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WisdomTree US MidCap Fund
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Overview Fund Activity

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$9.95M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.11M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.6M
5
Bank of America
5
Bank of America
North Carolina
$27.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$49.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M
3
3LCM
3
3D/L Capital Management
Connecticut
$25.6M
4
AW
4
ACG Wealth
Georgia
$4.82M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
126
Ranch Capital Advisors
Florida
– – -58 Closed
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$2K 40 – –
CP
128
Castleview Partners
Texas
$2K 43 +43 New
CTC
129
Central Trust Company
Missouri
$1K 22 +22 New
APW
130
Aurora Private Wealth
New Jersey
– – -11,272 Closed
WANY
131
Wealthspire Advisors (New York)
New York
– – -8,105 Closed
WCAMG
132
Woodard & Company Asset Management Group
North Carolina
– – -7,631 Closed
EWM
133
Evercore Wealth Management
New York
– – -5,020 Closed
QCM
134
Quest Capital Management
Texas
– – -4,736 Closed
FAIM
135
Financial Advocates Investment Management
Washington
– – -4,352 Closed
CAL
136
Capital Analysts LLC
Pennsylvania
– – -1,451 Closed
EP
137
Eudaimonia Partners
Tennessee
– – -1,034 Closed
AWM
138
Avior Wealth Management
Nebraska
– – -612 Closed
NIC
139
Northwest Investment Counselors
Oregon
– – -512 Closed
SFS
140
Sowell Financial Services
Arkansas
– – -450 Closed
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
– – -323 Closed
SBL
142
Sargent Bickham Lagudis
Colorado
– – -185 Closed
GI
143
Gradient Investments
Minnesota
– – -48 Closed
WPA
144
West Paces Advisors
Georgia
– – -40 Closed
DWP
145
Destiny Wealth Partners
Florida
– – -4 Closed
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
– – – –
AssetMark Inc
147
AssetMark Inc
California
$0 3 – –
CFGS
148
Concourse Financial Group Securities
Alabama
– – – –
IA
149
IFP Advisors
Florida
– – – –
2 3 4 5
6