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WisdomTree US MidCap Fund
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Overview Fund Activity

146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
FIM
2
Freedom Investment Management
Connecticut
$20.8M
3
LPL Financial
3
LPL Financial
California
$23.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.93M
5
UBS Group
5
UBS Group
Switzerland
$64.7M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
SF
2
Synovus Financial
Georgia
$3.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
Bank of America
4
Bank of America
North Carolina
$41.2M
5
Truist Financial
5
Truist Financial
North Carolina
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
126
ICA Group Wealth Management
Colorado
$31.9K +$31.9K +555 New
OC
127
Oakworth Capital
Alabama
$31.8K – – –
CFD
128
Creative Financial Designs
Indiana
$31.4K – – –
SIS
129
Sound Income Strategies
Florida
$31.3K – – –
NCM
130
Northwest Capital Management
Oregon
$29.3K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
GWSG
132
GPS Wealth Strategies Group
Colorado
$25.9K -$795K -13,857 -97%
TCOV
133
Trust Company of Vermont
Vermont
$23K – – –
HI
134
Harbour Investments
Wisconsin
$18.8K +$57 +1 +0.3%
GEA
135
Glen Eagle Advisors
New Jersey
$17.6K – – –
NS
136
NBC Securities
Alabama
$16K +$111 +2 +0.7%
CTA
137
Colonial Trust Advisors
South Carolina
$12.9K – – –
NA
138
NewEdge Advisors
Louisiana
$8.61K +$8.61K +150 New
SWM
139
Spire Wealth Management
Virginia
$7.02K – – –
TAM
140
Tucker Asset Management
Colorado
$6.51K – – –
EWM
141
EPG Wealth Management
Georgia
$6.32K +$112 +2 +2%
LPP
142
Life Planning Partners
Florida
$5.57K +$5.57K +97 New
BlackRock
143
BlackRock
New York
$5.17K – – –
AEPWM
144
Atlantic Edge Private Wealth Management
Florida
$2.58K +$2.58K +45 New
CP
145
Castleview Partners
Texas
$2.47K – – –
DWMG
146
DB Wealth Management Group
California
$402 – – –
3LCM
147
3D/L Capital Management
Connecticut
– -$18.7M -369,398 Closed
WA
148
Win Advisors
Florida
– -$11.6M -227,807 Closed
Citadel Advisors
149
Citadel Advisors
Florida
– -$749K -14,761 Closed
CAS
150
Coppell Advisory Solutions
Texas
– -$97.7K -2,010 Closed
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6
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