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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

143 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
41
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$5.47M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.21M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
MG
3
Mather Group
Illinois
$1.56M
4
Truist Financial
4
Truist Financial
North Carolina
$29.8M
5
FIM
5
Freedom Investment Management
Connecticut
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$56M -$221K -3,550 -0.4%
Bank of America
2
Bank of America
North Carolina
$37.7M +$406K +6,507 +1%
DC
3
Davenport & Co
Virginia
$32.2M +$1.53M +24,489 +5%
Truist Financial
4
Truist Financial
North Carolina
$29.8M -$1.24M -19,866 -4%
Morgan Stanley
5
Morgan Stanley
New York
$29.7M +$1.06M +17,040 +4%
FIM
6
Freedom Investment Management
Connecticut
$20.5M -$717K -11,496 -3%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$17.6M +$213K +3,414 +1%
IC
8
IEQ Capital
California
$12.8M – – –
PAG
9
Private Advisor Group
New Jersey
$11.9M +$680K +10,911 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.2M -$179K -2,868 -2%
CPC
11
Consolidated Planning Corp
Georgia
$10.1M +$556K +8,923 +6%
CCA
12
Clearwater Capital Advisors
Illinois
$9.87M +$276K +4,435 +3%
Wells Fargo
13
Wells Fargo
California
$8.22M +$43.8K +703 +0.5%
LPL Financial
14
LPL Financial
California
$7.88M +$403K +6,471 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.62M -$421K -6,750 -5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$7.47M +$2.38M +38,237 +47%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.16M +$2.69M +43,151 +60%
SPIA
18
Steward Partners Investment Advisory
New York
$6.3M -$46.3K -743 -0.7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.21M -$12M -192,534 -66%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.92M -$490K -7,868 -8%
WIA
21
World Investment Advisors
California
$5.47M +$5.47M +87,703 New
SF
22
Synovus Financial
Georgia
$5.29M +$367K +5,885 +7%
BCG
23
Breakwater Capital Group
New Jersey
$4.98M +$419K +6,716 +9%
EH
24
Equitable Holdings
New York
$4.95M +$122K +1,960 +3%
LW
25
Lauer Wealth
Indiana
$4.55M -$5.03K -81 -0.1%
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