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WisdomTree US MidCap Fund

136 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWM
101
Horizons Wealth Management
North Carolina
$73.9K 1,395
US Bancorp
102
US Bancorp
Minnesota
$66.2K 1,250
CAL
103
Capital Advisors Ltd
Ohio
$65K 1,232
FCMT
104
Founders Capital Management (Texas)
Texas
$54.2K 1,023
GRP
105
Global Retirement Partners
California
$48.5K 916 -176 -16%
WTC
106
WhitTier Trust Company
Nevada
$47.6K 900
William Blair & Company
107
William Blair & Company
Illinois
$40.5K 765
SWM
108
Sugarloaf Wealth Management
Georgia
$39.7K 750 +1 +0.1%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$38.5K 728 +201 +38%
NFSG
110
Newbridge Financial Services Group
Florida
$33.5K 632
BFEC
111
Benjamin F. Edwards & Company
Missouri
$30K 575
IGWM
112
ICA Group Wealth Management
Colorado
$29.4K 555
OC
113
Oakworth Capital
Alabama
$29.3K 554
CFD
114
Creative Financial Designs
Indiana
$29K 547
SIS
115
Sound Income Strategies
Florida
$28.9K 545 +545 New
NIC
116
Northwest Investment Counselors
Oregon
$28K 530 +2 +0.4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$27K 510 +210 +70%
NCM
118
Northwest Capital Management
Oregon
$27K 510 +510 New
FHA
119
First Horizon Advisors
Tennessee
$22.5K 425 +2 +0.5%
TCOV
120
Trust Company of Vermont
Vermont
$21.2K 400
HI
121
Harbour Investments
Wisconsin
$17.2K 325
GEA
122
Glen Eagle Advisors
New Jersey
$16.2K 306
UB
123
UMB Bank
Missouri
$13.5K 255 +120 +89%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$13.3K 224 -1,403 -86%
CTA
125
Colonial Trust Advisors
South Carolina
$11.9K 225