EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

145 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.85M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.59M
4
DC
4
Davenport & Co
Virginia
$34.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.7M
2
UBS Group
2
UBS Group
Switzerland
$50.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$28M
5
Jane Street
5
Jane Street
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Centric Wealth Management
Illinois
$453K +$1.38K +22 +0.3%
CFO
77
CVA Family Office
Colorado
$452K +$63 +1 +0%
CAM
78
Cresset Asset Management
Illinois
$436K -$436K -6,975 -50%
BPA
79
Beacon Pointe Advisors
California
$433K +$31.3K +500 +8%
IRC
80
Investors Research Corp
Georgia
$427K -$8.81K -141 -2%
MML Investors Services
81
MML Investors Services
Massachusetts
$397K -$2.13K -34 -0.5%
UIM
82
Unified Investment Management
Georgia
$395K +$395K +6,318 New
UL
83
Unionview LLC
Washington
$393K +$1.31K +21 +0.3%
FI
84
Financial Insights
Washington
$382K -$51.6K -825 -12%
SAM
85
S.A. Mason
Michigan
$380K -$62.5K -1,000 -14%
VC
86
Vicus Capital
Pennsylvania
$375K -$46.9K -750 -11%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$366K +$30.9K +494 +9%
NA
88
Note Advisors
New York
$357K +$357K +5,718 New
William Blair & Company
89
William Blair & Company
Illinois
$334K +$287K +4,585 +599%
KWM
90
Kingsview Wealth Management
Oregon
$316K – – –
CWM
91
Cornerstone Wealth Management
Missouri
$293K -$12.1K -194 -4%
CM
92
Capital Management
Virginia
$287K +$12.7K +203 +5%
EWA
93
Exencial Wealth Advisors
Oklahoma
$286K – – –
HWM
94
Howard Wealth Management
Connecticut
$278K – – –
MCWS
95
McKinley Carter Wealth Services
West Virginia
$273K – – –
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$262K – – –
SG
97
Stanich Group
New York
$257K +$257K +4,118 New
Jane Street
98
Jane Street
New York
$254K -$1.36M -21,687 -84%
Mariner
99
Mariner
Kansas
$237K -$625 -10 -0.3%
TKP
100
Tallon Kerry Patrick
$233K +$233K +3,750 New
2 3
4
5 6