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WisdomTree US MidCap Fund

139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 145139 (-6)

16% less capital invested

Capital invested by funds: $492M → $415M (-$76.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $27K

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$27K
Net Calls
Net Calls Change

Top Sellers

1 -$36.1M
2 -$10.7M
3 -$4.23M
4
FWTB
First Western Trust Bank
Colorado
-$3.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PRTG
101
Post Resch Tallon Group
New York
$220K
FCI
102
Financial Counselors Inc
Kansas
$220K
RWP
103
Revolve Wealth Partners
New Jersey
$216K
BWA
104
BlueChip Wealth Advisors
Georgia
$215K
FI
105
Financial Insights
Washington
$212K
PWP
106
Principle Wealth Partners
Connecticut
$209K
KWM
107
Kaydan Wealth Management
Michigan
$206K
DIA
108
Dana Investment Advisors
Wisconsin
$203K
Comerica Bank
109
Comerica Bank
Texas
$194K
MA
110
Montag & Associates
Georgia
$192K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$171K
AA
112
Ancora Advisors
Ohio
$153K
DFA
113
DHJJ Financial Advisors
Illinois
$141K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$83.6K
US Bancorp
115
US Bancorp
Minnesota
$74.5K
HWM
116
Horizons Wealth Management
North Carolina
$73.5K
CAL
117
Capital Advisors Ltd
Ohio
$73K
FFL
118
Financial Freedom LLC
Ohio
$63.6K
GSWM
119
Golden State Wealth Management
California
$62.6K
WTC
120
WhitTier Trust Company
Nevada
$53.6K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$46.8K
NFSG
122
Newbridge Financial Services Group
Florida
$37.7K
Jones Financial Companies
123
Jones Financial Companies
Missouri
$33.9K
OC
124
Oakworth Capital
Alabama
$33K
CFD
125
Creative Financial Designs
Indiana
$32.6K