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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
43
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
101
Montag & Associates
Georgia
$184K 3,189 +10 +0.3%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$158K 2,727 +375 +16%
AA
103
Ancora Advisors
Ohio
$139K 2,410
DFA
104
DHJJ Financial Advisors
Illinois
$137K 2,370
GRP
105
Global Retirement Partners
California
$126K 2,172 +1,277 +143%
Franklin Resources
106
Franklin Resources
California
$86.7K 1,500
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$81.1K 1,403 -122 -8%
HWM
108
Horizons Wealth Management
North Carolina
$74.3K 1,233
US Bancorp
109
US Bancorp
Minnesota
$72.2K 1,250
CAL
110
Capital Advisors Ltd
Ohio
$71K 1,232
FFL
111
Financial Freedom LLC
Ohio
$61.6K 1,066 +1,066 New
WTC
112
WhitTier Trust Company
Nevada
$52K 900
William Blair & Company
113
William Blair & Company
Illinois
$44.2K 765
SWM
114
Sugarloaf Wealth Management
Georgia
$43.3K 750
RIA
115
Realta Investment Advisors
Delaware
$40.5K 700
CPA
116
Clear Point Advisors
New York
$37.9K 655 +2 +0.3%
Citigroup
117
Citigroup
New York
$37.2K 643
NFSG
118
Newbridge Financial Services Group
Florida
$36.5K 632
BFEC
119
Benjamin F. Edwards & Company
Missouri
$33K 575
OC
120
Oakworth Capital
Alabama
$32K 554
CFD
121
Creative Financial Designs
Indiana
$31.6K 547
NCM
122
Northwest Capital Management
Oregon
$29.5K 510
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$29K 510
CA
124
Continuum Advisory
Idaho
$26.3K 455
TCOV
125
Trust Company of Vermont
Vermont
$23.1K 400