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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.67M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$4.37M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$38.1M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$9.7M
5
Wells Fargo
5
Wells Fargo
California
$6.88M

Top Sellers

1
PA
1
PSI Advisors
Florida
$415K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$55.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.5M -$1.93M -39,752 -3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$38.1M +$3.52M +72,430 +10%
UBS Group
3
UBS Group
Switzerland
$33.6M -$21K -432 -0.1%
Truist Financial
4
Truist Financial
North Carolina
$32.5M -$59.8K -1,229 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$23.1M +$52.3K +1,075 +0.2%
3LCM
6
3D/L Capital Management
Connecticut
$22.3M +$373K +7,673 +2%
SWP
7
Stratos Wealth Partners
Ohio
$18.8M +$55K +1,132 +0.3%
DC
8
Davenport & Co
Virginia
$17.1M +$1.07M +21,949 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.5M -$412K -8,468 -4%
GPWA
10
Great Point Wealth Advisors
Massachusetts
$10M -$1.17M -24,162 -10%
HighTower Advisors
11
HighTower Advisors
Illinois
$9.7M +$1.66M +34,162 +21%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$9.67M +$9.67M +198,893 New
IC
13
IEQ Capital
California
$9.23M – – –
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$8.49M +$466K +9,585 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.06M +$288K +5,927 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.79M +$244K +5,023 +3%
CCA
17
Clearwater Capital Advisors
Illinois
$7.55M +$86.2K +1,772 +1%
Wells Fargo
18
Wells Fargo
California
$6.88M +$1.1M +22,684 +19%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.09M +$177K +3,643 +3%
CA
20
Cetera Advisors
Colorado
$6.01M +$15.2K +312 +0.3%
CPC
21
Consolidated Planning Corp
Georgia
$5.47M +$59.5K +1,224 +1%
CTC
22
Central Trust Company
Missouri
$5.14M +$211K +4,332 +4%
LPL Financial
23
LPL Financial
California
$5.07M +$224K +4,598 +5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.37M +$4.37M +89,897 New
Osaic Holdings
25
Osaic Holdings
Arizona
$4.12M -$278K -5,712 -6%
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