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WisdomTree US MidCap Fund

136 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
101
Ancora Advisors
Ohio
$112K 2,210
CAS
102
Coppell Advisory Solutions
Texas
$97.7K 2,010 +2,010 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$77.4K 1,525
Franklin Resources
104
Franklin Resources
California
$76.1K 1,500
HWM
105
Horizons Wealth Management
North Carolina
$70.8K 1,395
US Bancorp
106
US Bancorp
Minnesota
$63.4K 1,250
CAL
107
Capital Advisors Ltd
Ohio
$63K 1,232
FCMT
108
Founders Capital Management (Texas)
Texas
$51.9K 1,023
WTC
109
WhitTier Trust Company
Nevada
$45.7K 900
GRP
110
Global Retirement Partners
California
$45K 916
William Blair & Company
111
William Blair & Company
Illinois
$38.8K 765
SWM
112
Sugarloaf Wealth Management
Georgia
$38K 750
Citigroup
113
Citigroup
New York
$32.6K 643 +643 New
NFSG
114
Newbridge Financial Services Group
Florida
$32.1K 632
BFEC
115
Benjamin F. Edwards & Company
Missouri
$29K 575
OC
116
Oakworth Capital
Alabama
$28.1K 554
CFD
117
Creative Financial Designs
Indiana
$27.8K 547
SIS
118
Sound Income Strategies
Florida
$27.7K 545
NIC
119
Northwest Investment Counselors
Oregon
$27K 531 +1 +0.2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$26K 510
NCM
121
Northwest Capital Management
Oregon
$25.9K 510
TCOV
122
Trust Company of Vermont
Vermont
$20.3K 400
HI
123
Harbour Investments
Wisconsin
$16.5K 326 +1 +0.3%
GEA
124
Glen Eagle Advisors
New Jersey
$15.5K 306
NS
125
NBC Securities
Alabama
$14K 286 +286 New