WisdomTree US MidCap Fund
EZM
EZM
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 |
1
LPL Financial
San Diego,
California
|
$50.3M |
| 2 |
2
Bank of New York Mellon
New York
|
$2.85M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$9.59M |
| 4 |
DC
4
Davenport & Co
Richmond,
Virginia
|
$34.3M |
| 5 |
5
Morgan Stanley
New York
|
$31.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWA
151
Kingswood Wealth Advisors
San Diego,
California
| – | -$207K | -3,323 | Closed |
|
|
BMD
152
Better Money Decisions
Santa Fe,
New Mexico
| – | -$201K | -3,231 | Closed |
|
|
NB
153
NBT Bank
Norwich,
New York
| – | -$65.9K | -1,288 | Closed |
|
|
CPA
154
Clear Point Advisors
Melville,
New York
| – | -$41K | -657 | Closed |
|
155
Citigroup
New York
| – | -$40.1K | -643 | Closed |
|
|
NS
156
NBC Securities
Birmingham,
Alabama
| – | -$18K | -289 | Closed |
|