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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.6M
2
SPIA
2
Steward Partners Investment Advisory
New York
$6.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.3M
4
DC
4
Davenport & Co
Virginia
$28.8M
5
CA
5
Cetera Advisors
Colorado
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$9.45M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.8M
4
Bank of America
4
Bank of America
North Carolina
$36.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$39.2K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$38.6K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$35K – – –
IGWM
129
ICA Group Wealth Management
Colorado
$33.9K – – –
OC
130
Oakworth Capital
Alabama
$33.8K – – –
CFD
131
Creative Financial Designs
Indiana
$33.4K – – –
SIS
132
Sound Income Strategies
Florida
$33.3K – – –
NIC
133
Northwest Investment Counselors
Oregon
$32.6K +$32.6K +535 New
NCM
134
Northwest Capital Management
Oregon
$31.1K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
CA
136
Continuum Advisory
Idaho
$27.1K +$27.1K +455 New
TCOV
137
Trust Company of Vermont
Vermont
$24.4K – – –
GWSG
138
GPS Wealth Strategies Group
Colorado
$24K -$3.48K -57 -13%
HI
139
Harbour Investments
Wisconsin
$20K +$61 +1 +0.3%
GEA
140
Glen Eagle Advisors
New Jersey
$18.7K – – –
NS
141
NBC Securities
Alabama
$17K – – –
CTA
142
Colonial Trust Advisors
South Carolina
$13.7K – – –
RFA
143
Register Financial Advisors
Georgia
$12.2K +$12.2K +200 New
EWM
144
EPG Wealth Management
Georgia
$10.6K +$3.72K +61 +54%
RWM
145
Ruedi Wealth Management
Illinois
$9.7K +$9.7K +159 New
SWM
146
Spire Wealth Management
Virginia
$7.63K – – –
TAM
147
Tucker Asset Management
Colorado
$6.94K +$61 +1 +0.9%
BlackRock
148
BlackRock
New York
$5.49K – – –
AEPWM
149
Atlantic Edge Private Wealth Management
Florida
$2.75K – – –
CP
150
Castleview Partners
Texas
$2.62K – – –
3 4 5
6
7