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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
43
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UIM
101
Unified Investment Management
Georgia
$233K +$62 +1 +0%
RWP
102
Revolve Wealth Partners
New Jersey
$223K
BWA
103
BlueChip Wealth Advisors
Georgia
$223K
FI
104
Financial Insights
Washington
$220K
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$218K +$218K +3,523 New
PWP
106
Principle Wealth Partners
Connecticut
$216K
APA
107
Astoria Portfolio Advisors
New York
$215K +$215K +3,377 New
KWM
108
Kaydan Wealth Management
Michigan
$213K
PRTG
109
Post Resch Tallon Group
New York
$212K -$16.7K -270 -7%
Comerica Bank
110
Comerica Bank
Texas
$183K -$18K -292 -9%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$178K +$433 +7 +0.2%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$177K -$55.2K -893 -24%
AWM
113
AE Wealth Management
Kansas
$168K +$142K +2,292 +537%
AA
114
Ancora Advisors
Ohio
$158K
DFA
115
DHJJ Financial Advisors
Illinois
$146K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$86.7K
US Bancorp
117
US Bancorp
Minnesota
$77.2K
HWM
118
Horizons Wealth Management
North Carolina
$76.2K
CAL
119
Capital Advisors Ltd
Ohio
$76K
FFL
120
Financial Freedom LLC
Ohio
$66K +$62 +1 +0.1%
GSWM
121
Golden State Wealth Management
California
$64.9K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$64.4K +$29K +470 +82%
AssetMark Inc
123
AssetMark Inc
California
$62.2K +$62.2K +1,008 New
WTC
124
WhitTier Trust Company
Nevada
$55.6K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$45.8K -$2.72K -44 -6%