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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.87M
3
DC
3
Davenport & Co
Virginia
$15.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.5M
5
MG
5
Mather Group
Illinois
$1.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.28M
2
GPWA
2
Great Point Wealth Advisors
Massachusetts
$17.3M
3
LPL Financial
3
LPL Financial
California
$35.2M
4
Truist Financial
4
Truist Financial
North Carolina
$41.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
– -$220K -3,916 Closed
OFG
152
Oxford Financial Group
Indiana
– -$203K -3,600 Closed
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
– -$202K -3,594 Closed
FHA
154
First Horizon Advisors
Tennessee
– -$34K -614 Closed
SCA
155
Snowden Capital Advisors
New York
– -$14K -255 Closed
CWS
156
Confluence Wealth Services
Pennsylvania
– -$11K -200 Closed
3 4 5 6
7