EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$9.95M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.11M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.6M
5
Bank of America
5
Bank of America
North Carolina
$27.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$49.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M
3
3LCM
3
3D/L Capital Management
Connecticut
$25.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
AW
5
ACG Wealth
Georgia
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
MFW
76
Meristem Family Wealth
Minnesota
$365K 6,975 – –
CWM
77
Cornerstone Wealth Management
Missouri
$311K 5,931 +164 +3%
Creative Planning
78
Creative Planning
Kansas
$286K 5,459 -6,847 -56%
Jane Street
79
Jane Street
New York
$280K 5,338 +5,338 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$253K 4,837 -1,637 -25%
CAN
81
Cetera Advisor Networks
California
$245K 4,667 +4,667 New
SWM
82
SeaCrest Wealth Management
New York
$242K 4,619 – –
AWA
83
Arete Wealth Advisors
Illinois
$240K 4,581 -419 -8%
EWA
84
Exencial Wealth Advisors
Oklahoma
$240K 4,575 – –
AAS
85
Avantax Advisory Services
Texas
$239K 4,571 -380 -8%
JWCA
86
J.W. Cole Advisors
Florida
$231K 4,406 -1,039 -19%
BRWA
87
B. Riley Wealth Advisors
Florida
$229K 4,363 -213 -5%
HWM
88
Howard Wealth Management
Connecticut
$225K 4,306 -50 -1%
KWM
89
Kingsview Wealth Management
Oregon
$225K 4,260 +4,260 New
PTC
90
Private Trust Company
Ohio
$205K 3,916 +3,916 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$201K 3,837 -225 -6%
BMD
92
Better Money Decisions
New Mexico
$164K 3,136 +3,136 New
MA
93
Montag & Associates
Georgia
$160K 3,053 +9 +0.3%
SPIA
94
Steward Partners Investment Advisory
New York
$159K 3,035 -1,905 -39%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$158K 3,017 +354 +13%
CF
96
Centaurus Financial
California
$131K 2,497 +7 +0.3%
CFO
97
CVA Family Office
Colorado
$124K 2,362 +935 +66%
AA
98
Ancora Advisors
Ohio
$121K 2,310 – –
AF
99
Advisornet Financial
Minnesota
$105K 2,007 -20 -1%
EIP
100
Ellis Investment Partners
Pennsylvania
$104K 1,996 +6 +0.3%
2 3
4
5 6