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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
43
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.77M
2
DC
2
Davenport & Co
Virginia
$28.4M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$962K
4
IC
4
IEQ Capital
California
$11.9M
5
PAG
5
Private Advisor Group
New Jersey
$10.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$52.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.98M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
CWA
5
CM Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$405K 7,004 -202 -3%
FI
77
Financial Insights
Washington
$401K 6,936 – –
BPA
78
Beacon Pointe Advisors
California
$371K 6,427 -2,200 -26%
UL
79
Unionview LLC
Washington
$361K 6,244 +21 +0.3%
MML Investors Services
80
MML Investors Services
Massachusetts
$357K 6,185 -65 -1%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$352K 6,084 -200 -3%
SIG
82
Sargent Investment Group
Maryland
$330K 5,705 – –
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$325K 5,625 +555 +11%
RJT
84
Raymond James Trust
Florida
$322K 5,578 – –
KWM
85
Kingsview Wealth Management
Oregon
$297K 5,133 -23 -0.4%
CWM
86
Cornerstone Wealth Management
Missouri
$284K 4,907 +2 +0%
BWA
87
BlueChip Wealth Advisors
Georgia
$274K 4,747 +103 +2%
EWA
88
Exencial Wealth Advisors
Oklahoma
$264K 4,575 – –
CM
89
Capital Management
Virginia
$253K 4,383 +18 +0.4%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$252K 4,364 – –
CPIG
91
Chicago Partners Investment Group
Illinois
$247K 3,985 +13 +0.3%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$242K 4,191 +4,191 New
HWM
93
Howard Wealth Management
Connecticut
$240K 4,150 +180 +5%
Comerica Bank
94
Comerica Bank
Texas
$232K 4,013 – –
SWP
95
Stratos Wealth Partners
Ohio
$229K 3,965 -1,044 -21%
HF
96
HRT Financial
New York
$226K 3,925 +3,925 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$225K 3,900 +38 +1%
Mariner
98
Mariner
Kansas
$220K 3,799 +3,799 New
FCI
99
Financial Counselors Inc
Kansas
$213K 3,683 – –
PWP
100
Principle Wealth Partners
Connecticut
$202K 3,500 – –
2 3
4
5 6