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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$9.67M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.37M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$38.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.7M
5
Wells Fargo
Wells Fargo
California
$6.88M

Top Sellers

1
PA
PSI Advisors
Florida
$415K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$55.5M
5
GPWA
Great Point Wealth Advisors
Massachusetts
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$37.2K – – –
SWM
102
Sugarloaf Wealth Management
Georgia
$36.5K – – –
TFS
103
TrustCore Financial Services
Tennessee
$35.3K – – –
RIA
104
Realta Investment Advisors
Delaware
$34K – – –
EWM
105
EPG Wealth Management
Georgia
$31.1K – – –
NFSG
106
Newbridge Financial Services Group
Florida
$30.7K +$30.7K +632 New
BFEC
107
Benjamin F. Edwards & Company
Missouri
$28K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$27.8K -$3.65K -75 -12%
IGWM
109
ICA Group Wealth Management
Colorado
$27K +$27K +555 New
OC
110
Oakworth Capital
Alabama
$26.9K – – –
CFD
111
Creative Financial Designs
Indiana
$26.6K – – –
MCC
112
Money Concepts Capital
Florida
$26.3K +$26.3K +540 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$26K – – –
NIC
114
Northwest Investment Counselors
Oregon
$25.6K +$97 +2 +0.4%
RG
115
Retirement Group
California
$23K -$811 -17 -3%
FHA
116
First Horizon Advisors
Tennessee
$20.6K +$97 +2 +0.5%
HI
117
Harbour Investments
Wisconsin
$15.8K – – –
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
GEA
119
Glen Eagle Advisors
New Jersey
$14.9K – – –
CIAS
120
Capital Investment Advisory Services
North Carolina
$14.4K +$14.4K +297 New
TC
121
Truvestments Capital
Florida
$13.7K +$13.7K +281 New
CTA
122
Colonial Trust Advisors
South Carolina
$10.9K +$10.9K +225 New
RFA
123
Register Financial Advisors
Georgia
$9.72K +$9.72K +200 New
TFP
124
Tilia Fiduciary Partners
North Carolina
$7.39K +$49 +1 +0.7%
BlackRock
125
BlackRock
New York
$4.38K +$4.38K +90 New
2 3 4
5
6