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WisdomTree US MidCap Fund

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
101
Graves Light Lenhart Wealth
Virginia
$76K
CAL
102
Capital Analysts LLC
Pennsylvania
$74K +$74K +1,451 New
CFO
103
CVA Family Office
Colorado
$73K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$63K
CAL
105
Capital Advisors Ltd
Ohio
$63K
APA
106
American Portfolios Advisors
New York
$57.6K
EP
107
Eudaimonia Partners
Tennessee
$53K
FHA
108
First Horizon Advisors
Tennessee
$40K
William Blair & Company
109
William Blair & Company
Illinois
$39K -$40.7K -798 -51%
TFS
110
TrustCore Financial Services
Tennessee
$37K
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$36K
AWM
112
Avior Wealth Management
Nebraska
$31K +$31K +612 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$29K
CFD
114
Creative Financial Designs
Indiana
$28K
GWSG
115
GPS Wealth Strategies Group
Colorado
$27K +$27K +535 New
RG
116
Retirement Group
California
$26K +$51 +1 +0.2%
NIC
117
Northwest Investment Counselors
Oregon
$26K +$26K +512 New
COCM
118
Charter Oak Capital Management
New Hampshire
$24K
SFS
119
Sowell Financial Services
Arkansas
$24K
HI
120
Harbour Investments
Wisconsin
$17K +$17K +325 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$16K
GEA
122
Glen Eagle Advisors
New Jersey
$15.6K
US Bancorp
123
US Bancorp
Minnesota
$9K
SBL
124
Sargent Bickham Lagudis
Colorado
$9K +$9K +185 New
JPLA
125
Joseph P. Lucia & Associates
New York
$8K