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WisdomTree US MidCap Fund

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWM
101
EPG Wealth Management
Georgia
$86K 1,656 +1,656 New
GLLW
102
Graves Light Lenhart Wealth
Virginia
$78K 1,500
Franklin Resources
103
Franklin Resources
California
$78K 1,500
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$64K 1,239
CAL
105
Capital Advisors Ltd
Ohio
$64K 1,232
APA
106
American Portfolios Advisors
New York
$58.8K 1,131
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$50K 965 +662 +218%
CFO
108
CVA Family Office
Colorado
$49K 1,427 -935 -40%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$48K 834 +834 New
SWM
110
Sugarloaf Wealth Management
Georgia
$43K 827
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$41K 797 +797 New
William Blair & Company
112
William Blair & Company
Illinois
$40K 765
TFS
113
TrustCore Financial Services
Tennessee
$38K 725
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$37K 711
Fidelity Investments
115
Fidelity Investments
Massachusetts
$34K 658 +526 +398%
FHA
116
First Horizon Advisors
Tennessee
$31K 613 +3 +0.5%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$30K 575
CFD
118
Creative Financial Designs
Indiana
$28K 547
RG
119
Retirement Group
California
$27K 517 +2 +0.4%
COCM
120
Charter Oak Capital Management
New Hampshire
$25K 472
Barclays
121
Barclays
United Kingdom
$20K 383 +25 +7%
HI
122
Harbour Investments
Wisconsin
$17K 325
GEA
123
Glen Eagle Advisors
New Jersey
$15.9K 306
US Bancorp
124
US Bancorp
Minnesota
$9K 168
JPLA
125
Joseph P. Lucia & Associates
New York
$8K 150