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WisdomTree US MidCap Fund
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Overview Fund Activity

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
CA
2
Cetera Advisors
Colorado
$5.53M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$17.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M
5
PAG
5
Private Advisor Group
New Jersey
$5.49M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$41.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$476K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$692K
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$2.3M 44,277 +1,066 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$1.97M 37,817 +15,625 +70%
Ameriprise
28
Ameriprise
Minnesota
$1.9M 36,456 +13,931 +62%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.81M 34,742 -914 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.54M 29,683 +578 +2%
AWA
31
Arkadios Wealth Advisors
Georgia
$1.54M 29,535 -4,689 -14%
FHA
32
Flagship Harbor Advisors
Massachusetts
$1.51M 28,774 – –
FTUS
33
Flow Traders U.S.
New York
$1.5M 28,887 +3,027 +12%
IFAM
34
Institutional & Family Asset Management
Colorado
$1.47M 28,308 -1,879 -6%
OPW
35
Oxler Private Wealth
New York
$1.38M 26,596 +4,820 +22%
IRC
36
Investors Research Corp
Georgia
$1.36M 26,205 -101 -0.4%
RJA
37
Raymond James & Associates
Florida
$1.28M 24,651 +497 +2%
SFG
38
StrategIQ Financial Group
Indiana
$1.1M 21,162 +5 +0%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$1.1M 21,061 – –
RVPG
40
Relative Value Partners Group
$1.05M 20,225 +8,089 +67%
KWM
41
Kingsview Wealth Management
Oregon
$1.03M 19,862 +15,602 +366%
RW
42
RVW Wealth
California
$1M 26,889 -3,020 -10%
SF
43
Synovus Financial
Georgia
$939K 18,084 +1,978 +12%
BFS
44
Bradley Foster & Sargent
Connecticut
$897K 17,240 – –
EH
45
Equitable Holdings
New York
$847K 16,276 +3,804 +31%
ADL
46
Asset Dedication LLC
California
$795K 15,293 – –
TF
47
TIAA FSB
Florida
$789K 15,172 -8 -0.1%
HFA
48
HC Financial Advisors
California
$788K 15,150 -318 -2%
SWP
49
Stratos Wealth Partners
Ohio
$779K 14,975 -313 -2%
TRCT
50
Tower Research Capital (TRC)
New York
$770K 14,799 -595 -4%
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