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WisdomTree US MidCap Fund

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
101
Whittier Trust
California
$213K
DIA
102
Dana Investment Advisors
Wisconsin
$205K
PPA
103
Parametric Portfolio Associates
Washington
$205K +$1.42K +26 +0.7%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$183K +$9.6K +176 +6%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$176K +$137K +2,500 +352%
MA
106
Montag & Associates
Georgia
$169K +$438 +8 +0.3%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$167K +$328 +6 +0.2%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$142K +$96.8K +1,773 +214%
CF
109
Centaurus Financial
California
$138K +$383 +7 +0.3%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$118K -$10.8K -198 -8%
AA
111
Ancora Advisors
Ohio
$113K
EIP
112
Ellis Investment Partners
Pennsylvania
$110K +$273 +5 +0.2%
AF
113
Advisornet Financial
Minnesota
$85K -$6.97K -127 -8%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$84K +$15.8K +286 +23%
GLLW
115
Graves Light Lenhart Wealth
Virginia
$82K
Franklin Resources
116
Franklin Resources
California
$82K
CAL
117
Capital Advisors Ltd
Ohio
$67K
APA
118
American Portfolios Advisors
New York
$61.8K
CT
119
Cambridge Trust
Massachusetts
$51K +$51K +930 New
SWM
120
Sugarloaf Wealth Management
Georgia
$45K
William Blair & Company
121
William Blair & Company
Illinois
$42K
TFS
122
TrustCore Financial Services
Tennessee
$40K
EWM
123
EPG Wealth Management
Georgia
$38K -$83.5K -1,539 -69%
QC
124
Quent Capital
New York
$36K +$36K +654 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$31K