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WisdomTree US MidCap Fund

125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
30
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$253K 5,817 +5,817 New
AAS
77
Avantax Advisory Services
Texas
$252K 5,777 -31,512 -85%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$252K 5,810 -11,759 -67%
SWM
79
SeaCrest Wealth Management
New York
$246K 5,669 +5,669 New
AWA
80
Arete Wealth Advisors
Illinois
$243K 5,606 -464 -8%
JWCA
81
J.W. Cole Advisors
Florida
$237K 5,445 +5,445 New
FTUS
82
Flow Traders U.S.
New York
$230K 5,284 +5,284 New
BF
83
BOK Financial
Oklahoma
$222K 5,116 +5,116 New
PWAP
84
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$219K 5,031 +5,031 New
SPIA
85
Steward Partners Investment Advisory
New York
$156K 3,600
MA
86
Montag & Associates
Georgia
$132K 3,043 +3,043 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$121K 2,777 +745 +37%
CF
88
Centaurus Financial
California
$109K 2,518 -2,404 -49%
AF
89
Advisornet Financial
Minnesota
$107K 2,472
AA
90
Ancora Advisors
Ohio
$98K 2,246
EIP
91
Ellis Investment Partners
Pennsylvania
$86K 1,989 +14 +0.7%
William Blair & Company
92
William Blair & Company
Illinois
$68K 1,563
Franklin Resources
93
Franklin Resources
California
$65K 1,500
GLLW
94
Graves Light Lenhart Wealth
Virginia
$65K 1,500 +1,500 New
CFO
95
CVA Family Office
Colorado
$62K 1,427
CAL
96
Capital Advisors Ltd
Ohio
$54K 1,232
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$54K 1,239
APA
98
American Portfolios Advisors
New York
$49.2K 1,131
EP
99
Eudaimonia Partners
Tennessee
$45K 1,034
SWM
100
Sugarloaf Wealth Management
Georgia
$36K 827