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WisdomTree US MidCap Fund
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Overview Fund Activity

152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.6M
2
SPIA
2
Steward Partners Investment Advisory
New York
$6.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.3M
4
DC
4
Davenport & Co
Virginia
$28.8M
5
CA
5
Cetera Advisors
Colorado
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$9.45M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.8M
4
Bank of America
4
Bank of America
North Carolina
$36.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$225K 3,679 -27 -0.7%
DIA
102
Dana Investment Advisors
Wisconsin
$215K 3,516 – –
PWP
103
Principle Wealth Partners
Connecticut
$214K 3,500 – –
KWM
104
Kaydan Wealth Management
Michigan
$211K 3,450 +3,450 New
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$207K 3,389 +3,389 New
Bank of New York Mellon
106
Bank of New York Mellon
New York
$206K 3,383 -22,073 -87%
IA
107
Insight Advisors
Pennsylvania
$202K 3,316 -247 -7%
RIS
108
Retirement Income Solutions
Michigan
$201K 3,291 +3,291 New
MA
109
Montag & Associates
Georgia
$194K 3,179 +10 +0.3%
AA
110
Ancora Advisors
Ohio
$147K 2,410 +200 +9%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$145K 2,379 -427 -15%
DFA
112
DHJJ Financial Advisors
Illinois
$145K 2,370 – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$144K 2,352 -125 -5%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$93.1K 1,525 – –
Franklin Resources
115
Franklin Resources
California
$91.5K 1,500 – –
US Bancorp
116
US Bancorp
Minnesota
$76.3K 1,250 – –
CAL
117
Capital Advisors Ltd
Ohio
$75K 1,232 – –
HWM
118
Horizons Wealth Management
North Carolina
$70.8K 1,233 – –
WTC
119
WhitTier Trust Company
Nevada
$54.9K 900 – –
GRP
120
Global Retirement Partners
California
$54.6K 895 – –
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$53.7K 880 +880 New
William Blair & Company
122
William Blair & Company
Illinois
$46.7K 765 – –
SWM
123
Sugarloaf Wealth Management
Georgia
$45.8K 750 – –
RIA
124
Realta Investment Advisors
Delaware
$42.7K 700 +700 New
CPA
125
Clear Point Advisors
New York
$39.8K 653 -177 -21%
3 4
5
6 7