EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
7
Increased
53
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$18.8M
2
HWA
2
HCR Wealth Advisors
California
$14.1M
3
PAG
3
Private Advisor Group
New Jersey
$3.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.5M
5
AW
5
ACG Wealth
Georgia
$2.83M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.49K
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HT
4
Hefren-Tillotson
Pennsylvania
$7.66M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFW
76
Meristem Family Wealth
Minnesota
$288K 6,975 – –
Baird Financial Group
77
Baird Financial Group
Wisconsin
$277K 6,758 +2 +0%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$257K 6,215 +930 +18%
CA
79
Cornerstone Advisory
Maryland
$249K 6,024 – –
PWMAG
80
Pinnacle Wealth Management Advisory Group
New Jersey
$244K 5,900 +5,900 New
BFPW
81
BOK Financial Private Wealth
Colorado
$239K 5,787 -1,091 -16%
BSW
82
Buckingham Strategic Wealth
Missouri
$232K 5,600 +5,600 New
WLIM
83
White Lighthouse Investment Management
Massachusetts
$228K 5,505 -250 -4%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$226K 5,469 +89 +2%
BF
85
BOK Financial
Oklahoma
$212K 5,116 – –
M&T Bank
86
M&T Bank
New York
$211K 5,100 -4,200 -45%
AA
87
Ancora Advisors
Ohio
$211K 5,095 – –
CAN
88
Cetera Advisor Networks
California
$211K 5,091 +5,091 New
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$210K 5,087 -5,736 -53%
RA
90
RFG Advisory
Alabama
$208K 5,019 +5,019 New
DIA
91
Dana Investment Advisors
Wisconsin
$206K 4,979 – –
LC
92
Landaas & Company
Wisconsin
$203K 4,920 -170 -3%
US Bancorp
93
US Bancorp
Minnesota
$203K 4,904 +1,179 +32%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$141K 3,405 – –
NFG
95
Next Financial Group
Texas
$128K 3,090 -1,891 -38%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$124K 2,998 +2,921 +3,794%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$92K 2,222 -184 -8%
CAL
98
Capital Advisors Ltd
Ohio
$74K 1,792 – –
VCM
99
Vigilant Capital Management
Maine
$73K 1,772 – –
SFM
100
Signet Financial Management
New Jersey
$72K 1,752 +574 +49%
2 3
4
5 6