EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$8.53M
2
GPWA
Great Point Wealth Advisors
Massachusetts
$11.5M
3
UBS Group
UBS Group
Switzerland
$29.9M
4
Bank of America
Bank of America
North Carolina
$25.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.17M

Top Sellers

1
MCC
Money Concepts Capital
Florida
$828K
2
Truist Financial
Truist Financial
North Carolina
$58.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
5
3LCM
3D/L Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$6K +$5.89K +109 +5,450%
BWA
127
BDO Wealth Advisors
Florida
$5K – – –
JGIA
128
Jackson Grant Investment Advisers
Connecticut
$4K +$4K +81 New
WPA
129
West Paces Advisors
Georgia
$2.04K +$2.04K +40 New
GI
130
Gradient Investments
Minnesota
$2K – – –
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$2K – – –
RCA
132
Ranch Capital Advisors
Florida
$2K – – –
SWM
133
Sugarloaf Wealth Management
Georgia
$42 – – –
Citadel Advisors
134
Citadel Advisors
Florida
– -$1.1M -25,210 Closed
TAM
135
Townsend Asset Management
North Carolina
– -$777K -17,868 Closed
NA
136
NewEdge Advisors
Louisiana
– -$260K -5,977 Closed
BF
137
BOK Financial
Oklahoma
– -$222K -5,116 Closed
RPWA
138
Regent Peak Wealth Advisors
Georgia
– -$31K -710 Closed
HWA
139
HCR Wealth Advisors
California
– -$28K -653 Closed
LFG
140
Larson Financial Group
Missouri
– -$20K -461 Closed
SIAG
141
Safeguard Investment Advisory Group
California
– -$13K -301 Closed
AIP
142
Ameritas Investment Partners
Nebraska
– -$4K -110 Closed
IA
143
Inspire Advisors
Idaho
– -$2K -53 Closed
2 3 4 5
6