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WisdomTree US MidCap Fund

142 hedge funds and large institutions have $503M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$231K
KWM
102
Kaydan Wealth Management
Michigan
$227K
PRTG
103
Post Resch Tallon Group
New York
$227K
APA
104
Astoria Portfolio Advisors
New York
$223K
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$212K
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$208K
SWM
107
SeaCrest Wealth Management
New York
$207K
AFG
108
ABLE Financial Group
Arizona
$203K
Comerica Bank
109
Comerica Bank
Texas
$194K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$191K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$190K
AA
112
Ancora Advisors
Ohio
$169K
DFA
113
DHJJ Financial Advisors
Illinois
$156K
US Bancorp
114
US Bancorp
Minnesota
$129K
Jones Financial Companies
115
Jones Financial Companies
Missouri
$128K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$89.2K
HWM
117
Horizons Wealth Management
North Carolina
$81.3K
CAL
118
Capital Advisors Ltd
Ohio
$81K
ASN
119
Advisory Services Network
Georgia
$73.4K
FFL
120
Financial Freedom LLC
Ohio
$70.4K
GSWM
121
Golden State Wealth Management
California
$69.2K
AssetMark Inc
122
AssetMark Inc
California
$66.4K
WTC
123
WhitTier Trust Company
Nevada
$59.8K
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$48.8K
AWM
125
AE Wealth Management
Kansas
$47.4K