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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
41
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$5.47M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.21M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
MG
3
Mather Group
Illinois
$1.56M
4
Truist Financial
4
Truist Financial
North Carolina
$29.8M
5
FIM
5
Freedom Investment Management
Connecticut
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oakworth Capital
Alabama
$34.5K – – –
CFD
127
Creative Financial Designs
Indiana
$34.1K – – –
NIC
128
Northwest Investment Counselors
Oregon
$33.6K +$33.6K +538 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
NCM
130
Northwest Capital Management
Oregon
$31.8K – – –
CA
131
Continuum Advisory
Idaho
$29.6K – – –
TCOV
132
Trust Company of Vermont
Vermont
$24.9K – – –
GWSG
133
GPS Wealth Strategies Group
Colorado
$21.6K +$62 +1 +0.3%
HI
134
Harbour Investments
Wisconsin
$20.6K +$62 +1 +0.3%
BA
135
Bristlecone Advisors
Washington
$20.6K +$20.6K +330 New
GEA
136
Glen Eagle Advisors
New Jersey
$19.1K – – –
NS
137
NBC Securities
Alabama
$18K +$62 +1 +0.3%
EWM
138
EPG Wealth Management
Georgia
$10.5K +$10.5K +169 New
RWM
139
Ruedi Wealth Management
Illinois
$9.91K – – –
TAM
140
Tucker Asset Management
Colorado
$7.14K +$62 +1 +0.9%
BlackRock
141
BlackRock
New York
$5.61K – – –
AEPWM
142
Atlantic Edge Private Wealth Management
Florida
$2.81K – – –
SAM
143
Smartleaf Asset Management
Massachusetts
$2.68K – – –
FTUS
144
Flow Traders U.S.
New York
– -$420K -7,272 Closed
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$352K -6,084 Closed
SWP
146
Stratos Wealth Partners
Ohio
– -$229K -3,965 Closed
HF
147
HRT Financial
New York
– -$226K -3,925 Closed
Franklin Resources
148
Franklin Resources
California
– -$86.7K -1,500 Closed
RIA
149
Realta Investment Advisors
Delaware
– -$40.5K -700 Closed
RWMG
150
Redwood Wealth Management Group
New Jersey
– -$12.4K -214 Closed
3 4 5
6
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