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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
30
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.22M
2
GPWA
2
Great Point Wealth Advisors
Massachusetts
$3.58M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$1.45M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.1M
5
PAG
5
Private Advisor Group
New Jersey
$3.38M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$55.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.4M
4
NA
4
NewEdge Advisors
Louisiana
$260K
5
Wells Fargo
5
Wells Fargo
California
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$559K 12,870 -3,173 -20%
Creative Planning
52
Creative Planning
Kansas
$502K 11,559 +52 +0.5%
APW
53
Aurora Private Wealth
New Jersey
$490K 11,272 -4,991 -31%
IFAM
54
Institutional & Family Asset Management
Colorado
$486K 11,191 +3,144 +39%
LFWA
55
LBJ Family Wealth Advisors
Texas
$454K 10,458 +73 +0.7%
TRCT
56
Tower Research Capital (TRC)
New York
$451K 10,373 -32,566 -76%
NWS
57
Newport Wealth Strategies
California
$444K 12,975 – –
NFG
58
Next Financial Group
Texas
$440K 10,130 +1,083 +12%
SAM
59
S.A. Mason
Michigan
$438K 10,079 – –
MML Investors Services
60
MML Investors Services
Massachusetts
$427K 9,819 -794 -7%
CWM
61
Centric Wealth Management
Illinois
$424K 9,756 -4,893 -33%
EH
62
Equitable Holdings
New York
$420K 9,671 -159 -2%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$405K 9,326 +1,224 +15%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$402K 9,251 +9,251 New
SIG
65
Sargent Investment Group
Maryland
$378K 8,700 -645 -7%
SWMG
66
Strategic Wealth Management Group
Maryland
$370K 8,512 -73 -0.9%
MAM
67
Meeder Asset Management
Ohio
$370K 8,523 +8,522 +852,200%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$364K 8,384 -2,000 -19%
NC
69
NewSquare Capital
Pennsylvania
$340K 7,825 +4,395 +128%
WCAMG
70
Woodard & Company Asset Management Group
North Carolina
$331K 7,626 +7,626 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$323K 7,422 +832 +13%
MFW
72
Meristem Family Wealth
Minnesota
$303K 6,975 – –
FI
73
Financial Insights
Washington
$301K 6,936 – –
QCM
74
Quest Capital Management
Texas
$276K 6,354 -425 -6%
NA
75
NewEdge Advisors
Louisiana
$260K 5,977 -47,548 -89%
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