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WisdomTree US MidCap Fund

136 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWP
126
WR Wealth Planners
Missouri
$11.9K 225 +225 New
RFA
127
Register Financial Advisors
Georgia
$10.6K 200
TFP
128
Tilia Fiduciary Partners
North Carolina
$8.1K 153 +1 +0.7%
SWM
129
Spire Wealth Management
Virginia
$6.62K 125
AF
130
Advisornet Financial
Minnesota
$6.35K 120 -235 -66%
EWM
131
EPG Wealth Management
Georgia
$6.19K 117 -629 -84%
BlackRock
132
BlackRock
New York
$4.77K 90
AssetMark Inc
133
AssetMark Inc
California
$2.59K 49 +49 New
BWA
134
BDO Wealth Advisors
Florida
$2.38K 45
CP
135
Castleview Partners
Texas
$2.28K 43
TRCT
136
Tower Research Capital (TRC)
New York
$318 6 -1 -14%
EE
137
EWG Elevate
California
-29,509 Closed
Bank of New York Mellon
138
Bank of New York Mellon
New York
-25,315 Closed
AWA
139
Arkadios Wealth Advisors
Georgia
-4,281 Closed
IWM
140
IHT Wealth Management
Illinois
-4,042 Closed
ASN
141
Advisory Services Network
Georgia
-1,363 Closed
RG
142
Retirement Group
California
-483 Closed
BA
143
Bristlecone Advisors
Washington
-330 Closed
AAS
144
Ameritas Advisory Services
Nebraska
-218 Closed
TCWA
145
Ten Capital Wealth Advisors
Washington
-38 Closed
CFGS
146
Concourse Financial Group Securities
Alabama