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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
143
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.36M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.87M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.45M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.36M
LWM
30
Lionshead Wealth Management
New York
$3.08M
CANC
31
Culbertson A N & Co
Virginia
$2.87M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.54M
GIA
33
GHP Investment Advisors
Colorado
$2.48M
NC
34
NewSquare Capital
Pennsylvania
$2.44M
SA
35
Sylvest Advisors
Texas
$2.38M
Ameriprise
36
Ameriprise
Minnesota
$2.36M
LW
37
Lauer Wealth
Indiana
$2.21M
CWA
38
Crux Wealth Advisors
California
$1.9M
NFC
39
Northeast Financial Consultants
Connecticut
$1.82M
CTC
40
Central Trust Company
Missouri
$1.81M
Osaic Holdings
41
Osaic Holdings
Arizona
$1.7M
LSA
42
L & S Advisors
California
$1.64M
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.57M
MG
44
Mather Group
Illinois
$1.56M
AC
45
Apella Capital
Connecticut
$1.32M
KAS
46
Kestra Advisory Services
Texas
$1.22M
FG
47
Foster Group
Iowa
$1.19M
SF
48
Summit Financial
New Jersey
$1.17M
MIAS
49
Mason Investment Advisory Services
Virginia
$1.08M
AAS
50
Avantax Advisory Services
Texas
$1.06M