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WisdomTree US MidCap Fund

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
76
McKinley Carter Wealth Services
West Virginia
$385K -$55 -1 -0%
MFW
77
Meristem Family Wealth
Minnesota
$381K
FI
78
Financial Insights
Washington
$379K
UL
79
Unionview LLC
Washington
$333K
Citigroup
80
Citigroup
New York
$332K -$80.8K -1,478 -20%
TSWM
81
Tyler-Stone Wealth Management
Ohio
$332K +$282K +5,154 +563%
CFO
82
CVA Family Office
Colorado
$321K +$161K +2,945 +101%
CWM
83
Cornerstone Wealth Management
Missouri
$282K -$8.69K -159 -3%
AAS
84
Avantax Advisory Services
Texas
$277K +$15.5K +282 +6%
VWA
85
V Wealth Advisors
Kansas
$270K +$3.5K +64 +1%
BRWA
86
B. Riley Wealth Advisors
Florida
$257K -$12.2K -223 -5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$252K -$28.7K -524 -10%
EWA
88
Exencial Wealth Advisors
Oklahoma
$250K
CAN
89
Cetera Advisor Networks
California
$244K -$819 -15 -0.3%
NGA
90
Naples Global Advisors
Florida
$243K -$114K -2,081 -32%
SWM
91
SeaCrest Wealth Management
New York
$242K -$11K -200 -4%
KWM
92
Kingsview Wealth Management
Oregon
$241K -$2.3K -42 -0.9%
JWCA
93
J.W. Cole Advisors
Florida
$241K
SOS
94
Silver Oak Securities
Tennessee
$240K +$240K +4,501 New
HIS
95
Harvest Investment Services
Illinois
$237K +$55 +1 +0%
TRCT
96
Tower Research Capital (TRC)
New York
$233K -$54.4K -995 -19%
HWM
97
Howard Wealth Management
Connecticut
$233K
SPIA
98
Steward Partners Investment Advisory
New York
$232K
AWA
99
Arete Wealth Advisors
Illinois
$223K -$4.16K -76 -2%
SF
100
SBK Financial
Virginia
$218K