EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$9.67M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.37M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$38.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.7M
5
Wells Fargo
Wells Fargo
California
$6.88M

Top Sellers

1
PA
PSI Advisors
Florida
$415K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$55.5M
5
GPWA
Great Point Wealth Advisors
Massachusetts
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$666K +$243 +5 +0%
VC
52
Vicus Capital
Pennsylvania
$618K -$55.2K -1,135 -8%
IA
53
Insight Advisors
Pennsylvania
$603K +$603K +12,448 New
Stifel Financial
54
Stifel Financial
Missouri
$594K +$358K +7,365 +152%
APW
55
Aurora Private Wealth
New Jersey
$578K +$2.82K +58 +0.5%
PSCM
56
Per Stirling Capital Management
Texas
$568K +$568K +11,674 New
PSF
57
Pacific Sun Financial
California
$549K – – –
LFWA
58
LBJ Family Wealth Advisors
Texas
$511K +$2.53K +52 +0.5%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$483K +$76.6K +1,576 +19%
KAS
60
Kestra Advisory Services
Texas
$465K -$40.8K -840 -8%
CFO
61
CVA Family Office
Colorado
$463K +$72.2K +1,485 +18%
CAN
62
Cetera Advisor Networks
California
$457K +$457K +9,396 New
BPA
63
Beacon Pointe Advisors
California
$419K +$4.96K +102 +1%
PA
64
PSI Advisors
Florida
$415K -$2.94M -60,400 -88%
PAG
65
Private Advisor Group
New Jersey
$396K -$433K -46,746 -52%
SAM
66
S.A. Mason
Michigan
$393K -$97.2K -2,000 -20%
RJT
67
Raymond James Trust
Florida
$391K +$391K +8,051 New
WANY
68
Wealthspire Advisors (New York)
New York
$379K – – –
T
69
TNF
Montana
$353K -$49.6K -908 -12%
CWM
70
Centric Wealth Management
Illinois
$346K +$1.46K +30 +0.4%
VCM
71
Vigilant Capital Management
Maine
$346K – – –
FI
72
Financial Insights
Washington
$337K – – –
Creative Planning
73
Creative Planning
Kansas
$323K – – –
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$315K -$48.6K -1,000 -13%
SIG
75
Sargent Investment Group
Maryland
$315K -$98.5K -2,025 -24%
1 2
3
4 5