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WisdomTree US MidCap Fund
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Overview Fund Activity

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
CA
2
Cetera Advisors
Colorado
$5.53M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$17.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M
5
PAG
5
Private Advisor Group
New Jersey
$5.49M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$41.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$476K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$692K
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$735K 14,135 +2,999 +27%
VC
52
Vicus Capital
Pennsylvania
$733K 14,096 -285 -2%
MIAS
53
Mason Investment Advisory Services
Virginia
$721K 13,872 +74 +0.5%
IFWM
54
Institute for Wealth Management
Colorado
$712K 13,682 +5 +0%
Stifel Financial
55
Stifel Financial
Missouri
$706K 13,568 +1,095 +9%
HIS
56
Harvest Investment Services
Illinois
$700K 13,466 +82 +0.6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$692K 13,297 -24,815 -65%
Creative Planning
58
Creative Planning
Kansas
$622K 11,968 +6,509 +119%
NFG
59
Next Financial Group
Texas
$605K 11,620 +749 +7%
PSF
60
Pacific Sun Financial
California
$605K 11,630 +11,630 New
APW
61
Aurora Private Wealth
New Jersey
$602K 11,566 +11,566 New
T
62
TNF
Montana
$583K 10,650 +10,650 New
LFWA
63
LBJ Family Wealth Advisors
Texas
$549K 10,494 – –
NC
64
NewSquare Capital
Pennsylvania
$546K 10,490 +890 +9%
SAM
65
S.A. Mason
Michigan
$524K 10,079 – –
MML Investors Services
66
MML Investors Services
Massachusetts
$520K 9,994 +67 +0.7%
MAM
67
Meeder Asset Management
Ohio
$517K 9,943 – –
Bank of New York Mellon
68
Bank of New York Mellon
New York
$476K 9,159 -69,369 -88%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$460K 8,835 -107 -1%
Betterment LLC
70
Betterment LLC
New York
$451K 8,679 +8,679 New
CWM
71
Centric Wealth Management
Illinois
$450K 8,654 -1,103 -11%
NWS
72
Newport Wealth Strategies
California
$449K 8,625 – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$448K 8,599 +267 +3%
SIG
74
Sargent Investment Group
Maryland
$442K 8,500 – –
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$436K 8,384 – –
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