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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
SF
2
Synovus Financial
Georgia
$3.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
Bank of America
4
Bank of America
North Carolina
$41.2M
5
Truist Financial
5
Truist Financial
North Carolina
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NIC
151
Northwest Investment Counselors
Oregon
– – -531 Closed
UB
152
UMB Bank
Missouri
– – -255 Closed
WWP
153
WR Wealth Planners
Missouri
– – -225 Closed
RFA
154
Register Financial Advisors
Georgia
– – -200 Closed
AF
155
Advisornet Financial
Minnesota
– – -95 Closed
CFGS
156
Concourse Financial Group Securities
Alabama
– – – –
3 4 5 6
7