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WisdomTree US MidCap Fund

122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
25
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$55.5M 1,703,013 -154,088 -8%
Morgan Stanley
2
Morgan Stanley
New York
$26.6M 817,135 -623,445 -43%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$26.4M 810,679 -16,918 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.6M 725,161 -106,116 -13%
3AM
5
3D Asset Management
Connecticut
$23M 707,213 -125,581 -15%
UBS Group
6
UBS Group
Switzerland
$20.9M 642,047 -59,663 -9%
Bank of America
7
Bank of America
North Carolina
$16.8M 516,073 -247,635 -32%
Wells Fargo
8
Wells Fargo
California
$6.37M 195,400 -33,254 -15%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.25M 191,894 -216,007 -53%
AW
10
ACG Wealth
Georgia
$5.96M 182,972 +17,972 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.91M 181,475 +23,373 +15%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.75M 176,483 -35,340 -17%
DC
13
Davenport & Co
Virginia
$5.59M 171,448 -6,472 -4%
CCA
14
Clearwater Capital Advisors
Illinois
$4.63M 142,150 +7,902 +6%
LPL Financial
15
LPL Financial
California
$4.31M 132,242 +12,894 +11%
PAG
16
Private Advisor Group
New Jersey
$4.09M 125,621 -163,944 -57%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$3.96M 121,600 -221,859 -65%
PA
18
PSI Advisors
Florida
$2.92M 89,773 -598 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.92M 89,425 -28,939 -24%
CPC
20
Consolidated Planning Corp
Georgia
$2.86M 87,640 -12,923 -13%
TRCT
21
Tower Research Capital (TRC)
New York
$2.76M 84,671 +6,928 +9%
NFC
22
Northeast Financial Consultants
Connecticut
$2.39M 73,470 -47,175 -39%
Citadel Advisors
23
Citadel Advisors
Florida
$2.28M 70,006 -216,891 -76%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.09M 64,220 -64,435 -50%
CANC
25
Culbertson A N & Co
Virginia
$1.9M 58,292 -47 -0.1%