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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$86.8M
2
CFA
2
Carroll Financial Associates
North Carolina
$8.36M
3
PAG
3
Private Advisor Group
New Jersey
$10.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.8M
5
OWM
5
Orgel Wealth Management
Wisconsin
$6.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.6M +$34.6K +822 +2%
AF
52
Advisornet Financial
Minnesota
$1.51M +$242K +5,749 +19%
UWM
53
USAdvisors Wealth Management
Minnesota
$1.22M +$1.22M +28,892 New
SFG
54
StrategIQ Financial Group
Indiana
$1.21M -$72.1K -1,713 -6%
PA
55
Pinnacle Associates
New York
$1.17M -$43.6K -1,035 -4%
GRP
56
Global Retirement Partners
California
$1.13M -$52.6K -1,250 -4%
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M -$50.5K -1,200 -4%
HFA
58
HC Financial Advisors
California
$1.08M -$28.7K -682 -3%
Goldman Sachs
59
Goldman Sachs
New York
$1.05M -$4.02M -95,450 -79%
SWP
60
Stratos Wealth Partners
Ohio
$1.03M +$76.8K +1,825 +8%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.02M -$107K -2,537 -9%
CA
62
Cetera Advisors
Colorado
$1.02M -$10.8K -258 -1%
CFD
63
Creative Financial Designs
Indiana
$894K -$121K -2,872 -12%
HIS
64
Harvest Investment Services
Illinois
$851K +$369K +8,768 +77%
AAS
65
Avantax Advisory Services
Texas
$840K +$840K +19,917 New
QWM
66
Quaker Wealth Management
New Jersey
$775K +$775K +18,413 New
SIG
67
Sargent Investment Group
Maryland
$758K -$177K -4,200 -19%
RJA
68
Raymond James & Associates
Florida
$751K +$32.2K +764 +4%
BFS
69
Bradley Foster & Sargent
Connecticut
$726K – – –
VC
70
Vicus Capital
Pennsylvania
$722K -$25K -594 -3%
APW
71
Aurora Private Wealth
New Jersey
$720K +$720K +17,099 New
MIAS
72
Mason Investment Advisory Services
Virginia
$706K +$2.99K +71 +0.4%
LFG
73
LifePlan Financial Group
Ohio
$701K +$3.37K +80 +0.5%
PSF
74
Pacific Sun Financial
California
$682K – – –
IFWM
75
Institute for Wealth Management
Colorado
$649K -$15.5K -369 -2%
1 2
3
4 5