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WisdomTree US MidCap Fund

152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
39
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$66.8M 1,094,727 -32,212 -3%
Bank of America
2
Bank of America
North Carolina
$36.5M 598,272 -120,428 -17%
Truist Financial
3
Truist Financial
North Carolina
$31.9M 522,987 -13,573 -3%
DC
4
Davenport & Co
Virginia
$28.8M 472,211 +44,556 +10%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M 453,938 -502,218 -53%
FIM
6
Freedom Investment Management
Connecticut
$20.6M 337,488 -25,008 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.8M 291,593 -122,493 -30%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$16.4M 269,108 +1,508 +0.6%
IC
9
IEQ Capital
California
$11.8M 193,093
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.6M 190,442 +145,557 +324%
HighTower Advisors
11
HighTower Advisors
Illinois
$11.3M 184,830 -12,862 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.3M 169,504 +49,869 +42%
PAG
13
Private Advisor Group
New Jersey
$10.3M 169,135 +21,108 +14%
CA
14
Cetera Advisors
Colorado
$10.2M 167,394 +42,755 +34%
LPL Financial
15
LPL Financial
California
$9.45M 154,832 -250,956 -62%
CCA
16
Clearwater Capital Advisors
Illinois
$9.42M 154,295 +821 +0.5%
CPC
17
Consolidated Planning Corp
Georgia
$9.14M 149,868 +5,074 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.24M 135,113 -8,764 -6%
Wells Fargo
19
Wells Fargo
California
$8.04M 131,711 +5,705 +5%
SPIA
20
Steward Partners Investment Advisory
New York
$6.14M 100,628 +96,500 +2,338%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.74M 77,661 -1,030 -1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$4.7M 76,961 -61,172 -44%
EH
23
Equitable Holdings
New York
$4.63M 75,829 -16,796 -18%
LW
24
Lauer Wealth
Indiana
$4.46M 75,933 -14,604 -16%
SF
25
Synovus Financial
Georgia
$4.4M 72,058 +7,840 +12%