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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
41
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$5.47M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.21M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
MG
3
Mather Group
Illinois
$1.56M
4
Truist Financial
4
Truist Financial
North Carolina
$29.8M
5
FIM
5
Freedom Investment Management
Connecticut
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kaydan Wealth Management
Michigan
$215K +$215K +3,450 New
DIA
102
Dana Investment Advisors
Wisconsin
$213K +$213K +3,410 New
TIAA Trust, National Association
103
TIAA Trust, National Association
North Carolina
$211K +$211K +3,389 New
APA
104
Astoria Portfolio Advisors
New York
$211K +$211K +3,377 New
KWA
105
Kingswood Wealth Advisors
California
$207K +$207K +3,323 New
RIS
106
Retirement Income Solutions
Michigan
$205K +$205K +3,291 New
BMD
107
Better Money Decisions
New Mexico
$201K +$201K +3,231 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$201K -$41.8K -670 -17%
MA
109
Montag & Associates
Georgia
$199K +$561 +9 +0.3%
AA
110
Ancora Advisors
Ohio
$150K – – –
DFA
111
DHJJ Financial Advisors
Illinois
$148K – – –
GRP
112
Global Retirement Partners
California
$135K -$249 -4 -0.2%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$87.5K – – –
US Bancorp
114
US Bancorp
Minnesota
$77.9K – – –
CAL
115
Capital Advisors Ltd
Ohio
$77K – – –
HWM
116
Horizons Wealth Management
North Carolina
$76.9K – – –
FFL
117
Financial Freedom LLC
Ohio
$66.5K – – –
NB
118
NBT Bank
New York
$65.9K +$65.9K +1,288 New
WTC
119
WhitTier Trust Company
Nevada
$56.1K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$52.4K +$35.1K +563 +203%
William Blair & Company
121
William Blair & Company
Illinois
$47.7K – – –
SWM
122
Sugarloaf Wealth Management
Georgia
$46.7K – – –
CPA
123
Clear Point Advisors
New York
$41K +$125 +2 +0.3%
Citigroup
124
Citigroup
New York
$40.1K – – –
NFSG
125
Newbridge Financial Services Group
Florida
$39.4K – – –
3 4
5
6 7