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WisdomTree US MidCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
43
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.77M
2
DC
2
Davenport & Co
Virginia
$28.4M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$962K
4
IC
4
IEQ Capital
California
$11.9M
5
PAG
5
Private Advisor Group
New Jersey
$10.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$52.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.98M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
CWA
5
CM Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$52.1M 902,002 -192,725 -18%
Bank of America
2
Bank of America
North Carolina
$34.6M 598,227 -45 -0%
Truist Financial
3
Truist Financial
North Carolina
$28.8M 498,090 -24,897 -5%
DC
4
Davenport & Co
Virginia
$28.4M 491,699 +19,488 +4%
Morgan Stanley
5
Morgan Stanley
New York
$26.5M 458,703 +4,765 +1%
FIM
6
Freedom Investment Management
Connecticut
$19.7M 341,030 +3,542 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.9M 292,152 +559 +0.2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$16.1M 278,937 +9,829 +4%
IC
9
IEQ Capital
California
$11.9M 205,093 +12,000 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.5M 182,011 -2,819 -2%
PAG
11
Private Advisor Group
New Jersey
$10.4M 180,273 +11,138 +7%
CCA
12
Clearwater Capital Advisors
Illinois
$8.9M 153,959 -336 -0.2%
CPC
13
Consolidated Planning Corp
Georgia
$8.82M 152,694 +2,826 +2%
Wells Fargo
14
Wells Fargo
California
$7.58M 131,179 -532 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.45M 128,989 -6,124 -5%
LPL Financial
16
LPL Financial
California
$6.93M 119,857 -34,975 -23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.98M 103,408 -66,096 -39%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.94M 102,767 -87,675 -46%
SPIA
19
Steward Partners Investment Advisory
New York
$5.88M 101,833 +1,205 +1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.71M 81,542 +4,581 +6%
SF
21
Synovus Financial
Georgia
$4.56M 78,989 +6,931 +10%
EH
22
Equitable Holdings
New York
$4.48M 77,473 +1,644 +2%
LW
23
Lauer Wealth
Indiana
$4.34M 73,378 -2,555 -3%
BCG
24
Breakwater Capital Group
New Jersey
$4.23M 73,162 +3,166 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.15M 71,725 -5,936 -8%
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