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WisdomTree US MidCap Fund

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
51
Asset Dedication LLC
California
$836K
HFA
52
HC Financial Advisors
California
$831K +$2.63K +48 +0.3%
VC
53
Vicus Capital
Pennsylvania
$774K +$27.4K +502 +4%
IFWM
54
Institute for Wealth Management
Colorado
$748K +$109 +2 +0%
Stifel Financial
55
Stifel Financial
Missouri
$677K -$73.9K -1,351 -10%
Creative Planning
56
Creative Planning
Kansas
$677K +$32.1K +586 +5%
APW
57
Aurora Private Wealth
New Jersey
$641K +$1.69K +31 +0.3%
SWP
58
Stratos Wealth Partners
Ohio
$636K -$123K -2,241 -16%
PPW
59
Pinnacle Private Wealth
Massachusetts
$631K -$22.2K -406 -3%
PSF
60
Pacific Sun Financial
California
$622K
AWS
61
Atria Wealth Solutions
New York
$599K +$599K +10,959 New
RF
62
Resolute Financial
Massachusetts
$557K +$1.2K +22 +0.2%
KAS
63
Kestra Advisory Services
Texas
$553K -$33.7K -616 -6%
LFWA
64
LBJ Family Wealth Advisors
Texas
$551K -$10.4K -196 -2%
SAM
65
S.A. Mason
Michigan
$551K
T
66
TNF
Montana
$538K +$1.21K +23 +0.2%
MAM
67
Meeder Asset Management
Ohio
$520K -$17.2K -314 -3%
MML Investors Services
68
MML Investors Services
Massachusetts
$503K -$18.8K -344 -4%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$476K +$6.33K +116 +1%
CWM
70
Centric Wealth Management
Illinois
$475K +$1.04K +19 +0.2%
BPA
71
Beacon Pointe Advisors
California
$466K +$466K +8,525 New
SIG
72
Sargent Investment Group
Maryland
$465K
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$458K
WANY
74
Wealthspire Advisors (New York)
New York
$426K +$21.4K +391 +5%
VCM
75
Vigilant Capital Management
Maine
$389K