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WisdomTree US MidCap Fund
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Overview Fund Activity

142 hedge funds and large institutions have $435M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
43
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
1
Davenport & Co
Virginia
$41.2M
2
UBS Group
2
UBS Group
Switzerland
$41.1M
3
FG
3
Foster Group
Iowa
$1.19M
4
SF
4
Summit Financial
New Jersey
$1.17M
5
Bank of America
5
Bank of America
North Carolina
$33M

Top Sellers

1
LW
1
Lauer Wealth
Indiana
$2.21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.95M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.12M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.81M
5
Truist Financial
5
Truist Financial
North Carolina
$25.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$952K 15,417 -800 -5%
Citadel Advisors
52
Citadel Advisors
Florida
$944K 15,283 +5,097 +50%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$905K 14,651 – –
WIA
54
World Investment Advisors
California
$888K 14,377 -2,145 -13%
WWM
55
Western Wealth Management
Colorado
$857K 13,867 -2,451 -15%
IFWM
56
Institute for Wealth Management
Colorado
$790K 12,790 – –
WA
57
Waverly Advisors
Alabama
$780K 12,634 -2,217 -15%
EF
58
Envision Financial
Wisconsin
$766K 12,394 +12 +0.1%
SC
59
Savant Capital
Illinois
$741K 12,000 – –
ADL
60
Asset Dedication LLC
California
$739K 11,963 – –
SM
61
Sensible Money
Arizona
$733K 11,866 -180 -1%
PSF
62
Pacific Sun Financial
California
$677K 10,955 – –
APW
63
Aurora Private Wealth
New Jersey
$675K 10,934 +45 +0.4%
LFWA
64
LBJ Family Wealth Advisors
Texas
$667K 10,795 +34 +0.3%
OPW
65
Oxler Private Wealth
New York
$659K 10,676 -623 -6%
PSCM
66
Per Stirling Capital Management
Texas
$601K 9,737 -232 -2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$594K 9,620 -141 -1%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$563K 8,842 -631 -7%
Creative Planning
69
Creative Planning
Kansas
$541K 8,762 +130 +2%
CPA
70
Cathy Pareto & Associates
Florida
$506K 8,186 -1,595 -16%
PA
71
PSI Advisors
Florida
$474K 7,675 – –
SIG
72
Sargent Investment Group
Maryland
$474K 7,575 -230 -3%
CFO
73
CVA Family Office
Colorado
$449K 7,269 +1 +0%
CWM
74
Centric Wealth Management
Illinois
$437K 6,995 -272 -4%
BFA
75
Bragg Financial Advisors
North Carolina
$435K 7,042 +7,042 New
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3
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