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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

75 hedge funds and large institutions have $278M invested in WisdomTree US MidCap Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.24M
2
SB
2
Suntrust Banks
Georgia
$30.1M
3
TA
3
TMD & Associates
Arizona
$5.34M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.18M
5
LPL Financial
5
LPL Financial
California
$5.22M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$2.26M
2
3AM
2
3D Asset Management
Connecticut
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cornerstone Advisory
Maryland
$236K -$14.3K -450 -6%
RCG
52
Ruggie Capital Group
Florida
$233K – – –
CAN
53
Cetera Advisor Networks
California
$230K +$230K +7,197 New
VFA
54
Voya Financial Advisors
Connecticut
$227K -$365K -11,577 -62%
JIC
55
Joel Isaacson & Co
New York
$191K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$148K +$96 +3 +0.1%
WA
57
WFG Advisors
Texas
$139K -$68.1K -2,130 -33%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$124K – – –
US Bancorp
59
US Bancorp
Minnesota
$96K – – –
DADC
60
D.A. Davidson & Co
Montana
$88K -$438K -13,737 -83%
AssetMark Inc
61
AssetMark Inc
California
$81K – – –
CAL
62
Capital Advisors Ltd
Ohio
$71K – – –
CPIG
63
Chicago Partners Investment Group
Illinois
$47K – – –
SEI Investments
64
SEI Investments
Pennsylvania
$27K +$20K +630 +288%
GI
65
Gradient Investments
Minnesota
$15K – – –
KF
66
Krilogy Financial
Missouri
$11K -$3.73K -114 -25%
NFG
67
Next Financial Group
Texas
$9K +$9K +267 New
BlackRock
68
BlackRock
New York
$6K – – –
BC
69
Bartlett & Co
Ohio
$5K – – –
GWM
70
Geneos Wealth Management
Colorado
$5K – – –
Creative Planning
71
Creative Planning
Kansas
$4K +$4K +123 New
TCOV
72
Trust Company of Vermont
Vermont
$3K -$677 -21 -18%
LWM
73
LBA Wealth Management
Florida
$3K – – –
SBL
74
Sargent Bickham Lagudis
Colorado
$144 -$40 -1,245 -22%
VKH
75
Virtu KCG Holdings
New York
– -$792K -26,034 Closed
1 2
3
4