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WisdomTree US MidCap Fund
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Overview Fund Activity

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
CA
2
Cetera Advisors
Colorado
$5.53M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$17.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M
5
PAG
5
Private Advisor Group
New Jersey
$5.49M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$41.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$476K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$692K
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$393K 7,550 -4,899 -39%
WANY
77
Wealthspire Advisors (New York)
New York
$385K 7,398 +7,398 New
VCM
78
Vigilant Capital Management
Maine
$370K 7,122 – –
MFW
79
Meristem Family Wealth
Minnesota
$363K 6,975 – –
FI
80
Financial Insights
Washington
$361K 6,936 – –
CWM
81
Cornerstone Wealth Management
Missouri
$293K 5,635 -296 -5%
CAN
82
Cetera Advisor Networks
California
$243K 4,671 +4 +0.1%
SWM
83
SeaCrest Wealth Management
New York
$240K 4,619 – –
AAS
84
Avantax Advisory Services
Texas
$239K 4,586 +15 +0.3%
BRWA
85
B. Riley Wealth Advisors
Florida
$237K 4,546 +183 +4%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$227K 4,371 -466 -10%
HWM
87
Howard Wealth Management
Connecticut
$223K 4,306 – –
SPIA
88
Steward Partners Investment Advisory
New York
$220K 4,235 +1,200 +40%
AWA
89
Arete Wealth Advisors
Illinois
$219K 4,209 -372 -8%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$211K 4,062 +225 +6%
PTC
91
Private Trust Company
Ohio
$204K 3,916 – –
BMD
92
Better Money Decisions
New Mexico
$164K 3,153 +17 +0.5%
MA
93
Montag & Associates
Georgia
$160K 3,070 +17 +0.6%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$160K 3,085 +68 +2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$159K 3,051 +3,051 New
CTC
96
Central Trust Company
Missouri
$145K 2,797 +2,775 +12,614%
CF
97
Centaurus Financial
California
$131K 2,511 +14 +0.6%
AA
98
Ancora Advisors
Ohio
$107K 2,060 -250 -11%
AF
99
Advisornet Financial
Minnesota
$104K 2,007 – –
EIP
100
Ellis Investment Partners
Pennsylvania
$104K 2,006 +10 +0.5%
2 3
4
5 6