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WisdomTree US MidCap Fund

133 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$52.6K
FCMT
102
Founders Capital Management (Texas)
Texas
$51K +$51K +1,023 New
WTC
103
WhitTier Trust Company
Nevada
$44.8K +$44.8K +900 New
William Blair & Company
104
William Blair & Company
Illinois
$38.1K
SWM
105
Sugarloaf Wealth Management
Georgia
$37.3K -$50 -1 -0.1%
EWM
106
EPG Wealth Management
Georgia
$37.1K +$5.27K +106 +17%
NFSG
107
Newbridge Financial Services Group
Florida
$31.4K
BFEC
108
Benjamin F. Edwards & Company
Missouri
$29K
IGWM
109
ICA Group Wealth Management
Colorado
$27.6K
OC
110
Oakworth Capital
Alabama
$27.6K
CFD
111
Creative Financial Designs
Indiana
$27.2K
NIC
112
Northwest Investment Counselors
Oregon
$26.2K +$99 +2 +0.4%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$26.2K -$2.24K -45 -8%
RG
114
Retirement Group
California
$24K +$50 +1 +0.2%
FHA
115
First Horizon Advisors
Tennessee
$21.1K +$50 +1 +0.2%
TCOV
116
Trust Company of Vermont
Vermont
$19.9K +$19.9K +400 New
AF
117
Advisornet Financial
Minnesota
$17.7K -$32.1K -646 -65%
BA
118
Bristlecone Advisors
Washington
$16.4K +$16.4K +330 New
HI
119
Harbour Investments
Wisconsin
$16.2K
GEA
120
Glen Eagle Advisors
New Jersey
$15.2K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$15K
CTA
122
Colonial Trust Advisors
South Carolina
$11.2K
AAS
123
Ameritas Advisory Services
Nebraska
$10.9K +$10.9K +218 New
RFA
124
Register Financial Advisors
Georgia
$9.95K
TFP
125
Tilia Fiduciary Partners
North Carolina
$7.58K