EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$86.8M
2
CFA
2
Carroll Financial Associates
North Carolina
$8.36M
3
PAG
3
Private Advisor Group
New Jersey
$10.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.8M
5
OWM
5
Orgel Wealth Management
Wisconsin
$6.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$639K -$50.8K -1,207 -7%
SWM
77
SeaCrest Wealth Management
New York
$572K – – –
AWA
78
Arete Wealth Advisors
Illinois
$563K +$169K +4,127 +43%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$542K – – –
NWS
80
Newport Wealth Strategies
California
$542K – – –
PIA
81
Perennial Investment Advisors
California
$524K +$524K +12,457 New
HWM
82
Howard Wealth Management
Connecticut
$511K +$511K +12,160 New
EH
83
Equitable Holdings
New York
$496K +$496K +11,787 New
IAA
84
Independent Advisor Alliance
North Carolina
$493K +$493K +11,706 New
CAM
85
Covenant Asset Management
New Jersey
$487K -$77.5K -1,840 -14%
CAN
86
Cetera Advisor Networks
California
$484K -$13.1K -309 -3%
OCPWS
87
One Charles Private Wealth Services
Massachusetts
$452K +$452K +10,741 New
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$442K – – –
FI
89
Financial Insights
Washington
$435K – – –
LFWA
90
LBJ Family Wealth Advisors
Texas
$428K +$1.8K +43 +0.4%
SAM
91
S.A. Mason
Michigan
$424K +$424K +10,079 New
CPIG
92
Chicago Partners Investment Group
Illinois
$421K +$8.06K +189 +2%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$412K +$29.9K +711 +8%
Citigroup
94
Citigroup
New York
$411K +$24.7K +587 +6%
CW
95
CreativeOne Wealth
Kansas
$402K -$493K -11,715 -55%
SWM
96
SVA Wealth Management
Wisconsin
$388K -$6.31K -150 -2%
Cerity Partners
97
Cerity Partners
New York
$379K +$12.6K +300 +3%
NFG
98
Next Financial Group
Texas
$363K -$130K -3,090 -26%
PTC
99
Private Trust Company
Ohio
$356K – – –
IRC
100
Investors Research Corp
Georgia
$319K +$112K +2,666 +54%
2 3
4
5 6