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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
43
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.77M
2
DC
2
Davenport & Co
Virginia
$28.4M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$962K
4
IC
4
IEQ Capital
California
$11.9M
5
PAG
5
Private Advisor Group
New Jersey
$10.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$52.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.98M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
CWA
5
CM Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GPWA
26
Great Point Wealth Advisors
Massachusetts
$3.92M 67,747 -4,199 -6%
FWTB
27
First Western Trust Bank
Colorado
$3.58M 61,904 – –
TF
28
Theory Financial
Colorado
$3.14M 54,317 -13,903 -20%
MG
29
Mather Group
Illinois
$2.83M 46,297 -1,350 -3%
CANC
30
Culbertson A N & Co
Virginia
$2.67M 46,180 – –
GIA
31
GHP Investment Advisors
Colorado
$2.54M 43,870 -866 -2%
KAS
32
Kestra Advisory Services
Texas
$2.4M 41,607 +3,006 +8%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.19M 37,863 -5,255 -12%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.13M 36,772 +1,997 +6%
Ameriprise
35
Ameriprise
Minnesota
$2.07M 35,736 -152 -0.4%
NC
36
NewSquare Capital
Pennsylvania
$2.02M 35,035 +775 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.93M 33,323 -12,422 -27%
NFC
38
Northeast Financial Consultants
Connecticut
$1.88M 32,505 -1,200 -4%
Jane Street
39
Jane Street
New York
$1.77M 30,577 +19,846 +185%
RJA
40
Raymond James & Associates
Florida
$1.46M 25,343 +821 +3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.37M 23,697 -1,291 -5%
TFG
42
Team Financial Group
California
$1.32M 22,781 +1,145 +5%
LSA
43
L & S Advisors
California
$1.29M 22,246 +140 +0.6%
CTC
44
Central Trust Company
Missouri
$1.25M 21,628 -272 -1%
AC
45
Apella Capital
Connecticut
$1.19M 20,925 – –
RW
46
RVW Wealth
California
$1.02M 17,617 -1,648 -9%
MIAS
47
Mason Investment Advisory Services
Virginia
$1.01M 17,434 +58 +0.3%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$962K 16,641 +16,641 New
WWM
49
Western Wealth Management
Colorado
$954K 16,515 -188 -1%
WA
50
Waverly Advisors
Alabama
$934K 16,159 -237 -1%
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