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WisdomTree US MidCap Fund

146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
45
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DIA
101
Dana Investment Advisors
Wisconsin
$211K 3,742 +3,742 New
PPA
102
Parametric Portfolio Associates
Washington
$210K 3,730 +3,730 New
OFG
103
Oxford Financial Group
Indiana
$203K 3,600 +3,600 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$202K 3,594 +3,594 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$179K 3,178 +93 +3%
MA
106
Montag & Associates
Georgia
$173K 3,077 +7 +0.2%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$172K 3,051
CFO
108
CVA Family Office
Colorado
$164K 2,917 +1,490 +104%
CF
109
Centaurus Financial
California
$142K 2,517 +6 +0.2%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$133K 2,361 +1,396 +145%
EWM
111
EPG Wealth Management
Georgia
$126K 2,239 +583 +35%
AA
112
Ancora Advisors
Ohio
$116K 2,060
EIP
113
Ellis Investment Partners
Pennsylvania
$113K 2,012 +6 +0.3%
AF
114
Advisornet Financial
Minnesota
$94K 1,675 -332 -17%
Franklin Resources
115
Franklin Resources
California
$84K 1,500
GLLW
116
Graves Light Lenhart Wealth
Virginia
$84K 1,500
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$70K 1,239
CAL
118
Capital Advisors Ltd
Ohio
$69K 1,232
APA
119
American Portfolios Advisors
New York
$63.7K 1,131
TSWM
120
Tyler-Stone Wealth Management
Ohio
$51K 915 +915 New
SWM
121
Sugarloaf Wealth Management
Georgia
$47K 827
Fidelity Investments
122
Fidelity Investments
Massachusetts
$47K 829 +171 +26%
William Blair & Company
123
William Blair & Company
Illinois
$43K 765
TFS
124
TrustCore Financial Services
Tennessee
$41K 725
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$40K 711