EZM icon

WisdomTree US MidCap Fund

122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
25
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
76
Howard Wealth Management
Connecticut
$205K -$155K -4,764 -43%
UWM
77
USAdvisors Wealth Management
Minnesota
$201K -$54.9K -1,690 -21%
CAN
78
Cetera Advisor Networks
California
$160K -$129K -3,945 -45%
GRP
79
Global Retirement Partners
California
$140K -$734K -22,550 -84%
SPIA
80
Steward Partners Investment Advisory
New York
$117K +$16.3K +500 +16%
IA
81
IFP Advisors
Florida
$97K -$21K -653 -18%
AF
82
Advisornet Financial
Minnesota
$94K -$1.48M -45,356 -94%
VFA
83
Valeo Financial Advisors
Indiana
$80K -$78.4K -2,421 -49%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$47.7K -1,472 -38%
AA
85
Ancora Advisors
Ohio
$73K
NC
86
NewSquare Capital
Pennsylvania
$68K +$68K +2,095 New
EIP
87
Ellis Investment Partners
Pennsylvania
$63K +$224 +7 +0.4%
US Bancorp
88
US Bancorp
Minnesota
$57K -$96.7K -3,000 -63%
CFO
89
CVA Family Office
Colorado
$55K
William Blair & Company
90
William Blair & Company
Illinois
$51K
Franklin Resources
91
Franklin Resources
California
$51K +$51K +1,500 New
OPS
92
Orion Portfolio Solutions
Nebraska
$44K +$44K +1,346 New
CAL
93
Capital Advisors Ltd
Ohio
$40K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$40K
EP
95
Eudaimonia Partners
Tennessee
$34K
HWA
96
HCR Wealth Advisors
California
$29K -$4.79K -149 -14%
SWM
97
Sugarloaf Wealth Management
Georgia
$27K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$19K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +590 New
CFD
100
Creative Financial Designs
Indiana
$18K -$53.3K -1,619 -75%