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WisdomTree US MidCap Fund

139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 145139 (-6)

16% less capital invested

Capital invested by funds: $492M → $415M (-$76.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $27K

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$27K
Net Calls
Net Calls Change

Top Sellers

1 -$36.1M
2 -$10.7M
3 -$4.23M
4
FWTB
First Western Trust Bank
Colorado
-$3.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
26
Davidson Kahn Capital Management
California
$3.99M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.93M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.82M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.65M
GPWA
30
Great Point Wealth Advisors
Massachusetts
$3.57M
LWM
31
Lionshead Wealth Management
New York
$3.16M
CANC
32
Culbertson A N & Co
Virginia
$2.76M
CWA
33
Crux Wealth Advisors
California
$2.48M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.44M
GIA
35
GHP Investment Advisors
Colorado
$2.43M
NC
36
NewSquare Capital
Pennsylvania
$2.18M
SA
37
Sylvest Advisors
Texas
$2.11M
NFC
38
Northeast Financial Consultants
Connecticut
$1.94M
Ameriprise
39
Ameriprise
Minnesota
$1.86M
CTC
40
Central Trust Company
Missouri
$1.7M
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.62M
Osaic Holdings
42
Osaic Holdings
Arizona
$1.56M
MG
43
Mather Group
Illinois
$1.54M
LSA
44
L & S Advisors
California
$1.29M
AC
45
Apella Capital
Connecticut
$1.19M
KAS
46
Kestra Advisory Services
Texas
$1.13M
RW
47
RVW Wealth
California
$1.05M
MIAS
48
Mason Investment Advisory Services
Virginia
$1.04M
AAS
49
Avantax Advisory Services
Texas
$1.03M
WIA
50
World Investment Advisors
California
$985K