EZM icon

WisdomTree US MidCap Fund

125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
30
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FHA
101
First Horizon Advisors
Tennessee
$34K 797 +6 +0.8%
TFS
102
TrustCore Financial Services
Tennessee
$32K 725 +495 +215%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$31K 711 -81 -10%
RPWA
104
Regent Peak Wealth Advisors
Georgia
$31K 710 +710 New
HWA
105
HCR Wealth Advisors
California
$28K 653 -100 -13%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$26K 591 +526 +809%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$25K 575
3LCM
108
3D/L Capital Management
Connecticut
$25K 585,786 +585,786 New
CFD
109
Creative Financial Designs
Indiana
$24K 547
RG
110
Retirement Group
California
$22K 512 +3 +0.6%
COCM
111
Charter Oak Capital Management
New Hampshire
$21K 472 +472 New
SFS
112
Sowell Financial Services
Arkansas
$20K 450
LFG
113
Larson Financial Group
Missouri
$20K 461 +461 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$14K 323
GEA
115
Glen Eagle Advisors
New Jersey
$13.3K 306
SIAG
116
Safeguard Investment Advisory Group
California
$13K 301 +301 New
US Bancorp
117
US Bancorp
Minnesota
$7K 168 -1,620 -91%
JPLA
118
Joseph P. Lucia & Associates
New York
$7K 150 +150 New
AIP
119
Ameritas Investment Partners
Nebraska
$4K 110 -49 -31%
BWA
120
BDO Wealth Advisors
Florida
$4K 90
GI
121
Gradient Investments
Minnesota
$2K 48
RCA
122
Ranch Capital Advisors
Florida
$2K 58
IA
123
Inspire Advisors
Idaho
$2K 53 +53 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$1K 40 +40 New
HighTower Advisors
125
HighTower Advisors
Illinois
-172,226 Closed