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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
41
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$5.47M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.21M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
MG
3
Mather Group
Illinois
$1.56M
4
Truist Financial
4
Truist Financial
North Carolina
$29.8M
5
FIM
5
Freedom Investment Management
Connecticut
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPWA
26
Great Point Wealth Advisors
Massachusetts
$4.11M -$115K -1,844 -3%
FWTB
27
First Western Trust Bank
Colorado
$3.86M – – –
TF
28
Theory Financial
Colorado
$3.27M -$74.7K -1,215 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.05M -$3.39M -54,433 -53%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.05M +$3.05M +48,868 New
CANC
31
Culbertson A N & Co
Virginia
$2.89M +$16K +257 +0.6%
GIA
32
GHP Investment Advisors
Colorado
$2.73M -$1.93K -31 -0.1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.45M +$155K +2,485 +7%
KAS
34
Kestra Advisory Services
Texas
$2.4M -$194K -3,109 -7%
Citadel Advisors
35
Citadel Advisors
Florida
$2.21M +$1.71M +27,472 +346%
NC
36
NewSquare Capital
Pennsylvania
$2.19M +$935 +15 +0%
NFC
37
Northeast Financial Consultants
Connecticut
$2.03M – – –
Ameriprise
38
Ameriprise
Minnesota
$1.95M -$291K -4,655 -13%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.88M -$196K -3,139 -9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.71M -$646K -10,356 -27%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.71M +$1.71M +27,378 New
RJA
42
Raymond James & Associates
Florida
$1.62M +$43.8K +702 +3%
Jane Street
43
Jane Street
New York
$1.61M -$301K -4,828 -16%
MG
44
Mather Group
Illinois
$1.56M -$1.33M -21,261 -46%
LSA
45
L & S Advisors
California
$1.4M +$15.5K +249 +1%
CTC
46
Central Trust Company
Missouri
$1.38M +$34.8K +558 +3%
AC
47
Apella Capital
Connecticut
$1.29M – – –
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.29M -$176K -2,848 -12%
TFG
49
Team Financial Group
California
$1.14M -$282K -4,528 -20%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.11M +$69.5K +1,115 +7%
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