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WisdomTree US MidCap Fund
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Overview Fund Activity

142 hedge funds and large institutions have $435M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
43
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
1
Davenport & Co
Virginia
$41.2M
2
UBS Group
2
UBS Group
Switzerland
$41.1M
3
FG
3
Foster Group
Iowa
$1.19M
4
SF
4
Summit Financial
New Jersey
$1.17M
5
Bank of America
5
Bank of America
North Carolina
$33M

Top Sellers

1
LW
1
Lauer Wealth
Indiana
$2.21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.95M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.12M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.81M
5
Truist Financial
5
Truist Financial
North Carolina
$25.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TFG
76
Team Financial Group
California
$432K 7,001 -1,399 -17%
CAM
77
Cresset Asset Management
Illinois
$431K 6,975 – –
BPA
78
Beacon Pointe Advisors
California
$428K 6,927 – –
William Blair & Company
79
William Blair & Company
Illinois
$421K 6,808 -174 -2%
IRC
80
Investors Research Corp
Georgia
$414K 6,695 -58 -0.9%
AWA
81
Amplius Wealth Advisors
Pennsylvania
$411K 6,650 +6,650 New
WANY
82
Wealthspire Advisors (New York)
New York
$409K 6,618 -121 -2%
FTUS
83
Flow Traders U.S.
New York
$404K 6,543 +6,543 New
DIA
84
Dana Investment Advisors
Wisconsin
$399K 6,462 +3,052 +90%
Stifel Financial
85
Stifel Financial
Missouri
$391K 6,336 -1,406 -18%
MMA
86
Miracle Mile Advisors
California
$391K 6,329 +6,329 New
MML Investors Services
87
MML Investors Services
Massachusetts
$381K 6,165 +1,336 +28%
SAM
88
S.A. Mason
Michigan
$376K 6,079 – –
CWM
89
Cornerstone Wealth Management
Missouri
$353K 5,717 +1,145 +25%
NA
90
NewEdge Advisors
Louisiana
$343K 5,549 -1,527 -22%
KWM
91
Kingsview Wealth Management
Oregon
$312K 5,049 – –
CM
92
Capital Management
Virginia
$291K 4,710 +122 +3%
VC
93
Vicus Capital
Pennsylvania
$283K 4,586 -1,241 -21%
HWM
94
Howard Wealth Management
Connecticut
$275K 4,455 – –
Mariner
95
Mariner
Kansas
$272K 4,404 +615 +16%
SG
96
Stanich Group
New York
$262K 4,118 – –
MCWS
97
McKinley Carter Wealth Services
West Virginia
$260K 4,208 – –
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$259K 4,191 – –
MT
99
Midwest Trust
Kansas
$250K 4,044 +4,044 New
UIM
100
Unified Investment Management
Georgia
$233K 3,771 +1 +0%
2 3
4
5 6