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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$9.67M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.37M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$38.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.7M
5
Wells Fargo
Wells Fargo
California
$6.88M

Top Sellers

1
PA
PSI Advisors
Florida
$415K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$55.5M
5
GPWA
Great Point Wealth Advisors
Massachusetts
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$306K +$122K +2,511 +67%
UL
77
Unionview LLC
Washington
$298K +$1.46K +30 +0.5%
BRWA
78
B. Riley Wealth Advisors
Florida
$262K +$35.5K +730 +16%
KWM
79
Kingsview Wealth Management
Oregon
$251K – – –
AAS
80
Avantax Advisory Services
Texas
$248K +$827 +17 +0.3%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$246K -$30.2K -621 -11%
WT
82
Whittier Trust
California
$227K – – –
EWA
83
Exencial Wealth Advisors
Oklahoma
$222K – – –
AWA
84
Arkadios Wealth Advisors
Georgia
$218K +$218K +4,479 New
JWCA
85
J.W. Cole Advisors
Florida
$214K +$214K +4,406 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$203K +$203K +4,170 New
SPIA
87
Steward Partners Investment Advisory
New York
$182K +$9.72K +200 +6%
MA
88
Montag & Associates
Georgia
$152K +$729 +15 +0.5%
AA
89
Ancora Advisors
Ohio
$100K – – –
CASC
90
Coppell Advisory Solutions Corp
Texas
$97.7K +$97.7K +2,010 New
CAS
91
Coppell Advisory Solutions
Texas
$97.7K +$97.7K +2,010 New
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$80K +$80K +1,646 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$74.1K – – –
Franklin Resources
94
Franklin Resources
California
$72.9K – – –
US Bancorp
95
US Bancorp
Minnesota
$68.9K – – –
HWM
96
Horizons Wealth Management
North Carolina
$68K – – –
CAL
97
Capital Advisors Ltd
Ohio
$60K – – –
GRP
98
Global Retirement Partners
California
$53.1K +$53.1K +1,092 New
AF
99
Advisornet Financial
Minnesota
$48.7K -$15.1K -311 -24%
NA
100
NewEdge Advisors
Louisiana
$43.8K +$43.8K +900 New
2 3
4
5 6