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WisdomTree US MidCap Fund
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Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$0
2
WA
2
Win Advisors
Florida
$0
3
SF
3
Synovus Financial
Georgia
$3.69M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Bank of America
5
Bank of America
North Carolina
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Apella Capital
Connecticut
$1.17M 20,925 +20,925 New
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.1M 19,180 -1,676 -8%
FTUS
53
Flow Traders U.S.
New York
$956K 16,665 +11,506 +223%
WWM
54
Western Wealth Management
Colorado
$944K 16,447 +16,447 New
SFG
55
StrategIQ Financial Group
Indiana
$942K 16,419 -1,632 -9%
SM
56
Sensible Money
Arizona
$888K 15,473 – –
ADL
57
Asset Dedication LLC
California
$878K 15,293 – –
OPW
58
Oxler Private Wealth
New York
$840K 14,631 -430 -3%
IFWM
59
Institute for Wealth Management
Colorado
$787K 13,710 +4 +0%
APW
60
Aurora Private Wealth
New Jersey
$691K 12,045 +46 +0.4%
SC
61
Savant Capital
Illinois
$689K 12,000 – –
HWP
62
Hibernia Wealth Partners
Louisiana
$657K 11,454 -3,359 -23%
PSF
63
Pacific Sun Financial
California
$650K 11,320 +150 +1%
LFWA
64
LBJ Family Wealth Advisors
Texas
$610K 10,635 +31 +0.3%
PSCM
65
Per Stirling Capital Management
Texas
$606K 10,560 +2 +0%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$568K 9,906 +5 +0.1%
CFO
67
CVA Family Office
Colorado
$547K 9,526 – –
BPA
68
Beacon Pointe Advisors
California
$495K 8,627 – –
PA
69
PSI Advisors
Florida
$490K 8,543 – –
SAM
70
S.A. Mason
Michigan
$464K 8,079 – –
VC
71
Vicus Capital
Pennsylvania
$434K 7,569 -2,063 -21%
WANY
72
Wealthspire Advisors (New York)
New York
$413K 7,195 – –
Stifel Financial
73
Stifel Financial
Missouri
$412K 7,185 +1,576 +28%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$403K 7,015 – –
CAM
75
Cresset Asset Management
Illinois
$400K 6,975 – –
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3
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