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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
41
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
76
S.A. Mason
Michigan
$441K
IRC
77
Investors Research Corp
Georgia
$435K -$198K -3,171 -31%
FI
78
Financial Insights
Washington
$432K
WANY
79
Wealthspire Advisors (New York)
New York
$429K -$19.4K -311 -4%
VC
80
Vicus Capital
Pennsylvania
$421K -$15.8K -254 -4%
BPA
81
Beacon Pointe Advisors
California
$401K
MML Investors Services
82
MML Investors Services
Massachusetts
$398K +$12.6K +202 +3%
UL
83
Unionview LLC
Washington
$390K +$1.12K +18 +0.3%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$371K +$201K +3,224 +118%
SIG
85
Sargent Investment Group
Maryland
$356K
RJT
86
Raymond James Trust
Florida
$348K
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$334K -$16.7K -268 -5%
KWM
88
Kingsview Wealth Management
Oregon
$315K -$5.24K -84 -2%
CWM
89
Cornerstone Wealth Management
Missouri
$304K -$1.5K -24 -0.5%
EWA
90
Exencial Wealth Advisors
Oklahoma
$285K
HWM
91
Howard Wealth Management
Connecticut
$278K +$19K +305 +7%
BWA
92
BlueChip Wealth Advisors
Georgia
$273K -$22.4K -360 -8%
CM
93
Capital Management
Virginia
$273K
MCWS
94
McKinley Carter Wealth Services
West Virginia
$272K
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$261K
CPIG
96
Chicago Partners Investment Group
Illinois
$248K +$683 +11 +0.3%
Mariner
97
Mariner
Kansas
$237K
Comerica Bank
98
Comerica Bank
Texas
$230K -$20.1K -322 -8%
FCI
99
Financial Counselors Inc
Kansas
$230K
PWP
100
Principle Wealth Partners
Connecticut
$218K