.53M 24,988 -54,789 -69%
Citadel Advisors
44
Citadel Advisors
Florida
$1.52M 24,980 +24,980 New
RJA
45
Raymond James & Associates
Florida
$1.5M 24,522 +258 +1%
IRC
46
Investors Research Corp
Georgia
$1.39M 22,783 -144 -0.6%
LSA
47
L & S Advisors
California
$1.35M 22,106 +206 +0.9%
CTC
48
Central Trust Company
Missouri
$1.34M 21,900 -2,336 -10%
CAN
49
Cetera Advisor Networks
California
$1.33M 21,743 +475 +2%
TFG
50
Team Financial Group
California
$1.32M 21,636 +971 +5%
1
2
3 4 5