EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

92 hedge funds and large institutions have $350M invested in WisdomTree US MidCap Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
41
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Suntrust Banks
Georgia
$54.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.6M
3
Morgan Stanley
Morgan Stanley
New York
$71M
4
MML Investors Services
MML Investors Services
Massachusetts
$3.44M
5
Wells Fargo
Wells Fargo
California
$18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$35.7M
2
Bank of America
Bank of America
North Carolina
$22.8M
3
FANJ
Financial Architects (New Jersey)
New Jersey
$4.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.54M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71M +$4.37M +122,120 +7%
SB
2
Suntrust Banks
Georgia
$54.1M +$12.8M +357,160 +31%
UBS Group
3
UBS Group
Switzerland
$35.7M -$4.04M -112,934 -10%
Bank of America
4
Bank of America
North Carolina
$22.8M -$2.56M -71,543 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.6M +$5.68M +158,745 +44%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$18.2M +$400K +11,173 +2%
Wells Fargo
7
Wells Fargo
California
$18M +$1.1M +30,613 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.8M +$24.6K +688 +0.2%
TA
9
TMD & Associates
Arizona
$9.76M -$301K -8,418 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.84M +$703K +19,628 +9%
3AM
11
3D Asset Management
Connecticut
$5.46M -$188K -5,257 -3%
HT
12
Hefren-Tillotson
Pennsylvania
$5M +$385K +10,757 +8%
LPL Financial
13
LPL Financial
California
$4.77M -$673K -18,811 -12%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$4.38M -$1.92M -53,675 -31%
NFC
15
Northeast Financial Consultants
Connecticut
$3.61M -$118K -3,300 -3%
MWM
16
Marietta Wealth Management
Georgia
$3.55M +$167K +4,659 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.45M -$104K -2,903 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.44M +$3.44M +96,126 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.38M +$792K +22,115 +31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.7M -$302K -8,447 -10%
FHA
21
Flagship Harbor Advisors
Massachusetts
$2.48M +$96.6K +2,707 +4%
CCA
22
Clearwater Capital Advisors
Illinois
$2.25M +$107K +2,987 +5%
AG
23
Advisor Group
Arizona
$2.06M -$1.04K -29 -0.1%
CFD
24
Creative Financial Designs
Indiana
$2.06M -$29K -811 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.02M -$877K -24,478 -30%
1
2 3 4