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WisdomTree US MidCap Fund

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$30K
OC
127
Oakworth Capital
Alabama
$30K
MCC
128
Money Concepts Capital
Florida
$30K +$30K +540 New
RG
129
Retirement Group
California
$28K +$54 +1 +0.2%
NIC
130
Northwest Investment Counselors
Oregon
$28K +$54 +1 +0.2%
COCM
131
Charter Oak Capital Management
New Hampshire
$26K
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$18K +$15.9K +300 +750%
T
133
TCWP
Ohio
$17K +$17K +311 New
GEA
134
Glen Eagle Advisors
New Jersey
$16.7K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$16K -$9.6K -180 -38%
US Bancorp
136
US Bancorp
Minnesota
$9K
GI
137
Gradient Investments
Minnesota
$9K +$9K +172 New
TFP
138
Tilia Fiduciary Partners
North Carolina
$8K
JPLA
139
Joseph P. Lucia & Associates
New York
$8K +$8K +150 New
SWM
140
Spire Wealth Management
Virginia
$7K
BWA
141
BDO Wealth Advisors
Florida
$5K
LPP
142
Life Planning Partners
Florida
$5K +$5K +97 New
JGIA
143
Jackson Grant Investment Advisers
Connecticut
$4K +$4K +81 New
CP
144
Castleview Partners
Texas
$2K -$111K -2,377 -98%
AssetMark Inc
145
AssetMark Inc
California
$2K -$16.2K -333 -89%
SCA
146
Stonebridge Capital Advisors
Minnesota
$1K +$1K +17 New
FTUS
147
Flow Traders U.S.
New York
-$646K -11,475 Closed
BCM
148
Brookstone Capital Management
Illinois
-$586K -10,438 Closed
WA
149
Win Advisors
Florida
-$367K -6,513 Closed
Betterment LLC
150
Betterment LLC
New York
-$252K -4,485 Closed