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WisdomTree US MidCap Fund

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.8M 899,654 +372,760 +71%
Truist Financial
2
Truist Financial
North Carolina
$41.2M 792,129 -159,945 -17%
Morgan Stanley
3
Morgan Stanley
New York
$33.7M 647,930 +8,482 +1%
UBS Group
4
UBS Group
Switzerland
$32.7M 628,426 +10,335 +2%
3LCM
5
3D/L Capital Management
Connecticut
$25.5M 490,042 +1,157 +0.2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$23.9M 459,964 +29,483 +7%
GPWA
7
Great Point Wealth Advisors
Massachusetts
$17.3M 332,881 +62,357 +23%
DC
8
Davenport & Co
Virginia
$12.2M 234,490 +19,393 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.7M 225,529 -129,533 -36%
IC
10
IEQ Capital
California
$9.88M 189,928
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.25M 177,774 +5,266 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.7M 167,417 -16 -0%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$8.03M 154,397 +14,406 +10%
CCA
14
Clearwater Capital Advisors
Illinois
$7.75M 148,910 +5,562 +4%
Wells Fargo
15
Wells Fargo
California
$7.37M 141,614 +4,961 +4%
LPL Financial
16
LPL Financial
California
$7.37M 141,636 +10,721 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.85M 112,317 +36,051 +47%
CA
18
Cetera Advisors
Colorado
$5.53M 106,240 +98,275 +1,234%
PAG
19
Private Advisor Group
New Jersey
$5.49M 105,552 +29,700 +39%
CPC
20
Consolidated Planning Corp
Georgia
$5.25M 100,915 +7,627 +8%
AW
21
ACG Wealth
Georgia
$4.66M 89,562 -2,355 -3%
PA
22
PSI Advisors
Florida
$4.24M 81,449 +2,761 +4%
GIA
23
GHP Investment Advisors
Colorado
$3.36M 64,517 -1,488 -2%
CANC
24
Culbertson A N & Co
Virginia
$2.84M 54,595 +4,599 +9%
NFC
25
Northeast Financial Consultants
Connecticut
$2.78M 53,485 -3,770 -7%