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WisdomTree US MidCap Fund
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Overview Fund Activity

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$9.95M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.11M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.6M
5
Bank of America
5
Bank of America
North Carolina
$27.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$49.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M
3
3LCM
3
3D/L Capital Management
Connecticut
$25.6M
4
AW
4
ACG Wealth
Georgia
$4.82M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$49.9M 952,074 -201,729 -17%
Morgan Stanley
2
Morgan Stanley
New York
$33.5M 639,448 +12,725 +2%
UBS Group
3
UBS Group
Switzerland
$32.4M 618,091 +30,366 +5%
Bank of America
4
Bank of America
North Carolina
$27.6M 526,894 +34,477 +7%
3LCM
5
3D/L Capital Management
Connecticut
$25.6M 488,885 -42,087 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.6M 430,481 +38,576 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.6M 355,062 -141,200 -28%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$14.2M 270,524 +45,152 +20%
DC
9
Davenport & Co
Virginia
$11.3M 215,097 +30,626 +17%
IC
10
IEQ Capital
California
$9.95M 189,928 +189,928 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.04M 172,508 +5,464 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.77M 167,433 +41 +0%
CCA
13
Clearwater Capital Advisors
Illinois
$7.51M 143,348 +3,728 +3%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$7.33M 139,991 -1,239 -0.9%
Wells Fargo
15
Wells Fargo
California
$7.16M 136,653 -10,239 -7%
LPL Financial
16
LPL Financial
California
$6.86M 130,915 +9,942 +8%
CPC
17
Consolidated Planning Corp
Georgia
$4.89M 93,288 +1,682 +2%
AW
18
ACG Wealth
Georgia
$4.82M 91,917 -15,628 -15%
PA
19
PSI Advisors
Florida
$4.12M 78,688 -1,793 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.11M 78,528 +55,604 +243%
Osaic Holdings
21
Osaic Holdings
Arizona
$4M 76,266 +2,892 +4%
PAG
22
Private Advisor Group
New Jersey
$3.97M 75,852 -5,550 -7%
FI
23
Financial Insights
Washington
$3.63M 6,936 – –
GIA
24
GHP Investment Advisors
Colorado
$3.46M 66,005 -1,511 -2%
NFC
25
Northeast Financial Consultants
Connecticut
$3M 57,255 – –
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