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WisdomTree US MidCap Fund
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Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
SF
2
Synovus Financial
Georgia
$3.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
Bank of America
4
Bank of America
North Carolina
$41.2M
5
Truist Financial
5
Truist Financial
North Carolina
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BCG
26
Breakwater Capital Group
New Jersey
$3.85M 67,637 +1,448 +2%
SF
27
Synovus Financial
Georgia
$3.69M 64,218 -56,001 -47%
FWTB
28
First Western Trust Bank
Colorado
$3.55M 61,904 – –
MG
29
Mather Group
Illinois
$2.94M 51,312 -4,955 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.77M 48,296 -6,919 -13%
CANC
31
Culbertson A N & Co
Virginia
$2.73M 47,604 -35 -0.1%
GIA
32
GHP Investment Advisors
Colorado
$2.61M 45,476 -1,516 -3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.58M 44,885 +5,023 +13%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.34M 40,732 +13,906 +52%
KAS
35
Kestra Advisory Services
Texas
$2.23M 38,902 +1,950 +5%
Ameriprise
36
Ameriprise
Minnesota
$2.1M 36,669 -3,150 -8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.99M 34,717 +5,620 +19%
NFC
38
Northeast Financial Consultants
Connecticut
$1.93M 33,705 -2,022 -6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.87M 32,577 -50,827 -61%
FHA
40
Flagship Harbor Advisors
Massachusetts
$1.65M 28,776 +245 +0.9%
NC
41
NewSquare Capital
Pennsylvania
$1.51M 26,360 -5,640 -18%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.46M 25,456 +25,456 New
RJA
43
Raymond James & Associates
Florida
$1.39M 24,264 +267 +1%
CTC
44
Central Trust Company
Missouri
$1.39M 24,236 -280 -1%
IRC
45
Investors Research Corp
Georgia
$1.32M 22,927 -43 -0.2%
LSA
46
L & S Advisors
California
$1.26M 21,900 -2,331 -10%
MIAS
47
Mason Investment Advisory Services
Virginia
$1.23M 21,451 -1 -0%
CAN
48
Cetera Advisor Networks
California
$1.22M 21,268 +9,462 +80%
TFG
49
Team Financial Group
California
$1.19M 20,665 +2,855 +16%
RW
50
RVW Wealth
California
$1.17M 20,354 -429 -2%
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