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WisdomTree US MidCap Fund
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Overview Fund Activity

136 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.1M
2
WA
2
Win Advisors
Florida
$11.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.23M
4
SF
4
Synovus Financial
Georgia
$6.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.4M
2
Truist Financial
2
Truist Financial
North Carolina
$28.6M
3
CWA
3
CM Wealth Advisors
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M
5
3LCM
5
3D/L Capital Management
Connecticut
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TFG
51
Team Financial Group
California
$904K 17,810 +17,810 New
SM
52
Sensible Money
Arizona
$785K 15,473 – –
ADL
53
Asset Dedication LLC
California
$776K 15,293 – –
OPW
54
Oxler Private Wealth
New York
$764K 15,061 -520 -3%
HWP
55
Hibernia Wealth Partners
Louisiana
$752K 14,813 +14,813 New
Citadel Advisors
56
Citadel Advisors
Florida
$749K 14,761 +6,593 +81%
GWSG
57
GPS Wealth Strategies Group
Colorado
$726K 14,308 -764 -5%
IFWM
58
Institute for Wealth Management
Colorado
$695K 13,706 +3 +0%
APW
59
Aurora Private Wealth
New Jersey
$609K 11,999 +42 +0.4%
SC
60
Savant Capital
Illinois
$609K 12,000 – –
CAN
61
Cetera Advisor Networks
California
$599K 11,806 +1,690 +17%
PSF
62
Pacific Sun Financial
California
$567K 11,170 -150 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$538K 10,604 +29 +0.3%
PSCM
64
Per Stirling Capital Management
Texas
$536K 10,558 +2 +0%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$502K 9,901 -977 -9%
VC
66
Vicus Capital
Pennsylvania
$489K 9,632 -1,631 -14%
CFO
67
CVA Family Office
Colorado
$483K 9,526 – –
BPA
68
Beacon Pointe Advisors
California
$438K 8,627 – –
PA
69
PSI Advisors
Florida
$433K 8,543 -349 -4%
SAM
70
S.A. Mason
Michigan
$410K 8,079 – –
WANY
71
Wealthspire Advisors (New York)
New York
$365K 7,195 -381 -5%
CWM
72
Centric Wealth Management
Illinois
$363K 7,146 +21 +0.3%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$356K 7,015 +7,015 New
CAM
74
Cresset Asset Management
Illinois
$354K 6,975 – –
SWP
75
Stratos Wealth Partners
Ohio
$345K 6,805 -143 -2%
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3
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