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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

143 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
41
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$5.47M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.21M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
MG
3
Mather Group
Illinois
$1.56M
4
Truist Financial
4
Truist Financial
North Carolina
$29.8M
5
FIM
5
Freedom Investment Management
Connecticut
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
151
New Republic Capital
North Carolina
– -$12.2K -211 Closed
TWP
152
Triad Wealth Partners
Kansas
– -$12.2K -211 Closed
SWM
153
Spire Wealth Management
Virginia
– -$7.22K -125 Closed
TSWM
154
Tyler-Stone Wealth Management
Ohio
– -$5.78K -100 Closed
MFT
155
Moisand Fitzgerald Tamayo
Florida
– -$4.91K -85 Closed
CP
156
Castleview Partners
Texas
– -$2.49K -43 Closed
AssetMark Inc
157
AssetMark Inc
California
– -$58 -1 Closed
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