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WisdomTree US MidCap Fund
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Overview Fund Activity

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$9.95M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.11M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.6M
5
Bank of America
5
Bank of America
North Carolina
$27.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$49.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M
3
3LCM
3
3D/L Capital Management
Connecticut
$25.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
AW
5
ACG Wealth
Georgia
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CANC
26
Culbertson A N & Co
Virginia
$2.62M 49,996 -300 -0.6%
CFA
27
Carroll Financial Associates
North Carolina
$2.26M 43,211 +1,894 +5%
RW
28
RVW Wealth
California
$2M 29,909 -1,671 -5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2M 38,112 +31,027 +438%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.87M 35,656 +4,471 +14%
AWA
31
Arkadios Wealth Advisors
Georgia
$1.79M 34,224 -979 -3%
IFAM
32
Institutional & Family Asset Management
Colorado
$1.58M 30,187 +18,996 +170%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.52M 29,105 -108 -0.4%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.51M 28,774 – –
IRC
35
Investors Research Corp
Georgia
$1.38M 26,306 – –
FTUS
36
Flow Traders U.S.
New York
$1.36M 25,860 +18,975 +276%
RJA
37
Raymond James & Associates
Florida
$1.27M 24,154 +198 +0.8%
Ameriprise
38
Ameriprise
Minnesota
$1.18M 22,525 -7,125 -24%
Citadel Advisors
39
Citadel Advisors
Florida
$1.16M 22,192 +22,192 New
OPW
40
Oxler Private Wealth
New York
$1.14M 21,776 -465 -2%
SFG
41
StrategIQ Financial Group
Indiana
$1.11M 21,157 -198 -0.9%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$1.1M 21,061 – –
IWM
43
IHT Wealth Management
Illinois
$1.1M 21,052 +6,755 +47%
BFS
44
Bradley Foster & Sargent
Connecticut
$903K 17,240 – –
SF
45
Synovus Financial
Georgia
$841K 16,106 +4,196 +35%
HFA
46
HC Financial Advisors
California
$810K 15,468 -446 -3%
TRCT
47
Tower Research Capital (TRC)
New York
$806K 15,394 +13,003 +544%
ADL
48
Asset Dedication LLC
California
$801K 15,293 – –
SWP
49
Stratos Wealth Partners
Ohio
$801K 15,288 +1,734 +13%
TF
50
TIAA FSB
Florida
$795K 15,180 – –
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