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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$0
2
WA
2
Win Advisors
Florida
$0
3
SF
3
Synovus Financial
Georgia
$3.69M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Bank of America
5
Bank of America
North Carolina
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$64.7M 1,126,939 +119,471 +12%
Morgan Stanley
2
Morgan Stanley
New York
$54.9M 956,156 +478,516 +100%
Bank of America
3
Bank of America
North Carolina
$41.2M 718,700 -38,631 -5%
Truist Financial
4
Truist Financial
North Carolina
$30.8M 536,560 -26,168 -5%
DC
5
Davenport & Co
Virginia
$24.5M 427,655 +40,393 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$23.8M 414,086 -20,426 -5%
LPL Financial
7
LPL Financial
California
$23.3M 405,788 +289,150 +248%
FIM
8
Freedom Investment Management
Connecticut
$20.8M 362,496 +362,496 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$15.4M 267,600 +14,662 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.4M 197,692 -5,915 -3%
IC
11
IEQ Capital
California
$11.1M 193,093 +3,165 +2%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$9.03M 157,282 -20,708 -12%
CCA
13
Clearwater Capital Advisors
Illinois
$8.81M 153,474 +5,691 +4%
PAG
14
Private Advisor Group
New Jersey
$8.5M 148,027 +14,543 +11%
CPC
15
Consolidated Planning Corp
Georgia
$8.31M 144,794 +7,737 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.26M 143,877 -7,579 -5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7.93M 138,133 +131,693 +2,045%
Wells Fargo
18
Wells Fargo
California
$7.23M 126,006 +6,111 +5%
CA
19
Cetera Advisors
Colorado
$7.15M 124,639 -838 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.87M 119,635 -14,322 -11%
EH
21
Equitable Holdings
New York
$5.32M 92,625 +16,648 +22%
LW
22
Lauer Wealth
Indiana
$5.16M 90,537 +967 +1%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$4.58M 79,777 -7,981 -9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.52M 78,691 -1,494 -2%
TF
25
Theory Financial
Colorado
$4.12M 71,812 +1,694 +2%
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