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WisdomTree US MidCap Fund
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Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
SF
2
Synovus Financial
Georgia
$3.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
Bank of America
4
Bank of America
North Carolina
$41.2M
5
Truist Financial
5
Truist Financial
North Carolina
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
101
Financial Counselors Inc
Kansas
$211K 3,683 +3,683 New
IA
102
Insight Advisors
Pennsylvania
$204K 3,563 +3,563 New
DIA
103
Dana Investment Advisors
Wisconsin
$202K 3,516 +3,516 New
PWP
104
Principle Wealth Partners
Connecticut
$201K 3,500 +3,500 New
MA
105
Montag & Associates
Georgia
$182K 3,169 +12 +0.4%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$161K 2,806 -1,191 -30%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$142K 2,477 -210 -8%
DFA
108
DHJJ Financial Advisors
Illinois
$136K 2,370 – –
AA
109
Ancora Advisors
Ohio
$127K 2,210 – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$87.5K 1,525 – –
Franklin Resources
111
Franklin Resources
California
$86.1K 1,500 – –
US Bancorp
112
US Bancorp
Minnesota
$71.7K 1,250 – –
CAL
113
Capital Advisors Ltd
Ohio
$71K 1,232 – –
HWM
114
Horizons Wealth Management
North Carolina
$70.8K 1,233 -162 -12%
ASN
115
Advisory Services Network
Georgia
$69.9K 1,218 +1,218 New
FCMT
116
Founders Capital Management (Texas)
Texas
$58.7K 1,023 – –
WTC
117
WhitTier Trust Company
Nevada
$51.6K 900 – –
GRP
118
Global Retirement Partners
California
$49.7K 895 -21 -2%
CPA
119
Clear Point Advisors
New York
$47.6K 830 +830 New
William Blair & Company
120
William Blair & Company
Illinois
$43.9K 765 – –
SWM
121
Sugarloaf Wealth Management
Georgia
$43K 750 – –
Citigroup
122
Citigroup
New York
$36.9K 643 – –
NFSG
123
Newbridge Financial Services Group
Florida
$36.3K 632 – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$33.3K 580 +580 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$33K 575 – –
3 4
5
6 7