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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
43
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.77M
2
DC
2
Davenport & Co
Virginia
$28.4M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$962K
4
IC
4
IEQ Capital
California
$11.9M
5
PAG
5
Private Advisor Group
New Jersey
$10.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$52.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.98M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
CWA
5
CM Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
126
GPS Wealth Strategies Group
Colorado
$20K -$2.84K -49 -12%
HI
127
Harbour Investments
Wisconsin
$19K +$58 +1 +0.3%
GEA
128
Glen Eagle Advisors
New Jersey
$17.7K – – –
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$16K -$121K -2,102 -88%
NS
130
NBC Securities
Alabama
$16K – – –
RWMG
131
Redwood Wealth Management Group
New Jersey
$12.4K +$12.4K +214 New
NRC
132
New Republic Capital
North Carolina
$12.2K +$12.2K +211 New
TWP
133
Triad Wealth Partners
Kansas
$12.2K +$12.2K +211 New
EWM
134
EPG Wealth Management
Georgia
$10.1K -$10.6K -174 Closed
RWM
135
Ruedi Wealth Management
Illinois
$9.19K – – –
SWM
136
Spire Wealth Management
Virginia
$7.22K – – –
TAM
137
Tucker Asset Management
Colorado
$6.6K – – –
TSWM
138
Tyler-Stone Wealth Management
Ohio
$5.78K +$5.78K +100 New
BlackRock
139
BlackRock
New York
$5.2K – – –
MFT
140
Moisand Fitzgerald Tamayo
Florida
$4.91K +$4.91K +85 New
AEPWM
141
Atlantic Edge Private Wealth Management
Florida
$2.6K – – –
CP
142
Castleview Partners
Texas
$2.49K – – –
SAM
143
Smartleaf Asset Management
Massachusetts
$2.46K +$1.09K +19 +79%
AssetMark Inc
144
AssetMark Inc
California
$58 – – –
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
– -$2.88M -47,225 Closed
CWA
146
CM Wealth Advisors
Ohio
– -$2.07M -34,842 Closed
HWP
147
Hibernia Wealth Partners
Louisiana
– -$700K -11,475 Closed
DIA
148
Dana Investment Advisors
Wisconsin
– -$215K -3,516 Closed
KWM
149
Kaydan Wealth Management
Michigan
– -$211K -3,450 Closed
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
– -$207K -3,389 Closed
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