EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$4.61M
2
LFG
2
LifePlan Financial Group
Ohio
$4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.7M
4
CF
4
Copperwynd Financial
Arizona
$2.31M
5
Jane Street
5
Jane Street
New York
$2.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.9M
2
BFG
2
Barber Financial Group
Kansas
$2.63M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Advantage Investment Management
Iowa
$26K – – –
PCA
102
Providence Capital Advisors
North Carolina
$15K – – –
MOS
103
MGO One Seven
Ohio
$15K – – –
1IA
104
1834 Investment Advisors
Wisconsin
$12K – – –
VCM
105
Virtue Capital Management
Tennessee
$7K -$3.93K -105 -36%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$6.38K +$6.38K +165 New
BC
107
Bartlett & Co
Ohio
$6K – – –
CFA
108
Carroll Financial Associates
North Carolina
$6K +$6K +165 New
BlackRock
109
BlackRock
New York
$5K – – –
AIP
110
Ameritas Investment Partners
Nebraska
$5K – – –
BWA
111
BDO Wealth Advisors
Florida
$3K – – –
GI
112
Gradient Investments
Minnesota
$2K – – –
TCOV
113
Trust Company of Vermont
Vermont
$2K – – –
WP
114
WealthShield Partners
North Carolina
$1K -$1.29K -49 -56%
FIM
115
Freedom Investment Management
Connecticut
– -$582K -14,657 Closed
IFWM
116
Institute for Wealth Management
Colorado
– -$573K -14,372 Closed
AW
117
ACG Wealth
Georgia
– -$478K -12,050 Closed
SI
118
SII Investments
Wisconsin
– -$308K -7,723 Closed
JIC
119
Joel Isaacson & Co
New York
– -$238K -6,000 Closed
LC
120
Landaas & Company
Wisconsin
– -$204K -5,136 Closed
EWM
121
Evercore Wealth Management
New York
– -$106K -2,661 Closed
FAAS
122
First Allied Advisory Services
California
– -$25K -624 Closed
KF
123
Krilogy Financial
Missouri
– -$14K -341 Closed
WAP
124
Wealthcare Advisory Partners
Pennsylvania
– -$12K -304 Closed
PGWM
125
Parisi Gray Wealth Management
New Jersey
– -$12K -298 Closed
2 3 4
5
6