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WisdomTree US MidCap Fund
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Overview Fund Activity

136 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$6.69M
2
UBS Group
2
UBS Group
Switzerland
$39.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.06M
4
CWA
4
CM Wealth Advisors
Ohio
$1.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$342K
3
Morgan Stanley
3
Morgan Stanley
New York
$25.7M
4
CTC
4
Central Trust Company
Missouri
$1.76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$432K
Name Market Value Shares Shares
Change 		Shares
Change %
OPW
51
Oxler Private Wealth
New York
$825K 15,581 -22,712 -59%
SM
52
Sensible Money
Arizona
$819K 15,473 – –
ADL
53
Asset Dedication LLC
California
$810K 15,293 – –
GWSG
54
GPS Wealth Strategies Group
Colorado
$798K 15,072 +837 +6%
IFWM
55
Institute for Wealth Management
Colorado
$725K 13,703 +3 +0%
Stifel Financial
56
Stifel Financial
Missouri
$638K 12,042 +570 +5%
SC
57
Savant Capital
Illinois
$635K 12,000 – –
APW
58
Aurora Private Wealth
New Jersey
$633K 11,957 +43 +0.4%
VC
59
Vicus Capital
Pennsylvania
$596K 11,263 -1,081 -9%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$576K 10,878 +25 +0.2%
PSF
61
Pacific Sun Financial
California
$563K 11,320 +11,320 New
LFWA
62
LBJ Family Wealth Advisors
Texas
$560K 10,575 +29 +0.3%
PSCM
63
Per Stirling Capital Management
Texas
$559K 10,556 -98 -0.9%
CAN
64
Cetera Advisor Networks
California
$536K 10,116 +483 +5%
CFO
65
CVA Family Office
Colorado
$504K 9,526 – –
PA
66
PSI Advisors
Florida
$471K 8,892 -454 -5%
BPA
67
Beacon Pointe Advisors
California
$457K 8,627 – –
Citadel Advisors
68
Citadel Advisors
Florida
$432K 8,168 -44,285 -84%
SAM
69
S.A. Mason
Michigan
$402K 8,079 – –
WANY
70
Wealthspire Advisors (New York)
New York
$401K 7,576 -113 -1%
CWM
71
Centric Wealth Management
Illinois
$379K 7,125 -10 -0.1%
VCM
72
Vigilant Capital Management
Maine
$377K 7,122 – –
CAM
73
Cresset Asset Management
Illinois
$369K 6,975 – –
SWP
74
Stratos Wealth Partners
Ohio
$368K 6,948 +6,948 New
FI
75
Financial Insights
Washington
$367K 6,936 – –
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