EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

133 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$5.11M
2
LW
2
Lauer Wealth
Indiana
$4.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
FWTB
4
First Western Trust Bank
Colorado
$3.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.61M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$22.1M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$328K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.22M
5
Bank of America
5
Bank of America
North Carolina
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.3M 1,071,406 -70,926 -6%
UBS Group
2
UBS Group
Switzerland
$34.9M 701,295 +10,132 +1%
Truist Financial
3
Truist Financial
North Carolina
$32.4M 650,760 -17,227 -3%
Morgan Stanley
4
Morgan Stanley
New York
$27.6M 555,276 +80,078 +17%
3LCM
5
3D/L Capital Management
Connecticut
$22.1M 444,099 -14,874 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.1M 443,464 -340,963 -43%
DC
7
Davenport & Co
Virginia
$18.7M 375,317 +24,336 +7%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$10.5M 210,457 +11,564 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.2M 205,591 -9,770 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.96M 200,250 +813 +0.4%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$9.66M 194,199 -11,872 -6%
IC
12
IEQ Capital
California
$9.45M 189,928 – –
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$8.28M 166,394 -8,251 -5%
CCA
14
Clearwater Capital Advisors
Illinois
$7.37M 148,225 -7,063 -5%
Wells Fargo
15
Wells Fargo
California
$6.79M 136,423 -5,101 -4%
CA
16
Cetera Advisors
Colorado
$6.1M 122,556 -981 -0.8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.03M 121,219 -44,545 -27%
LPL Financial
18
LPL Financial
California
$6.02M 120,934 +16,756 +16%
CPC
19
Consolidated Planning Corp
Georgia
$5.52M 110,889 -1,553 -1%
KAS
20
Kestra Advisory Services
Texas
$5.11M 102,654 +93,086 +973%
CTC
21
Central Trust Company
Missouri
$4.74M 95,297 -10,346 -10%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.66M 93,646 +51,230 +121%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$4.22M 84,927 -4,970 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.22M 84,899 -75,299 -47%
LW
25
Lauer Wealth
Indiana
$4.14M 83,829 +83,829 New
1
2 3 4 5