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WisdomTree US MidCap Fund

139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 145139 (-6)

16% less capital invested

Capital invested by funds: $492M → $415M (-$76.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $27K

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$27K
Net Calls
Net Calls Change

Top Sellers

1 -$36.1M
2 -$10.7M
3 -$4.23M
4
FWTB
First Western Trust Bank
Colorado
-$3.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
126
GPS Wealth Strategies Group
Colorado
$30.4K
NCM
127
Northwest Capital Management
Oregon
$30.3K
AF
128
Allworth Financial
California
$30K
CA
129
Continuum Advisory
Idaho
$27.1K
AWM
130
AE Wealth Management
Kansas
$25.5K
TCOV
131
Trust Company of Vermont
Vermont
$23.8K
GEA
132
Glen Eagle Advisors
New Jersey
$18.2K
NS
133
NBC Securities
Alabama
$17K
BA
134
Bristlecone Advisors
Washington
$11.9K
RWM
135
Ruedi Wealth Management
Illinois
$9.48K
BIG
136
Brooklyn Investment Group
New York
$8.4K
SS
137
Sunbelt Securities
Texas
$5.96K
BlackRock
138
BlackRock
New York
$5.36K
AEPWM
139
Atlantic Edge Private Wealth Management
Florida
$2.68K
FWTB
140
First Western Trust Bank
Colorado
Bank of New York Mellon
141
Bank of New York Mellon
New York
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
APA
144
Astoria Portfolio Advisors
New York
TIAA Trust, National Association
145
TIAA Trust, National Association
North Carolina
RIS
146
Retirement Income Solutions
Michigan
AssetMark Inc
147
AssetMark Inc
California
HI
148
Harbour Investments
Wisconsin
EWM
149
EPG Wealth Management
Georgia
SAM
150
Smartleaf Asset Management
Massachusetts