EZM icon

WisdomTree US MidCap Fund

129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.

Holders
129
Holders Change
-29
Holders Change %
-18.35%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
15
Increased
34
Reduced
57
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFWA
76
LBJ Family Wealth Advisors
Texas
$272K +$1.69K +64 +0.6%
SAM
77
S.A. Mason
Michigan
$266K
FI
78
Financial Insights
Washington
$247K -$26.2K -990 -10%
Citigroup
79
Citigroup
New York
$246K -$11.8K -448 -5%
SWM
80
SVA Wealth Management
Wisconsin
$238K -$5.87K -222 -2%
CAN
81
Cetera Advisor Networks
California
$234K -$68.5K -2,593 -23%
QCM
82
Quest Capital Management
Texas
$233K -$11.1M -418,495 -98%
SF
83
Synovus Financial
Georgia
$231K +$51.8K +1,952 +29%
NFG
84
Next Financial Group
Texas
$228K
LFG
85
LifePlan Financial Group
Ohio
$222K -$218K -8,258 -50%
UWM
86
USAdvisors Wealth Management
Minnesota
$208K -$555K -21,019 -73%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$177K -$81.7K -3,093 -32%
VFA
88
Valeo Financial Advisors
Indiana
$144K +$33.5K +1,139 +30%
VCP
89
Verus Capital Partners
Arizona
$136K +$26.8K +1,012 +25%
US Bancorp
90
US Bancorp
Minnesota
$126K +$714 +27 +0.6%
IA
91
IFP Advisors
Florida
$102K -$16.8K -602 -14%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$3.82K +144 +4%
SPIA
93
Steward Partners Investment Advisory
New York
$81K -$108K -4,120 -57%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$66K +$32.8K +1,246 +99%
MWM
95
MBE Wealth Management
Wisconsin
$61K +$61K +2,320 New
AA
96
Ancora Advisors
Ohio
$59K
CFD
97
Creative Financial Designs
Indiana
$57K -$501K -19,054 -90%
EWM
98
EPG Wealth Management
Georgia
$57K +$57K +2,162 New
SBL
99
Sargent Bickham Lagudis
Colorado
$52K +$9.71K +369 +23%
EIP
100
Ellis Investment Partners
Pennsylvania
$48K +$318 +13 +0.7%