EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
7
Increased
53
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$18.8M
2
HWA
2
HCR Wealth Advisors
California
$14.1M
3
PAG
3
Private Advisor Group
New Jersey
$3.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.5M
5
AW
5
ACG Wealth
Georgia
$2.83M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.49K
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HT
4
Hefren-Tillotson
Pennsylvania
$7.66M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBL
101
Sargent Bickham Lagudis
Colorado
$67K 1,608 – –
William Blair & Company
102
William Blair & Company
Illinois
$65K 1,563 – –
IP
103
Intellectus Partners
California
$47K 1,134 – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$47K 1,130 +380 +51%
TC
105
Truvestments Capital
Florida
$26K 628 +628 New
TL
106
TrueWealth LLC
Georgia
$25K 598 – –
JA
107
JOYN Advisors
Georgia
$19K 450 – –
PCA
108
Providence Capital Advisors
North Carolina
$16K 375 – –
CAC
109
Certified Advisory Corp
Florida
$8K 186 +186 New
AF
110
Advisornet Financial
Minnesota
$7K 161 -193 -55%
BC
111
Bartlett & Co
Ohio
$7K 165 – –
BCWM
112
Bartlett & Co Wealth Management
Ohio
$6.82K 165 – –
CFA
113
Carroll Financial Associates
North Carolina
$6K 165 – –
AIP
114
Ameritas Investment Partners
Nebraska
$6K 154 +1 +0.7%
BlackRock
115
BlackRock
New York
$5K 124 – –
BWA
116
BDO Wealth Advisors
Florida
$4K 90 – –
CF
117
Centaurus Financial
California
$2.49K 60 -56,715 -100%
WP
118
WealthShield Partners
North Carolina
$2K 38 – –
GI
119
Gradient Investments
Minnesota
$2K 48 – –
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– – -36,134 Closed
SEI Investments
121
SEI Investments
Pennsylvania
– – -23,896 Closed
LNC
122
Lincoln National Corp
Pennsylvania
– – -8,789 Closed
FB
123
Fulton Bank
Pennsylvania
– – -7,380 Closed
TSS
124
Two Sigma Securities
New York
– – -7,281 Closed
CAG
125
Crestwood Advisors Group
Massachusetts
– – -5,577 Closed
2 3 4
5
6