EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
43
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.77M
2
DC
2
Davenport & Co
Virginia
$28.4M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$962K
4
IC
4
IEQ Capital
California
$11.9M
5
PAG
5
Private Advisor Group
New Jersey
$10.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$52.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.98M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
CWA
5
CM Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$931K 16,107 -2,960 -16%
CAM
52
Cresset Asset Management
Illinois
$806K 13,950 +6,975 +100%
OPW
53
Oxler Private Wealth
New York
$789K 13,645 -674 -5%
IFWM
54
Institute for Wealth Management
Colorado
$739K 12,790 -29 -0.2%
SM
55
Sensible Money
Arizona
$696K 12,046 -3,427 -22%
SC
56
Savant Capital
Illinois
$693K 12,000 – –
ADL
57
Asset Dedication LLC
California
$691K 11,963 -3,330 -22%
Creative Planning
58
Creative Planning
Kansas
$653K 11,305 -25 -0.2%
PSF
59
Pacific Sun Financial
California
$647K 11,200 -120 -1%
APW
60
Aurora Private Wealth
New Jersey
$623K 10,787 -1,293 -11%
LFWA
61
LBJ Family Wealth Advisors
Texas
$618K 10,686 +27 +0.3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$601K 10,401 +709 +7%
IRC
63
Investors Research Corp
Georgia
$587K 10,149 -12,634 -55%
PSCM
64
Per Stirling Capital Management
Texas
$576K 9,963 -599 -6%
NA
65
NewEdge Advisors
Louisiana
$547K 9,465 +824 +10%
AAS
66
Avantax Advisory Services
Texas
$537K 9,300 +5,621 +153%
PA
67
PSI Advisors
Florida
$479K 8,293 – –
CFO
68
CVA Family Office
Colorado
$467K 8,085 +43 +0.5%
Citadel Advisors
69
Citadel Advisors
Florida
$459K 7,941 -17,039 -68%
CWM
70
Centric Wealth Management
Illinois
$446K 7,211 +20 +0.3%
Stifel Financial
71
Stifel Financial
Missouri
$446K 7,712 – –
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$424K 7,340 +217 +3%
FTUS
73
Flow Traders U.S.
New York
$420K 7,272 -2,128 -23%
WANY
74
Wealthspire Advisors (New York)
New York
$416K 7,195 – –
SAM
75
S.A. Mason
Michigan
$409K 7,079 – –
1 2
3
4 5