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WisdomTree US MidCap Fund
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Overview Fund Activity

134 hedge funds and large institutions have $363M invested in WisdomTree US MidCap Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$8.53M
2
GPWA
Great Point Wealth Advisors
Massachusetts
$11.5M
3
UBS Group
UBS Group
Switzerland
$29.9M
4
Bank of America
Bank of America
North Carolina
$25.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.17M

Top Sellers

1
MCC
Money Concepts Capital
Florida
$828K
2
Truist Financial
Truist Financial
North Carolina
$58.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
5
3LCM
3D/L Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$58.8M -$5.78M -113,566 -9%
Morgan Stanley
2
Morgan Stanley
New York
$31.9M +$634K +12,445 +2%
UBS Group
3
UBS Group
Switzerland
$29.9M +$6.29M +123,481 +27%
3LCM
4
3D/L Capital Management
Connecticut
$27M -$2.79M -54,814 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.3M -$3.37M -66,157 -12%
Bank of America
6
Bank of America
North Carolina
$25.1M +$3.13M +61,428 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$20M -$52.5K -1,030 -0.3%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$11.5M +$7.29M +143,104 +174%
DC
9
Davenport & Co
Virginia
$9.4M +$804K +15,795 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.53M +$8.53M +167,392 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.51M -$82.4K -1,618 -1%
Wells Fargo
12
Wells Fargo
California
$7.48M +$20.2K +396 +0.3%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$7.19M -$207K -4,055 -3%
CCA
14
Clearwater Capital Advisors
Illinois
$7.11M -$507K -9,956 -7%
LPL Financial
15
LPL Financial
California
$6.16M -$346K -6,785 -5%
AW
16
ACG Wealth
Georgia
$5.48M -$230K -4,510 -4%
CPC
17
Consolidated Planning Corp
Georgia
$4.67M +$31.7K +622 +0.7%
PAG
18
Private Advisor Group
New Jersey
$4.15M +$182K +3,581 +5%
PA
19
PSI Advisors
Florida
$4.1M -$97.1K -1,906 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.74M +$121K +2,379 +3%
GIA
21
GHP Investment Advisors
Colorado
$3.44M -$2.65K -52 -0.1%
NFC
22
Northeast Financial Consultants
Connecticut
$2.92M – – –
CANC
23
Culbertson A N & Co
Virginia
$2.56M -$165K -3,242 -6%
CFA
24
Carroll Financial Associates
North Carolina
$2.1M +$142K +2,794 +7%
RW
25
RVW Wealth
California
$2M -$1.36M -21,420 -40%
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