EZM icon

WisdomTree US MidCap Fund

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$149K 3,719 +12 +0.3%
IRC
102
Investors Research Corp
Georgia
$148K 3,697 +3,697 New
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$119K 2,977 +100 +3%
MA
104
MUFG Americas
New York
$100K 2,500
EIP
105
Ellis Investment Partners
Pennsylvania
$92K 2,317 +2,317 New
William Blair & Company
106
William Blair & Company
Illinois
$86K 2,152 -170 -7%
CAL
107
Capital Advisors Ltd
Ohio
$72K 1,792
VCM
108
Vigilant Capital Management
Maine
$71K 1,772
SBL
109
Sargent Bickham Lagudis
Colorado
$64K 1,608
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$54K 1,350 -300 -18%
SPIA
111
Steward Partners Investment Advisory
New York
$52K 1,300 +1,300 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$50K 1,239 -407 -25%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$45K 1,130
SF
114
Synovus Financial
Georgia
$24K 605 +605 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$23K 575 +575 New
APA
116
American Portfolios Advisors
New York
$20.2K 506
TL
117
TrueWealth LLC
Georgia
$20K 508 -90 -15%
PCA
118
Providence Capital Advisors
North Carolina
$15K 375
Fidelity Investments
119
Fidelity Investments
Massachusetts
$15K 388 +1 +0.3%
JPLA
120
Joseph P. Lucia & Associates
New York
$12K 300 -11,904 -98%
TC
121
Truvestments Capital
Florida
$11K 283 -148 -34%
CIAS
122
Capital Investment Advisory Services
North Carolina
$10K 249 +249 New
BCI
123
Brinker Capital Investments
Pennsylvania
$9K 234 +234 New
AWMS
124
Advocacy Wealth Management Services
Georgia
$8K 200 +200 New
BC
125
Bartlett & Co
Ohio
$7K 165