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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.1M
2
WA
2
Win Advisors
Florida
$11.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.23M
4
SF
4
Synovus Financial
Georgia
$6.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.4M
2
Truist Financial
2
Truist Financial
North Carolina
$28.6M
3
CWA
3
CM Wealth Advisors
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M
5
3LCM
5
3D/L Capital Management
Connecticut
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$12.9K 255 – –
WWP
127
WR Wealth Planners
Missouri
$11.4K 225 – –
CTA
128
Colonial Trust Advisors
South Carolina
$11.4K 225 – –
RFA
129
Register Financial Advisors
Georgia
$10.1K 200 – –
SWM
130
Spire Wealth Management
Virginia
$6.34K 125 – –
TAM
131
Tucker Asset Management
Colorado
$5.74K 113 +113 New
EWM
132
EPG Wealth Management
Georgia
$5.63K 111 -6 -5%
AF
133
Advisornet Financial
Minnesota
$4.82K 95 -25 -21%
BlackRock
134
BlackRock
New York
$4.57K 90 – –
CP
135
Castleview Partners
Texas
$2.18K 43 – –
DWMG
136
DB Wealth Management Group
California
$355 7 +7 New
CWA
137
CM Wealth Advisors
Ohio
– – -34,771 Closed
RVPG
138
Relative Value Partners Group
– – -27,243 Closed
IA
139
Insight Advisors
Pennsylvania
– – -4,919 Closed
AWA
140
Arete Wealth Advisors
Illinois
– – -3,875 Closed
BAM
141
Bosun Asset Management
Illinois
– – -3,000 Closed
WT
142
Whittier Trust
California
– – -3,000 Closed
IGWM
143
ICA Group Wealth Management
Colorado
– – -555 Closed
FHA
144
First Horizon Advisors
Tennessee
– – -425 Closed
TFP
145
Tilia Fiduciary Partners
North Carolina
– – -153 Closed
AssetMark Inc
146
AssetMark Inc
California
– – -49 Closed
TRCT
147
Tower Research Capital (TRC)
New York
– – -6 Closed
CFGS
148
Concourse Financial Group Securities
Alabama
– – – –
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