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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

34 hedge funds and large institutions have $101M invested in WisdomTree US MidCap Fund in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$46.2M
2
LPL Financial
2
LPL Financial
California
$11.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.57M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.78M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.67M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$46.2M 641,818 +641,818 New
LPL Financial
2
LPL Financial
California
$11.5M 159,459 +159,459 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.57M 105,236 +105,236 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.78M 94,202 +94,202 New
Morgan Stanley
5
Morgan Stanley
New York
$5.67M 78,805 +78,805 New
U
6
UBS
Switzerland
$5.57M 77,359 +77,359 New
Bank of America
7
Bank of America
North Carolina
$4.05M 56,291 +56,291 New
Wells Fargo
8
Wells Fargo
California
$2.91M 40,372 +40,372 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.55M 21,478 +21,478 New
VC
10
Vicus Capital
Pennsylvania
$1.41M 19,538 +19,538 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.09M 15,187 +15,187 New
CWM
12
Concert Wealth Management
California
$1.01M 13,969 +13,969 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$895K 12,429 +12,429 New
PTC
14
Private Trust Company
Ohio
$782K 10,864 +10,864 New
CANC
15
Culbertson A N & Co
Virginia
$763K 10,600 +10,600 New
PI
16
Placemark Investments
Illinois
$481K 6,677 +6,677 New
Citigroup
17
Citigroup
New York
$444K 6,164 +6,164 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$414K 5,758 +5,758 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$388K 5,393 +5,393 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$385K 5,346 +5,346 New
FIM
21
Freedom Investment Management
Connecticut
$341K 4,744 +4,744 New
SCM
22
Sterneck Capital Management
Missouri
$281K 3,900 +3,900 New
Ameriprise
23
Ameriprise
Minnesota
$274K 3,809 +3,809 New
DG
24
Davidson & Garrard
Virginia
$242K 3,360 +3,360 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$52K 725 +725 New
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