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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$8.53M
2
GPWA
Great Point Wealth Advisors
Massachusetts
$11.5M
3
UBS Group
UBS Group
Switzerland
$29.9M
4
Bank of America
Bank of America
North Carolina
$25.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.17M

Top Sellers

1
MCC
Money Concepts Capital
Florida
$828K
2
Truist Financial
Truist Financial
North Carolina
$58.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
5
3LCM
3D/L Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$620K -$35.7K -701 -5%
SF
52
Synovus Financial
Georgia
$607K -$135K -2,641 -18%
APW
53
Aurora Private Wealth
New Jersey
$574K – – –
IFAM
54
Institutional & Family Asset Management
Colorado
$570K – – –
EH
55
Equitable Holdings
New York
$546K +$53K +1,040 +11%
Stifel Financial
56
Stifel Financial
Missouri
$546K +$546K +10,717 New
LFWA
57
LBJ Family Wealth Advisors
Texas
$532K +$254 +5 +0%
SAM
58
S.A. Mason
Michigan
$513K – – –
NFG
59
Next Financial Group
Texas
$505K -$11.2K -219 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$501K +$815 +16 +0.2%
CWM
61
Centric Wealth Management
Illinois
$496K -$1.27K -25 -0.3%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$458K -$13.2K -260 -3%
MAM
63
Meeder Asset Management
Ohio
$455K +$20.9K +411 +5%
NC
64
NewSquare Capital
Pennsylvania
$446K +$47.4K +930 +12%
SIG
65
Sargent Investment Group
Maryland
$443K – – –
NWS
66
Newport Wealth Strategies
California
$439K -$221K -4,350 -34%
CA
67
Cetera Advisors
Colorado
$431K -$768K -15,074 -64%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K – – –
SWMG
69
Strategic Wealth Management Group
Maryland
$413K -$20.7K -407 -5%
WANY
70
Wealthspire Advisors (New York)
New York
$413K +$413K +8,105 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$398K -$76.7K -1,507 -16%
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$389K +$255 +5 +0.1%
VCM
73
Vigilant Capital Management
Maine
$363K +$363K +7,122 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$361K -$2.75M -53,923 -88%
MFW
75
Meristem Family Wealth
Minnesota
$355K – – –
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