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WisdomTree US MidCap Fund

146 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
45
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.3M 911,204 +11,550 +1%
Truist Financial
2
Truist Financial
North Carolina
$43.5M 772,927 -19,202 -2%
UBS Group
3
UBS Group
Switzerland
$39M 692,306 +63,880 +10%
LPL Financial
4
LPL Financial
California
$37.5M 667,059 +525,423 +371%
Morgan Stanley
5
Morgan Stanley
New York
$36.4M 646,038 -1,892 -0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29M 515,786 +55,822 +12%
3LCM
7
3D/L Capital Management
Connecticut
$26.6M 473,339 -16,703 -3%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$20M 354,488 +21,607 +6%
DC
9
Davenport & Co
Virginia
$14.7M 260,589 +26,099 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.4M 220,490 -5,039 -2%
IC
11
IEQ Capital
California
$10.7M 189,928
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.1M 179,245 +1,471 +0.8%
HighTower Advisors
13
HighTower Advisors
Illinois
$9.35M 166,122 -1,295 -0.8%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$8.53M 151,492 -2,905 -2%
CCA
15
Clearwater Capital Advisors
Illinois
$8.47M 150,490 +1,580 +1%
CA
16
Cetera Advisors
Colorado
$6.77M 120,243 +14,003 +13%
Wells Fargo
17
Wells Fargo
California
$6.47M 114,989 -26,625 -19%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.39M 113,456 +1,139 +1%
CPC
19
Consolidated Planning Corp
Georgia
$5.92M 105,212 +4,297 +4%
AW
20
ACG Wealth
Georgia
$4.99M 88,681 -881 -1%
CTC
21
Central Trust Company
Missouri
$4.73M 83,958 +81,161 +2,902%
PA
22
PSI Advisors
Florida
$4.6M 81,704 +255 +0.3%
PAG
23
Private Advisor Group
New Jersey
$4.49M 79,781 -25,771 -24%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.34M 77,173 +63,876 +480%
TF
25
Theory Financial
Colorado
$3.84M 68,214 +68,214 New