EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

75 hedge funds and large institutions have $278M invested in WisdomTree US MidCap Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.24M
2
SB
2
Suntrust Banks
Georgia
$30.1M
3
TA
3
TMD & Associates
Arizona
$5.34M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.18M
5
LPL Financial
5
LPL Financial
California
$5.22M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$2.26M
2
3AM
2
3D Asset Management
Connecticut
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RDM
76
Retirement Design & Management
Connecticut
– -$709K -23,313 Closed
FA
77
FDx Advisors
Illinois
– -$275K -9,021 Closed
PWAP
78
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$243K -7,974 Closed
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
– -$132K -4,350 Closed
WRM
80
Westport Resources Management
Connecticut
– -$54K -1,770 Closed
1 2 3
4