EZM icon

WisdomTree US MidCap Fund

143 hedge funds and large institutions have $503M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 9 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 ownership

Funds ownership:

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.14M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.7M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.36M
GPWA
29
Great Point Wealth Advisors
Massachusetts
$3.81M
CANC
30
Culbertson A N & Co
Virginia
$3.06M
LWM
31
Lionshead Wealth Management
New York
$3.01M
SA
32
Sylvest Advisors
Texas
$2.91M
Ameriprise
33
Ameriprise
Minnesota
$2.74M
NC
34
NewSquare Capital
Pennsylvania
$2.69M
GIA
35
GHP Investment Advisors
Colorado
$2.59M
LW
36
Lauer Wealth
Indiana
$2.39M
CTC
37
Central Trust Company
Missouri
$2.09M
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.02M
CWA
39
Crux Wealth Advisors
California
$2.01M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2M
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.95M
LSA
42
L & S Advisors
California
$1.95M
Osaic Holdings
43
Osaic Holdings
Arizona
$1.77M
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.67M
MG
45
Mather Group
Illinois
$1.64M
AC
46
Apella Capital
Connecticut
$1.35M
KAS
47
Kestra Advisory Services
Texas
$1.29M
FG
48
Foster Group
Iowa
$1.27M
SF
49
Summit Financial
New Jersey
$1.21M
MIAS
50
Mason Investment Advisory Services
Virginia
$1.15M