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WisdomTree US MidCap Fund

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.6M 907,068 -4,136 -0.5%
Truist Financial
2
Truist Financial
North Carolina
$41.3M 754,886 -18,041 -2%
UBS Group
3
UBS Group
Switzerland
$38.2M 698,397 +6,091 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$36.5M 667,349 +21,311 +3%
LPL Financial
5
LPL Financial
California
$35.2M 644,318 -22,741 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$32M 584,961 +69,175 +13%
3LCM
7
3D/L Capital Management
Connecticut
$25.2M 461,506 -11,833 -2%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$17.3M 315,537 -38,951 -11%
DC
9
Davenport & Co
Virginia
$15.8M 289,556 +28,967 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.8M 215,375 -5,115 -2%
IC
11
IEQ Capital
California
$10.4M 189,928
HighTower Advisors
12
HighTower Advisors
Illinois
$9.31M 170,143 +4,021 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$9.09M 166,213 -13,032 -7%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$8.4M 153,677 +2,185 +1%
CCA
15
Clearwater Capital Advisors
Illinois
$8.34M 152,430 +1,940 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.98M 129,573 +16,117 +14%
Wells Fargo
17
Wells Fargo
California
$6.73M 123,021 +8,032 +7%
CA
18
Cetera Advisors
Colorado
$5.97M 109,167 -11,076 -9%
CPC
19
Consolidated Planning Corp
Georgia
$5.84M 106,770 +1,558 +1%
PAG
20
Private Advisor Group
New Jersey
$5M 91,385 +11,604 +15%
CTC
21
Central Trust Company
Missouri
$4.94M 90,347 +6,389 +8%
AW
22
ACG Wealth
Georgia
$4.53M 82,829 -5,852 -7%
PA
23
PSI Advisors
Florida
$4.47M 81,717 +13 +0%
TF
24
Theory Financial
Colorado
$3.63M 66,355 -1,859 -3%
GIA
25
GHP Investment Advisors
Colorado
$3.46M 63,357 -204 -0.3%