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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

145 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.85M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.59M
4
DC
4
Davenport & Co
Virginia
$34.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.7M
2
UBS Group
2
UBS Group
Switzerland
$50.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$28M
5
Jane Street
5
Jane Street
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
126
Newbridge Financial Services Group
Florida
$39.5K – – –
GRP
127
Global Retirement Partners
California
$37.1K -$98.4K -1,574 -73%
OC
128
Oakworth Capital
Alabama
$34.6K – – –
CFD
129
Creative Financial Designs
Indiana
$34.2K – – –
NCM
130
Northwest Capital Management
Oregon
$31.9K – – –
CA
131
Continuum Advisory
Idaho
$28.4K – – –
AWM
132
AE Wealth Management
Kansas
$26.7K +$26.7K +427 New
AF
133
Allworth Financial
California
$25.6K +$25.6K +394 New
TCOV
134
Trust Company of Vermont
Vermont
$25K – – –
GWSG
135
GPS Wealth Strategies Group
Colorado
$21.7K – – –
HI
136
Harbour Investments
Wisconsin
$20.7K +$125 +2 +0.6%
BA
137
Bristlecone Advisors
Washington
$20.6K – – –
GEA
138
Glen Eagle Advisors
New Jersey
$19.1K – – –
Jones Financial Companies
139
Jones Financial Companies
Missouri
$16.1K +$16.1K +257 New
EWM
140
EPG Wealth Management
Georgia
$10.6K – – –
RWM
141
Ruedi Wealth Management
Illinois
$9.94K – – –
TAM
142
Tucker Asset Management
Colorado
$7.18K – – –
BlackRock
143
BlackRock
New York
$5.63K – – –
AEPWM
144
Atlantic Edge Private Wealth Management
Florida
$2.81K – – –
SAM
145
Smartleaf Asset Management
Massachusetts
$559 -$2.11K -34 -79%
Citadel Advisors
146
Citadel Advisors
Florida
– -$2.21M -35,413 Closed
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
– -$1.29M -20,849 Closed
HWP
148
Hibernia Wealth Partners
Louisiana
– -$691K -11,078 Closed
BWA
149
BlueChip Wealth Advisors
Georgia
– -$273K -4,387 Closed
CPIG
150
Chicago Partners Investment Group
Illinois
– -$248K -3,996 Closed
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