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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
43
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
76
Bragg Financial Advisors
North Carolina
$435K +$435K +7,042 New
TFG
77
Team Financial Group
California
$432K -$86.4K -1,399 -17%
CAM
78
Cresset Asset Management
Illinois
$431K
BPA
79
Beacon Pointe Advisors
California
$428K
William Blair & Company
80
William Blair & Company
Illinois
$421K -$10.7K -174 -2%
IRC
81
Investors Research Corp
Georgia
$414K -$3.58K -58 -0.9%
AWA
82
Amplius Wealth Advisors
Pennsylvania
$411K +$411K +6,650 New
WANY
83
Wealthspire Advisors (New York)
New York
$409K -$7.47K -121 -2%
FTUS
84
Flow Traders U.S.
New York
$404K +$404K +6,543 New
DIA
85
Dana Investment Advisors
Wisconsin
$399K +$189K +3,052 +90%
Stifel Financial
86
Stifel Financial
Missouri
$391K -$86.9K -1,406 -18%
MMA
87
Miracle Mile Advisors
California
$391K +$391K +6,329 New
MML Investors Services
88
MML Investors Services
Massachusetts
$381K +$82.6K +1,336 +28%
SAM
89
S.A. Mason
Michigan
$376K
CWM
90
Cornerstone Wealth Management
Missouri
$353K +$70.7K +1,145 +25%
NA
91
NewEdge Advisors
Louisiana
$343K -$94.3K -1,527 -22%
KWM
92
Kingsview Wealth Management
Oregon
$312K
CM
93
Capital Management
Virginia
$291K +$7.54K +122 +3%
VC
94
Vicus Capital
Pennsylvania
$283K -$76.6K -1,241 -21%
HWM
95
Howard Wealth Management
Connecticut
$275K
Mariner
96
Mariner
Kansas
$272K +$38K +615 +16%
SG
97
Stanich Group
New York
$262K
MCWS
98
McKinley Carter Wealth Services
West Virginia
$260K
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$259K
MT
100
Midwest Trust
Kansas
$250K +$250K +4,044 New