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WisdomTree US MidCap Fund
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Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$0
2
WA
2
Win Advisors
Florida
$0
3
SF
3
Synovus Financial
Georgia
$3.69M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Bank of America
5
Bank of America
North Carolina
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Centric Wealth Management
Illinois
$399K 7,172 +26 +0.4%
FI
77
Financial Insights
Washington
$398K 6,936 – –
Creative Planning
78
Creative Planning
Kansas
$378K 6,591 +821 +14%
MML Investors Services
79
MML Investors Services
Massachusetts
$362K 6,316 -73 -1%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$361K 6,284 – –
UL
81
Unionview LLC
Washington
$356K 6,205 +24 +0.4%
SIG
82
Sargent Investment Group
Maryland
$336K 5,860 -615 -9%
SWP
83
Stratos Wealth Partners
Ohio
$324K 5,648 -1,157 -17%
RJT
84
Raymond James Trust
Florida
$320K 5,578 -320 -5%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$320K 5,572 -92 -2%
KWM
86
Kingsview Wealth Management
Oregon
$296K 5,156 – –
Cerity Partners
87
Cerity Partners
New York
$293K 5,098 +5,098 New
CWM
88
Cornerstone Wealth Management
Missouri
$281K 4,903 +2 +0%
BWA
89
BlueChip Wealth Advisors
Georgia
$267K 4,644 +4,644 New
EWA
90
Exencial Wealth Advisors
Oklahoma
$263K 4,575 – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$253K 4,415 – –
CM
92
Capital Management
Virginia
$251K 4,374 +37 +0.9%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$250K 4,364 – –
Mariner
94
Mariner
Kansas
$237K 4,136 +4,136 New
SPIA
95
Steward Partners Investment Advisory
New York
$237K 4,128 +200 +5%
Comerica Bank
96
Comerica Bank
Texas
$229K 3,985 – –
HWM
97
Howard Wealth Management
Connecticut
$228K 3,970 -100 -2%
CPIG
98
Chicago Partners Investment Group
Illinois
$223K 3,961 +3,961 New
AWA
99
Arete Wealth Advisors
Illinois
$220K 3,836 +3,836 New
AAS
100
Avantax Advisory Services
Texas
$213K 3,706 -1,580 -30%
2 3
4
5 6