EZM icon

WisdomTree US MidCap Fund
EZM

Overview Fund Activity

136 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$6.69M
2
UBS Group
2
UBS Group
Switzerland
$39.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.06M
4
CWA
4
CM Wealth Advisors
Ohio
$1.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$342K
3
Morgan Stanley
3
Morgan Stanley
New York
$25.7M
4
CTC
4
Central Trust Company
Missouri
$1.76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$432K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$44.8M 846,572 -224,834 -21%
UBS Group
2
UBS Group
Switzerland
$39.5M 745,439 +44,144 +6%
Truist Financial
3
Truist Financial
North Carolina
$33.2M 627,206 -23,554 -4%
Morgan Stanley
4
Morgan Stanley
New York
$25.7M 484,999 -70,277 -13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.3M 421,118 -22,346 -5%
3LCM
6
3D/L Capital Management
Connecticut
$21.4M 404,101 -39,998 -9%
DC
7
Davenport & Co
Virginia
$18.9M 357,207 -18,110 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$11.6M 218,251 +7,794 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.6M 200,509 +259 +0.1%
IC
10
IEQ Capital
California
$10.1M 189,928 – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.99M 188,704 -16,887 -8%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$9.78M 184,800 -9,399 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.13M 153,530 +32,311 +27%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$7.95M 150,159 -16,235 -10%
CCA
15
Clearwater Capital Advisors
Illinois
$7.84M 148,169 -56 -0%
CPC
16
Consolidated Planning Corp
Georgia
$6.81M 128,594 +17,705 +16%
PAG
17
Private Advisor Group
New Jersey
$6.69M 126,110 +83,919 +199%
CA
18
Cetera Advisors
Colorado
$6.61M 124,857 +2,301 +2%
Wells Fargo
19
Wells Fargo
California
$6.1M 115,184 -21,239 -16%
LPL Financial
20
LPL Financial
California
$6.1M 115,173 -5,761 -5%
LW
21
Lauer Wealth
Indiana
$4.74M 86,869 +3,040 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.28M 80,779 -4,120 -5%
EH
23
Equitable Holdings
New York
$4.16M 78,629 +11,280 +17%
TF
24
Theory Financial
Colorado
$3.87M 73,045 +2,454 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.7M 69,803 -10,530 -13%
1
2 3 4 5