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WisdomTree US MidCap Fund
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Overview Fund Activity

136 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$6.69M
2
UBS Group
2
UBS Group
Switzerland
$39.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.06M
4
CWA
4
CM Wealth Advisors
Ohio
$1.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$44.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$342K
3
Morgan Stanley
3
Morgan Stanley
New York
$25.7M
4
CTC
4
Central Trust Company
Missouri
$1.76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$432K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$352K 6,640 – –
MML Investors Services
77
MML Investors Services
Massachusetts
$349K 6,589 +2 +0%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K 6,484 – –
SIG
79
Sargent Investment Group
Maryland
$343K 6,475 – –
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$342K 6,459 -87,187 -93%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$341K 6,448 +138 +2%
UL
82
Unionview LLC
Washington
$326K 6,159 +22 +0.4%
RJT
83
Raymond James Trust
Florida
$312K 5,898 +434 +8%
KWM
84
Kingsview Wealth Management
Oregon
$273K 5,156 – –
IA
85
Insight Advisors
Pennsylvania
$260K 4,919 -4,803 -49%
CWM
86
Cornerstone Wealth Management
Missouri
$259K 4,898 +2 +0%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$259K 4,895 – –
AAS
88
Avantax Advisory Services
Texas
$258K 4,865 +43 +0.9%
EWA
89
Exencial Wealth Advisors
Oklahoma
$242K 4,575 – –
MCWS
90
McKinley Carter Wealth Services
West Virginia
$231K 4,364 -657 -13%
CM
91
Capital Management
Virginia
$229K 4,334 +4,334 New
HWM
92
Howard Wealth Management
Connecticut
$215K 4,070 – –
SPIA
93
Steward Partners Investment Advisory
New York
$208K 3,928 – –
AWA
94
Arete Wealth Advisors
Illinois
$205K 3,875 +3,875 New
MA
95
Montag & Associates
Georgia
$167K 3,146 +12 +0.4%
BAM
96
Bosun Asset Management
Illinois
$159K 3,000 +3,000 New
WT
97
Whittier Trust
California
$159K 3,000 – –
AA
98
Ancora Advisors
Ohio
$117K 2,210 – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$80.7K 1,525 – –
Franklin Resources
100
Franklin Resources
California
$79.4K 1,500 – –
2 3
4
5 6