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WisdomTree US MidCap Fund
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Overview Fund Activity

121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
42
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$17M
2
Bank of America
2
Bank of America
North Carolina
$52M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$5.35M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.9M
2
Truist Financial
2
Truist Financial
North Carolina
$29.4M
3
Wells Fargo
3
Wells Fargo
California
$5.23M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.03M
5
LPL Financial
5
LPL Financial
California
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52M 1,182,084 +231,268 +24%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$31.3M 711,997 +68,609 +11%
UBS Group
3
UBS Group
Switzerland
$30.4M 691,595 +8,334 +1%
Truist Financial
4
Truist Financial
North Carolina
$29.4M 669,216 -40,757 -6%
Morgan Stanley
5
Morgan Stanley
New York
$20.9M 474,123 -122,033 -20%
3LCM
6
3D/L Capital Management
Connecticut
$19.8M 451,300 -8,424 -2%
SWP
7
Stratos Wealth Partners
Ohio
$17M 386,113 +379,744 +5,962%
DC
8
Davenport & Co
Virginia
$14.5M 329,032 +24,366 +8%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$10.1M 230,233 -14,132 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.84M 223,829 +21,537 +11%
IC
11
IEQ Capital
California
$8.35M 189,928 – –
HighTower Advisors
12
HighTower Advisors
Illinois
$7.26M 165,275 -811 -0.5%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$7.26M 165,060 +11,610 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.03M 159,837 -35,820 -18%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.83M 155,175 -9,230 -6%
CCA
16
Clearwater Capital Advisors
Illinois
$6.75M 153,516 +8,461 +6%
CA
17
Cetera Advisors
Colorado
$5.42M 123,225 +1,828 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.35M 121,670 +112,127 +1,175%
Wells Fargo
19
Wells Fargo
California
$5.23M 118,840 -36,240 -23%
CPC
20
Consolidated Planning Corp
Georgia
$4.89M 111,218 +163 +0.1%
CTC
21
Central Trust Company
Missouri
$4.46M 101,311 +3,681 +4%
LPL Financial
22
LPL Financial
California
$4.38M 99,580 -27,336 -22%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.97M 90,413 +499 +0.6%
PAG
24
Private Advisor Group
New Jersey
$3.94M 89,539 -8,525 -9%
AW
25
ACG Wealth
Georgia
$3.81M 86,665 +3,370 +4%
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