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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-12
Holders Change %
-8.11%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
43
Reduced
43
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29.6M
3
MG
3
Mather Group
Illinois
$3.22M
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
Wells Fargo
5
Wells Fargo
California
$7.13M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$11.2M
4
Truist Financial
4
Truist Financial
North Carolina
$32.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$293K -$242K -5,254 -45%
UL
77
Unionview LLC
Washington
$280K – – –
CFO
78
CVA Family Office
Colorado
$274K +$4.55K +99 +2%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$273K -$50.5K -1,098 -16%
Creative Planning
80
Creative Planning
Kansas
$271K -$298K -6,477 -52%
CWM
81
Cornerstone Wealth Management
Missouri
$235K -$2.21K -48 -0.9%
AAS
82
Avantax Advisory Services
Texas
$233K +$828 +18 +0.4%
CAN
83
Cetera Advisor Networks
California
$232K +$26.4K +573 +13%
Stifel Financial
84
Stifel Financial
Missouri
$231K -$337K -7,339 -59%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$221K +$221K +4,818 New
Bank of New York Mellon
86
Bank of New York Mellon
New York
$219K +$219K +4,765 New
BRWA
87
B. Riley Wealth Advisors
Florida
$215K -$1.29K -28 -0.6%
EWA
88
Exencial Wealth Advisors
Oklahoma
$210K – – –
JWCA
89
J.W. Cole Advisors
Florida
$203K – – –
SWM
90
SeaCrest Wealth Management
New York
$203K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$183K -$28.3K -617 -13%
WT
92
Whittier Trust
California
$179K – – –
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$173K +$25.7K +559 +17%
SPIA
94
Steward Partners Investment Advisory
New York
$163K -$32.3K -700 -17%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$5.35K +116 +3%
BMD
96
Better Money Decisions
New Mexico
$146K +$146K +3,182 New
MA
97
Montag & Associates
Georgia
$142K +$550 +12 +0.4%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$135K +$16.1K +352 +14%
AA
99
Ancora Advisors
Ohio
$95K – – –
EIP
100
Ellis Investment Partners
Pennsylvania
$93K +$367 +8 +0.4%
2 3
4
5 6