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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

47 hedge funds and large institutions have $196M invested in WisdomTree US MidCap Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
28
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
$6.48M
2
Morgan Stanley
Morgan Stanley
New York
$17.3M
3
U
UBS
Switzerland
$11.7M
4
LPL Financial
LPL Financial
California
$18.1M
5
Wells Fargo
Wells Fargo
California
$6.25M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.76M
2
Jane Street
Jane Street
New York
$0
3
Bank of America
Bank of America
North Carolina
$10.7M
4
PTC
Private Trust Company
Ohio
$793K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$618K
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$66.5M +$686K +23,160 +1%
LPL Financial
2
LPL Financial
California
$18.1M +$2.82M +95,265 +18%
Morgan Stanley
3
Morgan Stanley
New York
$17.3M +$5.37M +181,152 +45%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M +$1.72M +58,047 +15%
U
5
UBS
Switzerland
$11.7M +$4.7M +158,640 +67%
Bank of America
6
Bank of America
North Carolina
$10.7M -$1.26M -42,525 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.22M +$1.31M +44,328 +19%
AIG
8
American International Group
New York
$7.89M +$780K +26,337 +11%
GA
9
Gateway Advisory
New Jersey
$6.48M +$6.48M +218,694 New
Wells Fargo
10
Wells Fargo
California
$6.25M +$1.83M +61,755 +41%
BTS
11
BB&T Securities
Virginia
$3.79M +$663K +2,238 +21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.85M +$17.7K +597 +0.6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.76M -$5.62M -189,648 -67%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.3M +$1.25M +42,348 +120%
SB
15
Suntrust Banks
Georgia
$2.28M +$1.61M +54,339 +238%
VC
16
Vicus Capital
Pennsylvania
$1.87M +$51K +1,722 +3%
PI
17
Placemark Investments
Illinois
$1.68M -$5.51K -186 -0.3%
VKH
18
Virtu KCG Holdings
New York
$1.46M +$1.46M +49,293 New
CWM
19
Concert Wealth Management
California
$1.2M -$4.35K -150 -0.4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.12M +$173K +5,847 +18%
CANC
21
Culbertson A N & Co
Virginia
$1.09M +$28K +945 +3%
NFC
22
Northeast Financial Consultants
Connecticut
$1.07M +$1.07M +36,150 New
Citigroup
23
Citigroup
New York
$846K +$33.5K +1,131 +4%
PTC
24
Private Trust Company
Ohio
$793K -$222K -7,500 -22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$618K -$147K -4,968 -19%
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