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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

145 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.85M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.59M
4
DC
4
Davenport & Co
Virginia
$34.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.7M
2
UBS Group
2
UBS Group
Switzerland
$50.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$28M
5
Jane Street
5
Jane Street
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$1.03M -$12.8K -204 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.01M -$101K -1,623 -9%
WA
53
Waverly Advisors
Alabama
$959K -$11.4K -183 -1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$916K -$84.4K -1,350 -8%
EF
55
Envision Financial
Wisconsin
$853K +$853K +13,645 New
WANY
56
Wealthspire Advisors (New York)
New York
$825K +$394K +6,310 +92%
TFG
57
Team Financial Group
California
$806K -$335K -5,354 -29%
IFWM
58
Institute for Wealth Management
Colorado
$800K – – –
SC
59
Savant Capital
Illinois
$778K +$28.1K +450 +4%
SM
60
Sensible Money
Arizona
$753K – – –
AAS
61
Avantax Advisory Services
Texas
$750K +$161K +2,573 +27%
ADL
62
Asset Dedication LLC
California
$748K – – –
OPW
63
Oxler Private Wealth
New York
$704K -$120K -1,920 -15%
PSF
64
Pacific Sun Financial
California
$700K – – –
APW
65
Aurora Private Wealth
New Jersey
$679K +$2.25K +36 +0.3%
CPA
66
Cathy Pareto & Associates
Florida
$677K +$677K +10,827 New
LFWA
67
LBJ Family Wealth Advisors
Texas
$671K +$1.69K +27 +0.3%
Creative Planning
68
Creative Planning
Kansas
$668K -$38.2K -611 -5%
PSCM
69
Per Stirling Capital Management
Texas
$623K +$125 +2 +0%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$594K -$54.9K -879 -8%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$558K +$34.1K +545 +7%
PA
72
PSI Advisors
Florida
$504K -$14.3K -228 -3%
NA
73
NewEdge Advisors
Louisiana
$497K -$14.4K -230 -3%
Stifel Financial
74
Stifel Financial
Missouri
$489K +$13.4K +215 +3%
SIG
75
Sargent Investment Group
Maryland
$485K +$130K +2,100 +37%
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