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WisdomTree US MidCap Fund

146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
45
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$772K 13,723 +155 +1%
IFWM
52
Institute for Wealth Management
Colorado
$770K 13,684 +2 +0%
VC
53
Vicus Capital
Pennsylvania
$737K 13,659 -437 -3%
PPW
54
Pinnacle Private Wealth
Massachusetts
$673K 11,955 +11,955 New
Creative Planning
55
Creative Planning
Kansas
$664K 11,790 -178 -1%
NFG
56
Next Financial Group
Texas
$661K 11,734 +114 +1%
APW
57
Aurora Private Wealth
New Jersey
$658K 11,696 +130 +1%
GWSG
58
GPS Wealth Strategies Group
Colorado
$648K 11,519 +11,519 New
FTUS
59
Flow Traders U.S.
New York
$646K 11,475 -17,412 -60%
PSF
60
Pacific Sun Financial
California
$640K 11,380 -250 -2%
KAS
61
Kestra Advisory Services
Texas
$604K 10,736 -3,399 -24%
LFWA
62
LBJ Family Wealth Advisors
Texas
$595K 10,578 +84 +0.8%
BCM
63
Brookstone Capital Management
Illinois
$586K 10,438 +10,438 New
T
64
TNF
Montana
$578K 10,238 -412 -4%
RF
65
Resolute Financial
Massachusetts
$572K 10,160 +10,160 New
SAM
66
S.A. Mason
Michigan
$567K 10,079
MAM
67
Meeder Asset Management
Ohio
$553K 9,821 -122 -1%
MML Investors Services
68
MML Investors Services
Massachusetts
$537K 9,545 -449 -4%
CWM
69
Centric Wealth Management
Illinois
$488K 8,667 +13 +0.2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$485K 8,603 +4 +0%
SIG
71
Sargent Investment Group
Maryland
$478K 8,500
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$472K 8,384
Citigroup
73
Citigroup
New York
$425K 7,550
WANY
74
Wealthspire Advisors (New York)
New York
$416K 7,398
VCM
75
Vigilant Capital Management
Maine
$401K 7,122