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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$86.8M
2
CFA
2
Carroll Financial Associates
North Carolina
$8.36M
3
PAG
3
Private Advisor Group
New Jersey
$10.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.8M
5
OWM
5
Orgel Wealth Management
Wisconsin
$6.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
101
Buckingham Strategic Wealth
Missouri
$314K +$842 +20 +0.3%
SPIA
102
Steward Partners Investment Advisory
New York
$303K +$87.9K +2,095 +41%
EW
103
Element Wealth
Mississippi
$303K +$303K +7,200 New
MFW
104
Meristem Family Wealth
Minnesota
$294K – – –
SMFS
105
Squar Milner Financial Services
California
$289K +$289K +6,884 New
PWAP
106
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$286K – – –
SF
107
Synovus Financial
Georgia
$285K +$69.4K +1,644 +32%
WMA
108
Wealth Management Associates
New Jersey
$268K -$7.07K -168 -3%
JWCA
109
J.W. Cole Advisors
Florida
$258K +$258K +6,126 New
AC
110
Avestar Capital
New York
$251K -$2.83M -67,537 -92%
TFS
111
Thoroughbred Financial Services
Tennessee
$238K – – –
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$227K +$1.81K +43 +0.8%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$223K +$12.9K +309 +6%
RJT
114
Raymond James Trust
Florida
$218K +$218K +5,170 New
BF
115
BOK Financial
Oklahoma
$215K – – –
CWM
116
Cornerstone Wealth Management
Missouri
$214K +$214K +5,077 New
DIA
117
Dana Investment Advisors
Wisconsin
$203K +$203K +4,826 New
BFPW
118
BOK Financial Private Wealth
Colorado
$203K +$203K +4,827 New
US Bancorp
119
US Bancorp
Minnesota
$200K – – –
IA
120
IFP Advisors
Florida
$181K -$6.75K -159 -4%
VCP
121
Verus Capital Partners
Arizona
$173K +$173K +4,122 New
VFA
122
Valeo Financial Advisors
Indiana
$158K +$674 +16 +0.4%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$2.27K -54 -1%
BB
124
Busey Bank
Illinois
$114K +$114K +2,714 New
MA
125
MUFG Americas
New York
$105K – – –
3 4
5
6 7