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WisdomTree US MidCap Fund
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Overview Fund Activity

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
–

Top Buyers

1
DC
1
Davenport & Co
Virginia
$41.2M
2
UBS Group
2
UBS Group
Switzerland
$41.1M
3
FG
3
Foster Group
Iowa
$1.19M
4
SF
4
Summit Financial
New Jersey
$1.17M
5
Bank of America
5
Bank of America
North Carolina
$33M

Top Sellers

1
LW
1
Lauer Wealth
Indiana
$2.21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.95M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.12M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.81M
5
Truist Financial
5
Truist Financial
North Carolina
$25.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.36M 70,526 +6,475 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.87M 62,634 +1,347 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.45M 55,899 -10,049 -15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.36M 54,342 +13,378 +33%
LWM
30
Lionshead Wealth Management
New York
$3.08M 49,798 -3,179 -6%
CANC
31
Culbertson A N & Co
Virginia
$2.87M 46,413 +45 +0.1%
GIA
32
GHP Investment Advisors
Colorado
$2.48M 40,137 -637 -2%
NC
33
NewSquare Capital
Pennsylvania
$2.44M 39,444 +2,838 +8%
SA
34
Sylvest Advisors
Texas
$2.38M 38,525 +3,081 +9%
Ameriprise
35
Ameriprise
Minnesota
$2.36M 38,160 +6,943 +22%
LW
36
Lauer Wealth
Indiana
$2.21M 35,492 -42,534 -55%
CWA
37
Crux Wealth Advisors
California
$1.9M 30,701 -10,869 -26%
NFC
38
Northeast Financial Consultants
Connecticut
$1.82M 29,505 -3,000 -9%
CTC
39
Central Trust Company
Missouri
$1.81M 29,272 +794 +3%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.7M 27,173 +987 +4%
LSA
41
L & S Advisors
California
$1.64M 26,475 +4,896 +23%
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.57M 25,342 -1,757 -6%
MG
43
Mather Group
Illinois
$1.56M 25,303 -481 -2%
AC
44
Apella Capital
Connecticut
$1.32M 20,925 – –
KAS
45
Kestra Advisory Services
Texas
$1.22M 19,816 +843 +4%
FG
46
Foster Group
Iowa
$1.19M 19,275 +19,275 New
SF
47
Summit Financial
New Jersey
$1.17M 18,878 +18,878 New
MIAS
48
Mason Investment Advisory Services
Virginia
$1.08M 17,434 – –
AAS
49
Avantax Advisory Services
Texas
$1.06M 17,231 +20 +0.1%
RW
50
RVW Wealth
California
$1.01M 16,313 -1,245 -7%
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