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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

139 hedge funds and large institutions have $617M invested in WisdomTree US MidCap Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
17
Increased
48
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.75M
2
AWM
2
AE Wealth Management
Kansas
$4.98M
3
SS
3
Simplicity Solutions
Minnesota
$2.77M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.31M
5
DLIC
5
Daido Life Insurance Company
Japan
$15.5M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.06M
2
RW
2
RVW Wealth
California
$29.6M
3
CWM
3
Capital Wealth Management
Rhode Island
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$15K +$15K +388 New
GEA
127
Glen Eagle Advisors
New Jersey
$12.1K +$12.1K +306 New
JPLA
128
Joseph P. Lucia & Associates
New York
$12K – – –
WP
129
WealthShield Partners
North Carolina
$12K +$12K +306 New
TC
130
Truvestments Capital
Florida
$11K – – –
BC
131
Bartlett & Co
Ohio
$7K – – –
BCWM
132
Bartlett & Co Wealth Management
Ohio
$6.51K – – –
AIP
133
Ameritas Investment Partners
Nebraska
$6K – – –
BlackRock
134
BlackRock
New York
$4K – – –
BWA
135
BDO Wealth Advisors
Florida
$4K – – –
AF
136
Allworth Financial
California
$3K – – –
GI
137
Gradient Investments
Minnesota
$2K – – –
ASN
138
Advisory Services Network
Georgia
$2K – – –
RCG
139
Ruggie Capital Group
Florida
$1K +$1K +20 New
CWM
140
Capital Wealth Management
Rhode Island
– -$2.9M -72,534 Closed
Bank of New York Mellon
141
Bank of New York Mellon
New York
– -$1.76M -44,068 Closed
AEPG
142
American Economic Planning Group
New Jersey
– -$1.13M -28,205 Closed
SMFS
143
Squar Milner Financial Services
California
– -$1.02M -25,425 Closed
FAIM
144
Financial Advocates Investment Management
Washington
– -$416K -10,400 Closed
Mariner
145
Mariner
Kansas
– -$228K -5,712 Closed
Fisher Asset Management
146
Fisher Asset Management
Washington
– -$207K -5,181 Closed
CIAS
147
Capital Investment Advisory Services
North Carolina
– -$10K -249 Closed
BCI
148
Brinker Capital Investments
Pennsylvania
– -$9K -234 Closed
AWMS
149
Advocacy Wealth Management Services
Georgia
– -$8K -200 Closed
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