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WisdomTree US MidCap Fund
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Overview Fund Activity

136 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.1M
2
WA
2
Win Advisors
Florida
$11.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.23M
4
SF
4
Synovus Financial
Georgia
$6.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.4M
2
Truist Financial
2
Truist Financial
North Carolina
$28.6M
3
CWA
3
CM Wealth Advisors
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M
5
3LCM
5
3D/L Capital Management
Connecticut
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$51.1M 1,007,468 +262,029 +35%
Bank of America
2
Bank of America
North Carolina
$38.4M 757,331 -89,241 -11%
Truist Financial
3
Truist Financial
North Carolina
$28.6M 562,728 -64,478 -10%
Morgan Stanley
4
Morgan Stanley
New York
$24.2M 477,640 -7,359 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22M 434,512 +13,394 +3%
DC
6
Davenport & Co
Virginia
$19.6M 387,262 +30,055 +8%
3LCM
7
3D/L Capital Management
Connecticut
$18.7M 369,398 -34,703 -9%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$12.8M 252,938 +34,687 +16%
WA
9
Win Advisors
Florida
$11.6M 227,807 +227,807 New
HighTower Advisors
10
HighTower Advisors
Illinois
$10.3M 203,607 +3,098 +2%
IC
11
IEQ Capital
California
$9.64M 189,928 – –
GPWA
12
Great Point Wealth Advisors
Massachusetts
$9.03M 177,990 -6,810 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.68M 151,456 -37,248 -20%
CCA
14
Clearwater Capital Advisors
Illinois
$7.5M 147,783 -386 -0.3%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$7.19M 141,736 -8,423 -6%
CPC
16
Consolidated Planning Corp
Georgia
$6.95M 137,057 +8,463 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.8M 133,957 -19,573 -13%
PAG
18
Private Advisor Group
New Jersey
$6.77M 133,484 +7,374 +6%
CA
19
Cetera Advisors
Colorado
$6.37M 125,477 +620 +0.5%
SF
20
Synovus Financial
Georgia
$6.1M 120,219 +62,838 +110%
Wells Fargo
21
Wells Fargo
California
$6.08M 119,895 +4,711 +4%
LPL Financial
22
LPL Financial
California
$5.92M 116,638 +1,465 +1%
LW
23
Lauer Wealth
Indiana
$4.47M 89,570 +2,701 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.45M 87,758 +36,188 +70%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.23M 83,404 +76,945 +1,191%
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