EZM icon

WisdomTree US MidCap Fund

136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

Holders
136
Holders Change
-12
Holders Change %
-8.11%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
43
Reduced
43
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.7M 950,816 +43,748 +5%
Truist Financial
2
Truist Financial
North Carolina
$32.6M 709,973 -44,913 -6%
UBS Group
3
UBS Group
Switzerland
$31.4M 683,261 -15,136 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.6M 643,388 +58,427 +10%
Morgan Stanley
5
Morgan Stanley
New York
$27.4M 596,156 -71,193 -11%
3LCM
6
3D/L Capital Management
Connecticut
$21.1M 459,724 -1,782 -0.4%
DC
7
Davenport & Co
Virginia
$14M 304,666 +15,110 +5%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$11.2M 244,365 -71,172 -23%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.3M 202,292 -13,083 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9M 195,657 +159,278 +438%
IC
11
IEQ Capital
California
$8.73M 189,928
HighTower Advisors
12
HighTower Advisors
Illinois
$7.63M 166,086 -4,057 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.56M 164,405 -1,808 -1%
Wells Fargo
14
Wells Fargo
California
$7.13M 155,080 +32,059 +26%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$7.05M 153,450 -227 -0.1%
CCA
16
Clearwater Capital Advisors
Illinois
$6.67M 145,055 -7,375 -5%
LPL Financial
17
LPL Financial
California
$5.83M 126,916 -517,402 -80%
CA
18
Cetera Advisors
Colorado
$5.58M 121,397 +12,230 +11%
CPC
19
Consolidated Planning Corp
Georgia
$5.11M 111,055 +4,285 +4%
PAG
20
Private Advisor Group
New Jersey
$4.51M 98,064 +6,679 +7%
CTC
21
Central Trust Company
Missouri
$4.49M 97,630 +7,283 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.14M 89,914 -39,659 -31%
AW
23
ACG Wealth
Georgia
$3.83M 83,295 +466 +0.6%
PA
24
PSI Advisors
Florida
$3.66M 79,592 -2,125 -3%
MG
25
Mather Group
Illinois
$3.22M 69,930 +49,743 +246%