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WisdomTree US MidCap Fund
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Overview Fund Activity

136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

Holders
136
Holders Change
-12
Holders Change %
-8.11%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
43
Reduced
43
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29.6M
3
MG
3
Mather Group
Illinois
$3.22M
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
Wells Fargo
5
Wells Fargo
California
$7.13M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$11.2M
4
Truist Financial
4
Truist Financial
North Carolina
$32.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$629K +$184 +4 +0%
APW
52
Aurora Private Wealth
New Jersey
$541K +$2.21K +48 +0.4%
PSF
53
Pacific Sun Financial
California
$523K – – –
AWA
54
Arkadios Wealth Advisors
Georgia
$512K -$227K -4,935 -31%
LFWA
55
LBJ Family Wealth Advisors
Texas
$479K +$1.84K +40 +0.4%
SAM
56
S.A. Mason
Michigan
$463K – – –
KAS
57
Kestra Advisory Services
Texas
$462K -$3.13K -68 -0.7%
PPW
58
Pinnacle Private Wealth
Massachusetts
$445K -$86.2K -1,875 -16%
FTUS
59
Flow Traders U.S.
New York
$442K +$442K +9,619 New
MML Investors Services
60
MML Investors Services
Massachusetts
$439K +$15.7K +342 +4%
OFS
61
OneAscent Financial Services
Alabama
$398K +$398K +8,665 New
MAM
62
Meeder Asset Management
Ohio
$397K -$39.6K -862 -9%
CWM
63
Centric Wealth Management
Illinois
$397K -$2.21K -48 -0.6%
BPA
64
Beacon Pointe Advisors
California
$392K – – –
SIG
65
Sargent Investment Group
Maryland
$391K – – –
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$381K -$4.6K -100 -1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$378K -$22.8K -497 -6%
WANY
68
Wealthspire Advisors (New York)
New York
$358K – – –
T
69
TNF
Montana
$356K -$141K -2,912 -28%
VCM
70
Vigilant Capital Management
Maine
$327K – – –
CAM
71
Cresset Asset Management
Illinois
$321K +$321K +6,975 New
FI
72
Financial Insights
Washington
$319K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$311K -$566K -12,324 -65%
Citigroup
74
Citigroup
New York
$299K +$19.6K +425 +7%
TSWM
75
Tyler-Stone Wealth Management
Ohio
$296K +$16.6K +360 +6%
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