EZM icon

WisdomTree US MidCap Fund

133 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UB
126
UMB Bank
Missouri
$6.72K +$6.72K +135 New
SWM
127
Spire Wealth Management
Virginia
$6.22K +$6.22K +125 New
BlackRock
128
BlackRock
New York
$4.48K
BWA
129
BDO Wealth Advisors
Florida
$2.24K
CP
130
Castleview Partners
Texas
$2.14K
TCWA
131
Ten Capital Wealth Advisors
Washington
$1.89K
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$1.39K -$7 -137 -0.5%
SWP
133
Stratos Wealth Partners
Ohio
-$18.8M -387,245 Closed
IA
134
IFP Advisors
Florida
-$990K -24,662 Closed
T
135
TNF
Montana
-$353K -6,467 Closed
BRWA
136
B. Riley Wealth Advisors
Florida
-$262K -5,386 Closed
JWCA
137
J.W. Cole Advisors
Florida
-$214K -4,406 Closed
CASC
138
Coppell Advisory Solutions Corp
Texas
-$97.7K -2,010 Closed
CAS
139
Coppell Advisory Solutions
Texas
-$97.7K -2,010 Closed
NA
140
NewEdge Advisors
Louisiana
-$43.8K -900 Closed
RIA
141
Realta Investment Advisors
Delaware
-$34K -700 Closed
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
-$26K -540 Closed
MCC
143
Money Concepts Capital
Florida
-$26.3K -540 Closed
CIAS
144
Capital Investment Advisory Services
North Carolina
-$14.4K -297 Closed
TC
145
Truvestments Capital
Florida
-$13.7K -281 Closed
AssetMark Inc
146
AssetMark Inc
California
-$632 -13 Closed
DWP
147
Destiny Wealth Partners
Florida
-$194 -4 Closed