EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

42 hedge funds and large institutions have $170M invested in WisdomTree US MidCap Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
23
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.15M
2
Jane Street
2
Jane Street
New York
$4.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
AIG
5
American International Group
New York
$6.92M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28K
2
Citigroup
2
Citigroup
New York
$791K
3
Deutsche Bank
3
Deutsche Bank
Germany
$34K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$378K
5
WA
5
WFG Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$64.1M 740,649 +1,019 +0.1%
LPL Financial
2
LPL Financial
California
$14.9M 172,241 +7,871 +5%
Bank of America
3
Bank of America
North Carolina
$11.6M 134,147 +40,860 +44%
Morgan Stanley
4
Morgan Stanley
New York
$11.6M 134,025 +40,996 +44%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11M 127,286 +12,067 +10%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$8.15M 94,238 +46,276 +96%
AIG
7
American International Group
New York
$6.92M 80,010 +21,867 +38%
U
8
UBS
Switzerland
$6.85M 79,161 +7,045 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.73M 77,744 +16,841 +28%
Wells Fargo
10
Wells Fargo
California
$4.31M 49,780 +9,677 +24%
Jane Street
11
Jane Street
New York
$4.18M 48,292 +41,443 +605%
BTS
12
BB&T Securities
Virginia
$3.05M 3,523 +500 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.75M 31,830 +4,053 +15%
VC
14
Vicus Capital
Pennsylvania
$1.77M 20,416 +2,104 +11%
PI
15
Placemark Investments
Illinois
$1.64M 18,988 +1,742 +10%
CWM
16
Concert Wealth Management
California
$1.2M 13,849 -75 -0.5%
CANC
17
Culbertson A N & Co
Virginia
$1.03M 11,925 +350 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.02M 11,767 +2,357 +25%
PTC
19
Private Trust Company
Ohio
$988K 11,422 +1,032 +10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$923K 10,668 +2,972 +39%
Citigroup
21
Citigroup
New York
$791K 9,139 -1,749 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$745K 8,610 +2,129 +33%
SB
23
Suntrust Banks
Georgia
$657K 7,612 +7,612 New
Ameriprise
24
Ameriprise
Minnesota
$425K 4,916 +672 +16%
FIM
25
Freedom Investment Management
Connecticut
$401K 4,636 -151 -3%
1
2