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WisdomTree US MidCap Fund
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Overview Fund Activity

152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.6M
2
SPIA
2
Steward Partners Investment Advisory
New York
$6.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.3M
4
DC
4
Davenport & Co
Virginia
$28.8M
5
CA
5
Cetera Advisors
Colorado
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$9.45M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.8M
4
Bank of America
4
Bank of America
North Carolina
$36.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$440K 7,206 -363 -5%
WANY
77
Wealthspire Advisors (New York)
New York
$439K 7,195 – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$435K 7,123 +108 +2%
SAM
79
S.A. Mason
Michigan
$432K 7,079 -1,000 -12%
CAM
80
Cresset Asset Management
Illinois
$426K 6,975 – –
FI
81
Financial Insights
Washington
$423K 6,936 – –
CWM
82
Centric Wealth Management
Illinois
$412K 7,191 +19 +0.3%
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$383K 6,284 – –
MML Investors Services
84
MML Investors Services
Massachusetts
$381K 6,250 -66 -1%
UL
85
Unionview LLC
Washington
$380K 6,223 +18 +0.3%
SIG
86
Sargent Investment Group
Maryland
$348K 5,705 -155 -3%
RJT
87
Raymond James Trust
Florida
$340K 5,578 – –
KWM
88
Kingsview Wealth Management
Oregon
$315K 5,156 – –
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$309K 5,070 -502 -9%
SWP
90
Stratos Wealth Partners
Ohio
$306K 5,009 -639 -11%
CWM
91
Cornerstone Wealth Management
Missouri
$299K 4,905 +2 +0%
BWA
92
BlueChip Wealth Advisors
Georgia
$283K 4,644 – –
EWA
93
Exencial Wealth Advisors
Oklahoma
$279K 4,575 – –
CM
94
Capital Management
Virginia
$266K 4,365 -9 -0.2%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$266K 4,364 – –
Comerica Bank
96
Comerica Bank
Texas
$245K 4,013 +28 +0.7%
HWM
97
Howard Wealth Management
Connecticut
$242K 3,970 – –
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$236K 3,862 -553 -13%
CPIG
99
Chicago Partners Investment Group
Illinois
$231K 3,972 +11 +0.3%
FCI
100
Financial Counselors Inc
Kansas
$225K 3,683 – –
2 3
4
5 6