EZM icon

WisdomTree US MidCap Fund

144 hedge funds and large institutions have $503M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 9 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 ownership

Funds ownership:

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
AWM
126
AE Wealth Management
Kansas
$47.4K
NFSG
127
Newbridge Financial Services Group
Florida
$41.7K
OC
128
Oakworth Capital
Alabama
$36.5K
CFD
129
Creative Financial Designs
Indiana
$36.1K
AF
130
Allworth Financial
California
$33.2K
QWM
131
Quaker Wealth Management
New Jersey
$30.1K
TCOV
132
Trust Company of Vermont
Vermont
$26.4K
GRP
133
Global Retirement Partners
California
$20.4K
GEA
134
Glen Eagle Advisors
New Jersey
$20.2K
NS
135
NBC Securities
Alabama
$19K
AAS
136
Ameritas Advisory Services
Nebraska
$14.9K
GWSG
137
GPS Wealth Strategies Group
Colorado
$11.2K
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K
SS
139
Sunbelt Securities
Texas
$6.59K
BlackRock
140
BlackRock
New York
$5.93K
AEPWM
141
Atlantic Edge Private Wealth Management
Florida
$2.97K
BTI
142
Blue Trust Inc
Georgia
$1.32K
SA
143
Strategic Advocates
Utah
$527
TRCT
144
Tower Research Capital (TRC)
New York
$198
SIG
145
Sargent Investment Group
Maryland
FTUS
146
Flow Traders U.S.
New York
UIM
147
Unified Investment Management
Georgia
RWP
148
Revolve Wealth Partners
New Jersey
BWA
149
BlueChip Wealth Advisors
Georgia
CA
150
Clearstead Advisors
Ohio