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WisdomTree US MidCap Fund
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Overview Fund Activity

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
–

Top Buyers

1
DC
1
Davenport & Co
Virginia
$41.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.54M
3
UBS Group
3
UBS Group
Switzerland
$41.1M
4
FG
4
Foster Group
Iowa
$1.19M
5
SF
5
Summit Financial
New Jersey
$1.17M

Top Sellers

1
LW
1
Lauer Wealth
Indiana
$2.21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.95M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.12M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.81M
5
Truist Financial
5
Truist Financial
North Carolina
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Clearstead Advisors
Ohio
$40.3K +$40.3K +652 New
NFSG
127
Newbridge Financial Services Group
Florida
$39K – – –
AF
128
Allworth Financial
California
$37.4K +$4.94K +80 +15%
OC
129
Oakworth Capital
Alabama
$34.2K – – –
CFD
130
Creative Financial Designs
Indiana
$33.8K – – –
GRP
131
Global Retirement Partners
California
$32.6K +$32.6K +528 New
QWM
132
Quaker Wealth Management
New Jersey
$28.2K +$28.2K +457 New
TCOV
133
Trust Company of Vermont
Vermont
$24.7K – – –
GEA
134
Glen Eagle Advisors
New Jersey
$18.9K – – –
NS
135
NBC Securities
Alabama
$17K – – –
GWSG
136
GPS Wealth Strategies Group
Colorado
$15.4K -$16.2K -262 -51%
AAS
137
Ameritas Advisory Services
Nebraska
$13.9K +$13.9K +225 New
BA
138
Bristlecone Advisors
Washington
$12.4K – – –
BIG
139
Brooklyn Investment Group
New York
$8.71K – – –
TPWA
140
Twin Peaks Wealth Advisors
California
$5.73K +$5.73K +89 New
BlackRock
141
BlackRock
New York
$5.56K – – –
AEPWM
142
Atlantic Edge Private Wealth Management
Florida
$2.78K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$309 +$309 +5 New
Jane Street
144
Jane Street
New York
– -$515K -8,634 Closed
BAM
145
Belpointe Asset Management
Nevada
– -$492K -8,258 Closed
NA
146
Note Advisors
New York
– -$341K -5,718 Closed
EWA
147
Exencial Wealth Advisors
Oklahoma
– -$273K -4,575 Closed
TSS
148
Two Sigma Securities
New York
– -$237K -3,977 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
– -$221K -3,705 Closed
FCI
150
Financial Counselors Inc
Kansas
– -$220K -3,683 Closed
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6
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