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WisdomTree US MidCap Fund
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Overview Fund Activity

145 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.85M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.59M
4
DC
4
Davenport & Co
Virginia
$34.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.7M
2
UBS Group
2
UBS Group
Switzerland
$50.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$28M
5
Jane Street
5
Jane Street
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.7M -$1.23M -19,706 -21%
FWTB
27
First Western Trust Bank
Colorado
$3.87M – – –
GPWA
28
Great Point Wealth Advisors
Massachusetts
$3.82M -$300K -4,807 -7%
DKCM
29
Davidson Kahn Capital Management
California
$3.56M +$3.56M +56,897 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.39M +$936K +14,971 +38%
TF
31
Theory Financial
Colorado
$3.28M -$41.8K -668 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.19M +$138K +2,202 +5%
CANC
33
Culbertson A N & Co
Virginia
$2.9M -$3.13K -50 -0.1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.85M +$2.85M +45,652 New
KAS
35
Kestra Advisory Services
Texas
$2.8M +$397K +6,357 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.69M -$372K -5,952 -12%
GIA
37
GHP Investment Advisors
Colorado
$2.67M -$74.1K -1,186 -3%
CWA
38
Crux Wealth Advisors
California
$2.63M +$2.63M +42,087 New
NC
39
NewSquare Capital
Pennsylvania
$2.24M +$51.1K +818 +2%
Ameriprise
40
Ameriprise
Minnesota
$2.05M +$110K +1,758 +6%
NFC
41
Northeast Financial Consultants
Connecticut
$2.03M – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$1.84M -$43K -688 -2%
MG
43
Mather Group
Illinois
$1.76M +$199K +3,188 +13%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.69M -$18.3K -292 -1%
CTC
45
Central Trust Company
Missouri
$1.62M +$236K +3,783 +17%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.4M -$315K -5,035 -18%
AC
47
Apella Capital
Connecticut
$1.31M – – –
LSA
48
L & S Advisors
California
$1.25M -$161K -2,569 -11%
RW
49
RVW Wealth
California
$1.1M – – –
MIAS
50
Mason Investment Advisory Services
Virginia
$1.09M – – –
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