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WisdomTree US MidCap Fund

145 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
41
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PRTG
101
Post Resch Tallon Group
New York
$233K +$233K +3,750 New
Comerica Bank
102
Comerica Bank
Texas
$231K +$250 +4 +0.1%
FCI
103
Financial Counselors Inc
Kansas
$230K
PWP
104
Principle Wealth Partners
Connecticut
$219K
KWM
105
Kaydan Wealth Management
Michigan
$216K
APA
106
Astoria Portfolio Advisors
New York
$214K
DIA
107
Dana Investment Advisors
Wisconsin
$213K
TIAA Trust, National Association
108
TIAA Trust, National Association
North Carolina
$207K -$4.94K -79 -2%
RIS
109
Retirement Income Solutions
Michigan
$206K
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$202K
MA
111
Montag & Associates
Georgia
$201K +$688 +11 +0.3%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$179K +$147K +2,356 +462%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$163K -$209K -3,341 -56%
AA
114
Ancora Advisors
Ohio
$160K +$9.38K +150 +6%
DFA
115
DHJJ Financial Advisors
Illinois
$148K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$87.7K
US Bancorp
117
US Bancorp
Minnesota
$78.1K
AssetMark Inc
118
AssetMark Inc
California
$77.6K +$77.6K +1,241 New
HWM
119
Horizons Wealth Management
North Carolina
$77.1K
CAL
120
Capital Advisors Ltd
Ohio
$77K
FFL
121
Financial Freedom LLC
Ohio
$66.7K +$62 +1 +0.1%
GSWM
122
Golden State Wealth Management
California
$65.6K +$65.6K +1,050 New
WTC
123
WhitTier Trust Company
Nevada
$56.3K
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$49.1K -$3.44K -55 -7%
SWM
125
Sugarloaf Wealth Management
Georgia
$46.9K