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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-12
Holders Change %
-8.11%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
43
Reduced
43
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29.6M
3
MG
3
Mather Group
Illinois
$3.22M
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
Wells Fargo
5
Wells Fargo
California
$7.13M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$11.2M
4
Truist Financial
4
Truist Financial
North Carolina
$32.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$6K – – –
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$5K -$96.1K -2,056 -95%
TCWM
128
Total Clarity Wealth Management
Illinois
$5K +$5K +111 New
JGIA
129
Jackson Grant Investment Advisers
Connecticut
$4K – – –
LPP
130
Life Planning Partners
Florida
$4K – – –
CP
131
Castleview Partners
Texas
$3.25K +$562 +9 +21%
BWA
132
BDO Wealth Advisors
Florida
$2K -$2K -45 -50%
SCA
133
Stonebridge Capital Advisors
Minnesota
$2K +$1.36K +36 +212%
TCWA
134
Ten Capital Wealth Advisors
Washington
$2K +$2K +38 New
IFAM
135
Institutional & Family Asset Management
Colorado
– -$1.06M -19,346 Closed
BFS
136
Bradley Foster & Sargent
Connecticut
– -$943K -17,240 Closed
AWS
137
Atria Wealth Solutions
New York
– -$599K -10,959 Closed
RF
138
Resolute Financial
Massachusetts
– -$557K -10,182 Closed
VWA
139
V Wealth Advisors
Kansas
– -$270K -4,942 Closed
SOS
140
Silver Oak Securities
Tennessee
– -$240K -4,501 Closed
NGA
141
Naples Global Advisors
Florida
– -$243K -4,444 Closed
KWM
142
Kingsview Wealth Management
Oregon
– -$241K -4,408 Closed
HIS
143
Harvest Investment Services
Illinois
– -$237K -4,345 Closed
HWM
144
Howard Wealth Management
Connecticut
– -$233K -4,270 Closed
AWA
145
Arete Wealth Advisors
Illinois
– -$223K -4,071 Closed
SF
146
SBK Financial
Virginia
– -$218K -3,990 Closed
DIA
147
Dana Investment Advisors
Wisconsin
– -$205K -3,742 Closed
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
– -$167K -3,057 Closed
CF
149
Centaurus Financial
California
– -$138K -2,524 Closed
CT
150
Cambridge Trust
Massachusetts
– -$51K -930 Closed
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