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WisdomTree US MidCap Fund
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Overview Fund Activity

146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
45
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.5M
2
CTC
2
Central Trust Company
Missouri
$4.73M
3
TF
3
Theory Financial
Colorado
$3.84M
4
UBS Group
4
UBS Group
Switzerland
$39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.34M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$6.47M
3
PAG
3
Private Advisor Group
New Jersey
$4.49M
4
Truist Financial
4
Truist Financial
North Carolina
$43.5M
5
NFC
5
Northeast Financial Consultants
Connecticut
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
76
McKinley Carter Wealth Services
West Virginia
$396K 7,034 -1,801 -20%
MFW
77
Meristem Family Wealth
Minnesota
$393K 6,975 – –
FI
78
Financial Insights
Washington
$390K 6,936 – –
WA
79
Win Advisors
Florida
$367K 6,513 +6,513 New
NGA
80
Naples Global Advisors
Florida
$367K 6,525 +6,525 New
UL
81
Unionview LLC
Washington
$343K 6,091 +6,091 New
CWM
82
Cornerstone Wealth Management
Missouri
$302K 5,318 -317 -6%
TRCT
83
Tower Research Capital (TRC)
New York
$296K 5,259 -9,540 -64%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$288K 5,124 +1,062 +26%
BRWA
85
B. Riley Wealth Advisors
Florida
$277K 4,912 +366 +8%
VWA
86
V Wealth Advisors
Kansas
$275K 4,878 +4,878 New
AAS
87
Avantax Advisory Services
Texas
$268K 4,764 +178 +4%
SWM
88
SeaCrest Wealth Management
New York
$260K 4,619 – –
EWA
89
Exencial Wealth Advisors
Oklahoma
$257K 4,575 +4,575 New
Betterment LLC
90
Betterment LLC
New York
$252K 4,485 -4,194 -48%
CAN
91
Cetera Advisor Networks
California
$252K 4,485 -186 -4%
KWM
92
Kingsview Wealth Management
Oregon
$250K 4,450 -15,412 -78%
JWCA
93
J.W. Cole Advisors
Florida
$248K 4,406 +4,406 New
HIS
94
Harvest Investment Services
Illinois
$244K 4,344 -9,122 -68%
HWM
95
Howard Wealth Management
Connecticut
$240K 4,270 -36 -0.8%
SPIA
96
Steward Partners Investment Advisory
New York
$238K 4,235 – –
AWA
97
Arete Wealth Advisors
Illinois
$235K 4,147 -62 -1%
SF
98
SBK Financial
Virginia
$225K 3,990 +3,990 New
PTC
99
Private Trust Company
Ohio
$220K 3,916 – –
WT
100
Whittier Trust
California
$219K 3,900 +3,900 New
2 3
4
5 6