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WisdomTree US MidCap Fund
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Overview Fund Activity

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$9.95M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.11M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.6M
5
Bank of America
5
Bank of America
North Carolina
$27.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$49.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M
3
3LCM
3
3D/L Capital Management
Connecticut
$25.6M
4
AW
4
ACG Wealth
Georgia
$4.82M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
51
Vicus Capital
Pennsylvania
$753K 14,381 -1,019 -7%
MIAS
52
Mason Investment Advisory Services
Virginia
$723K 13,798 -3,260 -19%
IFWM
53
Institute for Wealth Management
Colorado
$717K 13,677 +2 +0%
HIS
54
Harvest Investment Services
Illinois
$701K 13,384 +329 +3%
Stifel Financial
55
Stifel Financial
Missouri
$653K 12,473 +1,756 +16%
EH
56
Equitable Holdings
New York
$653K 12,472 +1,761 +16%
Citigroup
57
Citigroup
New York
$652K 12,449 -6,041 -33%
RVPG
58
Relative Value Partners Group
$636K 12,136 +5,652 +87%
KAS
59
Kestra Advisory Services
Texas
$583K 11,136 -1,033 -8%
NFG
60
Next Financial Group
Texas
$570K 10,871 +960 +10%
LFWA
61
LBJ Family Wealth Advisors
Texas
$550K 10,494 +31 +0.3%
SAM
62
S.A. Mason
Michigan
$528K 10,079 – –
MAM
63
Meeder Asset Management
Ohio
$521K 9,943 +1,009 +11%
MML Investors Services
64
MML Investors Services
Massachusetts
$520K 9,927 +92 +0.9%
CWM
65
Centric Wealth Management
Illinois
$511K 9,757 +26 +0.3%
NC
66
NewSquare Capital
Pennsylvania
$503K 9,600 +845 +10%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$468K 8,942 -49 -0.5%
NWS
68
Newport Wealth Strategies
California
$452K 8,625 – –
SIG
69
Sargent Investment Group
Maryland
$445K 8,500 -200 -2%
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$439K 8,384 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$436K 8,332 +513 +7%
CA
72
Cetera Advisors
Colorado
$417K 7,965 -499 -6%
SWMG
73
Strategic Wealth Management Group
Maryland
$405K 7,735 -370 -5%
VCM
74
Vigilant Capital Management
Maine
$373K 7,122 – –
Northern Trust
75
Northern Trust
Illinois
$367K 7,000 +7,000 New
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3
4 5