EZM icon

WisdomTree US MidCap Fund

84 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
34
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UR
51
USCA RIA
Texas
$504K
PTC
52
Private Trust Company
Ohio
$502K
CPIG
53
Chicago Partners Investment Group
Illinois
$452K -$49.4K -1,325 -10%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$426K +$35.2K +945 +9%
M&T Bank
55
M&T Bank
New York
$346K
RCG
56
Ruggie Capital Group
Florida
$320K
OWM
57
Orgel Wealth Management
Wisconsin
$277K +$28.3K +759 +11%
BFPW
58
BOK Financial Private Wealth
Colorado
$261K -$31.7K -852 -11%
PWAP
59
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$240K -$17.3K -465 -7%
SS
60
Sunbelt Securities
Texas
$228K +$228K +6,115 New
JIC
61
Joel Isaacson & Co
New York
$223K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$197K -$88.1K -2,364 -31%
IA
63
IFP Advisors
Florida
$195K -$7.48K -201 -4%
LC
64
Landaas & Company
Wisconsin
$191K +$191K +5,131 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$151K
SBL
66
Sargent Bickham Lagudis
Colorado
$140K -$8.81K -237 -6%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$132K +$132K +3,405 New
US Bancorp
68
US Bancorp
Minnesota
$112K
CAL
69
Capital Advisors Ltd
Ohio
$104K
EWM
70
Evercore Wealth Management
New York
$99K +$99K +2,661 New
PS
71
Portfolio Solutions
Michigan
$91K +$91K +2,433 New
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$29.7K +791 +67%
AIM
73
Advantage Investment Management
Iowa
$50K -$22.1K -594 -31%
IP
74
Intellectus Partners
California
$42K
NIC
75
Northwest Investment Counselors
Oregon
$18K +$18K +485 New