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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

64 hedge funds and large institutions have $315M invested in WisdomTree US MidCap Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
30
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$12M
3
GI
3
Gradient Investments
Minnesota
$9M
4
UBS Group
4
UBS Group
Switzerland
$30.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.3M

Top Sellers

1
AIG
1
American International Group
New York
$1.02M
2
Jane Street
2
Jane Street
New York
$0
3
ACM
3
Argentus Capital Management
Texas
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
3AM
5
3D Asset Management
Connecticut
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
WFG Advisors
Texas
$199K -$6.77K -210 -3%
AWS
52
Aris Wealth Services
Pennsylvania
$120K +$120K +3,741 New
Creative Planning
53
Creative Planning
Kansas
$66K +$66K +2,052 New
US Bancorp
54
US Bancorp
Minnesota
$59K – – –
WRM
55
Westport Resources Management
Connecticut
$57K – – –
CPIG
56
Chicago Partners Investment Group
Illinois
$47K +$1.85K +60 +4%
CAL
57
Capital Advisors Ltd
Ohio
$39K – – –
VIA
58
Vantage Investment Advisors
Pennsylvania
$15K +$7.5K +231 +100%
LIA
59
LS Investment Advisors
Michigan
$12K – – –
BC
60
Bartlett & Co
Ohio
$5K – – –
TCOV
61
Trust Company of Vermont
Vermont
$4K -$727 -24 -15%
VC
62
Vicus Capital
Pennsylvania
$3.18K +$4 +129 +0.1%
Jane Street
63
Jane Street
New York
– -$3.06M -99,054 Closed
ACM
64
Argentus Capital Management
Texas
– -$2.82M -91,437 Closed
VKH
65
Virtu KCG Holdings
New York
– -$1.65M -53,346 Closed
Ameriprise
66
Ameriprise
Minnesota
– -$601K -19,455 Closed
VFS
67
VSR Financial Services
Kansas
– -$587K -19,002 Closed
HFS
68
HL Financial Services
Kentucky
– -$320K -10,356 Closed
BBA
69
BLB&B Advisors
Pennsylvania
– -$246K -7,950 Closed
RCG
70
Ruggie Capital Group
Florida
– -$222K -7,365 Closed
HIS
71
Horizon Investment Services
Indiana
– -$208K -6,741 Closed
NPC
72
National Planning Corporation
California
– -$18.7K -621 Closed
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7 -225 Closed
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