EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

75 hedge funds and large institutions have $291M invested in WisdomTree US MidCap Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
10
Increased
30
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$9.93M
2
Bank of America
2
Bank of America
North Carolina
$31.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.65M
4
SB
4
Suntrust Banks
Georgia
$19.6M
5
AIG
5
American International Group
New York
$3.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.87M
2
Jane Street
2
Jane Street
New York
$1.63M
3
HF
3
HRT Financial
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$59.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$737K
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$273K 3,179 +79 +3%
RDM
52
Retirement Design & Management
Connecticut
$224K 2,603 – –
TSS
53
Two Sigma Securities
New York
$224K 2,603 +2,603 New
RCG
54
Ruggie Capital Group
Florida
$223K 2,455 -341 -12%
FIM
55
Freedom Investment Management
Connecticut
$214K 12,801 +7,628 +147%
PWAP
56
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$208K 2,422 +235 +11%
WA
57
WFG Advisors
Texas
$192K 2,229 -100 -4%
JIC
58
Joel Isaacson & Co
New York
$172K 2,000 – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$144K 1,679 -635 -27%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$112K 1,300 +1,300 New
AWS
61
Aris Wealth Services
Pennsylvania
$92K 1,069 -178 -14%
ACM
62
Argentus Capital Management
Texas
$87K 1,009 +1,009 New
CAL
63
Capital Advisors Ltd
Ohio
$64K 744 – –
US Bancorp
64
US Bancorp
Minnesota
$52K 608 – –
WRM
65
Westport Resources Management
Connecticut
$51K 590 – –
CPIG
66
Chicago Partners Investment Group
Illinois
$42K 489 -509 -51%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$34K 400 – –
EWM
68
Evercore Wealth Management
New York
$24K 275 – –
LIA
69
LS Investment Advisors
Michigan
$10K 120 – –
RIA
70
Regal Investment Advisors
Michigan
$9K 105 +105 New
VIA
71
Vantage Investment Advisors
Pennsylvania
$7K 77 – –
BC
72
Bartlett & Co
Ohio
$5K 55 – –
TCOV
73
Trust Company of Vermont
Vermont
$3K 38 – –
LWM
74
LBA Wealth Management
Florida
$3K 30 +30 New
HF
75
HRT Financial
New York
– – -33,135 Closed
1 2
3
4