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WisdomTree US MidCap Fund
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Overview Fund Activity

136 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.1M
2
WA
2
Win Advisors
Florida
$11.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.23M
4
SF
4
Synovus Financial
Georgia
$6.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.4M
2
Truist Financial
2
Truist Financial
North Carolina
$28.6M
3
CWA
3
CM Wealth Advisors
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M
5
3LCM
5
3D/L Capital Management
Connecticut
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
76
Financial Insights
Washington
$330K 6,936 – –
SIG
77
Sargent Investment Group
Maryland
$329K 6,475 – –
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$327K 6,440 -8 -0.1%
MML Investors Services
79
MML Investors Services
Massachusetts
$324K 6,389 -200 -3%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$319K 6,284 -200 -3%
UL
81
Unionview LLC
Washington
$314K 6,181 +22 +0.4%
RJT
82
Raymond James Trust
Florida
$299K 5,898 – –
Creative Planning
83
Creative Planning
Kansas
$293K 5,770 -870 -13%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$287K 5,664 +5,664 New
Stifel Financial
85
Stifel Financial
Missouri
$285K 5,609 -6,433 -53%
AAS
86
Avantax Advisory Services
Texas
$268K 5,286 +421 +9%
FTUS
87
Flow Traders U.S.
New York
$262K 5,159 +5,159 New
KWM
88
Kingsview Wealth Management
Oregon
$262K 5,156 – –
CWM
89
Cornerstone Wealth Management
Missouri
$249K 4,901 +3 +0.1%
EWA
90
Exencial Wealth Advisors
Oklahoma
$232K 4,575 – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$224K 4,415 -480 -10%
MCWS
92
McKinley Carter Wealth Services
West Virginia
$221K 4,364 – –
CM
93
Capital Management
Virginia
$220K 4,337 +3 +0.1%
HWM
94
Howard Wealth Management
Connecticut
$207K 4,070 – –
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$203K 3,997 +3,773 +1,684%
Comerica Bank
96
Comerica Bank
Texas
$202K 3,985 +3,985 New
SPIA
97
Steward Partners Investment Advisory
New York
$199K 3,928 – –
MA
98
Montag & Associates
Georgia
$160K 3,157 +11 +0.3%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$136K 2,687 +1,959 +269%
DFA
100
DHJJ Financial Advisors
Illinois
$120K 2,370 +2,370 New
2 3
4
5 6