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WisdomTree US MidCap Fund

142 hedge funds and large institutions have $503M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
126
Newbridge Financial Services Group
Florida
$41.7K
OC
127
Oakworth Capital
Alabama
$36.5K
CFD
128
Creative Financial Designs
Indiana
$36.1K
QWM
129
Quaker Wealth Management
New Jersey
$30.1K
TCOV
130
Trust Company of Vermont
Vermont
$26.4K
GRP
131
Global Retirement Partners
California
$20.4K
GEA
132
Glen Eagle Advisors
New Jersey
$20.2K
NS
133
NBC Securities
Alabama
$19K
AAS
134
Ameritas Advisory Services
Nebraska
$14.9K
GWSG
135
GPS Wealth Strategies Group
Colorado
$11.2K
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K
SS
137
Sunbelt Securities
Texas
$6.59K
BlackRock
138
BlackRock
New York
$5.93K
AEPWM
139
Atlantic Edge Private Wealth Management
Florida
$2.97K
BTI
140
Blue Trust Inc
Georgia
$1.32K
SA
141
Strategic Advocates
Utah
$527
TRCT
142
Tower Research Capital (TRC)
New York
$198
SIG
143
Sargent Investment Group
Maryland
FTUS
144
Flow Traders U.S.
New York
UIM
145
Unified Investment Management
Georgia
RWP
146
Revolve Wealth Partners
New Jersey
BWA
147
BlueChip Wealth Advisors
Georgia
CA
148
Clearstead Advisors
Ohio
BA
149
Bristlecone Advisors
Washington
BIG
150
Brooklyn Investment Group
New York