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WisdomTree US MidCap Fund

143 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
143
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Clearstead Advisors
Ohio
$40.3K
NFSG
127
Newbridge Financial Services Group
Florida
$39K
AF
128
Allworth Financial
California
$37.4K
OC
129
Oakworth Capital
Alabama
$34.2K
CFD
130
Creative Financial Designs
Indiana
$33.8K
GRP
131
Global Retirement Partners
California
$32.6K
QWM
132
Quaker Wealth Management
New Jersey
$28.2K
TCOV
133
Trust Company of Vermont
Vermont
$24.7K
GEA
134
Glen Eagle Advisors
New Jersey
$18.9K
NS
135
NBC Securities
Alabama
$17K
GWSG
136
GPS Wealth Strategies Group
Colorado
$15.4K
AAS
137
Ameritas Advisory Services
Nebraska
$13.9K
BA
138
Bristlecone Advisors
Washington
$12.4K
BIG
139
Brooklyn Investment Group
New York
$8.71K
TPWA
140
Twin Peaks Wealth Advisors
California
$5.73K
BlackRock
141
BlackRock
New York
$5.56K
AEPWM
142
Atlantic Edge Private Wealth Management
Florida
$2.78K
TRCT
143
Tower Research Capital (TRC)
New York
$309
Jane Street
144
Jane Street
New York
BAM
145
Belpointe Asset Management
Nevada
NA
146
Note Advisors
New York
EWA
147
Exencial Wealth Advisors
Oklahoma
TSS
148
Two Sigma Securities
New York
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
FCI
150
Financial Counselors Inc
Kansas