EZM icon

WisdomTree US MidCap Fund

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GLLW
101
Graves Light Lenhart Wealth
Virginia
$79K 1,500
Franklin Resources
102
Franklin Resources
California
$79K 1,500
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$65K 1,239
CAL
104
Capital Advisors Ltd
Ohio
$65K 1,232
APA
105
American Portfolios Advisors
New York
$59.3K 1,131
SWM
106
Sugarloaf Wealth Management
Georgia
$43K 827
William Blair & Company
107
William Blair & Company
Illinois
$40K 765
TFS
108
TrustCore Financial Services
Tennessee
$38K 725
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$37K 711
FHA
110
First Horizon Advisors
Tennessee
$31K 610 -187 -23%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$30K 575
CFD
112
Creative Financial Designs
Indiana
$29K 547
GWSG
113
GPS Wealth Strategies Group
Colorado
$28K 535
RG
114
Retirement Group
California
$27K 515 +2 +0.4%
COCM
115
Charter Oak Capital Management
New Hampshire
$25K 472
Barclays
116
Barclays
United Kingdom
$19K 358 +358 New
HI
117
Harbour Investments
Wisconsin
$17K 325
GEA
118
Glen Eagle Advisors
New Jersey
$16K 306
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$16K 303 +303 New
US Bancorp
120
US Bancorp
Minnesota
$9K 168
JPLA
121
Joseph P. Lucia & Associates
New York
$8K 150
Fidelity Investments
122
Fidelity Investments
Massachusetts
$7K 132 +21 +19%
SWM
123
Spire Wealth Management
Virginia
$7K 125 +125 New
BWA
124
BDO Wealth Advisors
Florida
$5K 90
JGIA
125
Jackson Grant Investment Advisers
Connecticut
$4K 81