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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
43
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
51
RVW Wealth
California
$1.01M -$76.9K -1,245 -7%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$952K -$49.4K -800 -5%
Citadel Advisors
53
Citadel Advisors
Florida
$944K +$315K +5,097 +50%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$905K
WIA
55
World Investment Advisors
California
$888K -$132K -2,145 -13%
WWM
56
Western Wealth Management
Colorado
$857K -$151K -2,451 -15%
IFWM
57
Institute for Wealth Management
Colorado
$790K
WA
58
Waverly Advisors
Alabama
$780K -$137K -2,217 -15%
EF
59
Envision Financial
Wisconsin
$766K +$741 +12 +0.1%
SC
60
Savant Capital
Illinois
$741K
ADL
61
Asset Dedication LLC
California
$739K
SM
62
Sensible Money
Arizona
$733K -$11.1K -180 -1%
PSF
63
Pacific Sun Financial
California
$677K
APW
64
Aurora Private Wealth
New Jersey
$675K +$2.78K +45 +0.4%
LFWA
65
LBJ Family Wealth Advisors
Texas
$667K +$2.1K +34 +0.3%
OPW
66
Oxler Private Wealth
New York
$659K -$38.5K -623 -6%
PSCM
67
Per Stirling Capital Management
Texas
$601K -$14.3K -232 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$594K -$8.71K -141 -1%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$563K -$40.2K -631 -7%
Creative Planning
70
Creative Planning
Kansas
$541K +$8.03K +130 +2%
CPA
71
Cathy Pareto & Associates
Florida
$506K -$98.5K -1,595 -16%
PA
72
PSI Advisors
Florida
$474K
SIG
73
Sargent Investment Group
Maryland
$474K -$14.4K -230 -3%
CFO
74
CVA Family Office
Colorado
$449K +$62 +1 +0%
CWM
75
Centric Wealth Management
Illinois
$437K -$17K -272 -4%