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WisdomTree US MidCap Fund

133 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SM
51
Sensible Money
Arizona
$770K
ADL
52
Asset Dedication LLC
California
$761K
GWSG
53
GPS Wealth Strategies Group
Colorado
$708K -$99 -2 -0%
IFWM
54
Institute for Wealth Management
Colorado
$681K +$99 +2 +0%
VC
55
Vicus Capital
Pennsylvania
$614K -$17.9K -360 -3%
SC
56
Savant Capital
Illinois
$597K +$597K +12,000 New
APW
57
Aurora Private Wealth
New Jersey
$593K +$1.49K +30 +0.3%
Stifel Financial
58
Stifel Financial
Missouri
$571K -$37.4K -751 -6%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$540K +$45.7K +918 +9%
PSCM
60
Per Stirling Capital Management
Texas
$530K -$50.7K -1,020 -9%
LFWA
61
LBJ Family Wealth Advisors
Texas
$525K +$1.34K +27 +0.3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$517K +$517K +10,401 New
IA
63
Insight Advisors
Pennsylvania
$484K -$136K -2,726 -22%
CAN
64
Cetera Advisor Networks
California
$479K +$11.8K +237 +3%
CFO
65
CVA Family Office
Colorado
$474K
PA
66
PSI Advisors
Florida
$465K +$39.9K +803 +9%
BPA
67
Beacon Pointe Advisors
California
$429K
SAM
68
S.A. Mason
Michigan
$402K
WANY
69
Wealthspire Advisors (New York)
New York
$382K -$4.97K -100 -1%
CWM
70
Centric Wealth Management
Illinois
$355K +$796 +16 +0.2%
VCM
71
Vigilant Capital Management
Maine
$354K
CAM
72
Cresset Asset Management
Illinois
$347K +$347K +6,975 New
FI
73
Financial Insights
Washington
$345K
Creative Planning
74
Creative Planning
Kansas
$330K
MML Investors Services
75
MML Investors Services
Massachusetts
$328K -$5.91M -118,726 -95%