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WisdomTree US MidCap Fund

142 hedge funds and large institutions have $435M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
43
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DC
1
Davenport & Co
Virginia
$41.2M 666,452 +70,318 +12%
UBS Group
2
UBS Group
Switzerland
$41.1M 665,277 +37,451 +6%
Bank of America
3
Bank of America
North Carolina
$33M 533,933 +18,410 +4%
Morgan Stanley
4
Morgan Stanley
New York
$28.3M 458,733 +4,763 +1%
Truist Financial
5
Truist Financial
North Carolina
$25.7M 416,759 -17,623 -4%
FIM
6
Freedom Investment Management
Connecticut
$20.1M 325,994 +13,879 +4%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$19.2M 310,148 +18,007 +6%
PAG
8
Private Advisor Group
New Jersey
$13.1M 211,477 +3,623 +2%
IC
9
IEQ Capital
California
$12.7M 205,093
LPL Financial
10
LPL Financial
California
$12.1M 195,415 -3,549 -2%
CPC
11
Consolidated Planning Corp
Georgia
$12M 194,607 +11,485 +6%
CCA
12
Clearwater Capital Advisors
Illinois
$11M 178,844 +7,103 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.8M 174,756 -1,673 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$8.81M 142,634 -18,888 -12%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.95M 128,762 -26,316 -17%
SPIA
16
Steward Partners Investment Advisory
New York
$7.38M 119,509 +14,677 +14%
Wells Fargo
17
Wells Fargo
California
$6.01M 97,227 -726 -0.7%
PWM
18
Provident Wealth Management
Tennessee
$5.72M 92,592 +1,135 +1%
BCG
19
Breakwater Capital Group
New Jersey
$5.66M 91,652 +2,410 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.62M 90,911 -1,486 -2%
TF
21
Theory Financial
Colorado
$5.25M 83,787 +15,876 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.12M 82,954 -19,148 -19%
SF
23
Synovus Financial
Georgia
$5.08M 82,203 -7,069 -8%
EH
24
Equitable Holdings
New York
$5.06M 81,987 -6,134 -7%
DKCM
25
Davidson Kahn Capital Management
California
$4.4M 70,974 +4,088 +6%