EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.6M
2
SPIA
2
Steward Partners Investment Advisory
New York
$6.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.3M
4
DC
4
Davenport & Co
Virginia
$28.8M
5
CA
5
Cetera Advisors
Colorado
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$9.45M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.8M
4
Bank of America
4
Bank of America
North Carolina
$36.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Apella Capital
Connecticut
$1.26M 20,925 – –
RW
52
RVW Wealth
California
$1.18M 19,265 -1,089 -5%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$1.16M 19,067 -113 -0.6%
MIAS
54
Mason Investment Advisory Services
Virginia
$1.06M 17,376 -4,075 -19%
WWM
55
Western Wealth Management
Colorado
$1.02M 16,703 +256 +2%
WA
56
Waverly Advisors
Alabama
$1M 16,396 +16,396 New
SM
57
Sensible Money
Arizona
$944K 15,473 – –
ADL
58
Asset Dedication LLC
California
$933K 15,293 – –
OPW
59
Oxler Private Wealth
New York
$874K 14,319 -312 -2%
IFWM
60
Institute for Wealth Management
Colorado
$782K 12,819 -891 -6%
SC
61
Savant Capital
Illinois
$732K 12,000 – –
APW
62
Aurora Private Wealth
New Jersey
$732K 12,080 +35 +0.3%
HWP
63
Hibernia Wealth Partners
Louisiana
$700K 11,475 +21 +0.2%
Creative Planning
64
Creative Planning
Kansas
$691K 11,330 +4,739 +72%
PSF
65
Pacific Sun Financial
California
$691K 11,320 – –
Jane Street
66
Jane Street
New York
$655K 10,731 +10,731 New
LFWA
67
LBJ Family Wealth Advisors
Texas
$650K 10,659 +24 +0.2%
PSCM
68
Per Stirling Capital Management
Texas
$644K 10,562 +2 +0%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$591K 9,692 -214 -2%
FTUS
70
Flow Traders U.S.
New York
$574K 9,400 -7,265 -44%
NA
71
NewEdge Advisors
Louisiana
$527K 8,641 +8,491 +5,661%
BPA
72
Beacon Pointe Advisors
California
$526K 8,627 – –
PA
73
PSI Advisors
Florida
$506K 8,293 -250 -3%
CFO
74
CVA Family Office
Colorado
$491K 8,042 -1,484 -16%
Stifel Financial
75
Stifel Financial
Missouri
$471K 7,712 +527 +7%
1 2
3
4 5