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WisdomTree US MidCap Fund

146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
45
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$34K +$55 +1 +0.2%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$32K
CFD
128
Creative Financial Designs
Indiana
$31K
OC
129
Oakworth Capital
Alabama
$31K +$31K +554 New
RG
130
Retirement Group
California
$29K +$112 +2 +0.4%
NIC
131
Northwest Investment Counselors
Oregon
$29K +$29K +518 New
COCM
132
Charter Oak Capital Management
New Hampshire
$27K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +480 New
AssetMark Inc
134
AssetMark Inc
California
$21K +$20.8K +371 +12,367%
HI
135
Harbour Investments
Wisconsin
$18K
GEA
136
Glen Eagle Advisors
New Jersey
$17.2K
SCA
137
Snowden Capital Advisors
New York
$14K +$14K +255 New
CWS
138
Confluence Wealth Services
Pennsylvania
$11K +$11K +200 New
US Bancorp
139
US Bancorp
Minnesota
$9K
TFP
140
Tilia Fiduciary Partners
North Carolina
$8K +$8K +148 New
SWM
141
Spire Wealth Management
Virginia
$7K
BWA
142
BDO Wealth Advisors
Florida
$5K
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$2K
RDIA
144
RE Dickinson Investment Advisors
Iowa
$2K +$2K +35 New
CP
145
Castleview Partners
Texas
$43 +$43 +2,420 New
Citadel Advisors
146
Citadel Advisors
Florida
-$1.97M -37,817 Closed
TF
147
TIAA FSB
Florida
-$789K -15,172 Closed
Bank of New York Mellon
148
Bank of New York Mellon
New York
-$476K -9,159 Closed
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
-$227K -4,371 Closed
BMD
150
Better Money Decisions
New Mexico
-$164K -3,153 Closed