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WisdomTree US MidCap Fund

133 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K
SIG
77
Sargent Investment Group
Maryland
$322K
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$314K +$1.44K +29 +0.5%
UL
79
Unionview LLC
Washington
$305K +$796 +16 +0.3%
RJT
80
Raymond James Trust
Florida
$272K -$129K -2,587 -32%
KWM
81
Kingsview Wealth Management
Oregon
$256K
MCWS
82
McKinley Carter Wealth Services
West Virginia
$250K -$2.04K -41 -0.8%
CWM
83
Cornerstone Wealth Management
Missouri
$244K +$244K +4,896 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$243K +$36.1K +725 +17%
AAS
85
Avantax Advisory Services
Texas
$240K -$13.9K -279 -5%
EWA
86
Exencial Wealth Advisors
Oklahoma
$228K
AWA
87
Arkadios Wealth Advisors
Georgia
$213K -$9.85K -198 -4%
HWM
88
Howard Wealth Management
Connecticut
$202K +$202K +4,070 New
IWM
89
IHT Wealth Management
Illinois
$201K +$201K +4,042 New
SPIA
90
Steward Partners Investment Advisory
New York
$195K +$9.6K +193 +5%
MA
91
Montag & Associates
Georgia
$156K +$398 +8 +0.3%
WT
92
Whittier Trust
California
$149K -$83.6K -1,680 -36%
AA
93
Ancora Advisors
Ohio
$110K +$7.46K +150 +7%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$80.9K -$945 -19 -1%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$75.9K
Franklin Resources
96
Franklin Resources
California
$74.6K
HWM
97
Horizons Wealth Management
North Carolina
$69.4K
ASN
98
Advisory Services Network
Georgia
$67.8K +$67.8K +1,363 New
US Bancorp
99
US Bancorp
Minnesota
$62.2K -$8.36K -168 -12%
CAL
100
Capital Advisors Ltd
Ohio
$61K