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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

75 hedge funds and large institutions have $279M invested in WisdomTree US MidCap Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
4
Increased
19
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$9.98M
2
SB
2
Suntrust Banks
Georgia
$25.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.26M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.43M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$18M
2
GA
2
Gateway Advisory
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.7M
4
LPL Financial
4
LPL Financial
California
$9.99M
5
UBS Group
5
UBS Group
Switzerland
$29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.9M 609,729 +11,884 +2%
UBS Group
2
UBS Group
Switzerland
$29M 321,390 -43,153 -12%
SB
3
Suntrust Banks
Georgia
$25.9M 287,840 +19,408 +7%
Bank of America
4
Bank of America
North Carolina
$25.5M 282,552 -36,127 -11%
3AM
5
3D Asset Management
Connecticut
$18M 200,294 -121,134 -38%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$11.2M 123,820 -3,537 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M 118,935 -81,622 -41%
LPL Financial
8
LPL Financial
California
$9.99M 113,207 -70,055 -38%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$9.98M 110,686 +92,355 +504%
NFC
10
Northeast Financial Consultants
Connecticut
$8.02M 89,032 -4,250 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.89M 87,513 -8,817 -9%
Wells Fargo
12
Wells Fargo
California
$6.13M 68,018 -3,386 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.58M 61,977 +5,745 +10%
Goldman Sachs
14
Goldman Sachs
New York
$5.16M 57,314 -419 -0.7%
VC
15
Vicus Capital
Pennsylvania
$4.1M 45,514 +5,540 +14%
TA
16
TMD & Associates
Arizona
$4M 44,428 -11,874 -21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.59M 39,871 -4,458 -10%
AIG
18
American International Group
New York
$3.38M 37,518 -2,548 -6%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$2.68M 29,788 -1,142 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.44M 27,023 -4,683 -15%
MFS
21
MSI Financial Services
Massachusetts
$2.42M 26,828 +2,820 +12%
AIM
22
Advantage Investment Management
Iowa
$2.38M 26,406 +1,237 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.26M 25,074 +10,161 +68%
Citadel Advisors
24
Citadel Advisors
Florida
$1.68M 18,591 -30,030 -62%
HT
25
Hefren-Tillotson
Pennsylvania
$1.63M 18,138 -6,530 -26%
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