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WisdomTree US MidCap Fund
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Overview Fund Activity

145 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.85M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.59M
4
DC
4
Davenport & Co
Virginia
$34.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.7M
2
UBS Group
2
UBS Group
Switzerland
$50.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$28M
5
Jane Street
5
Jane Street
New York
$254K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50.4M 806,549 -91,903 -10%
LPL Financial
2
LPL Financial
California
$50.3M 804,153 +677,825 +537%
DC
3
Davenport & Co
Virginia
$34.3M 549,408 +33,220 +6%
Morgan Stanley
4
Morgan Stanley
New York
$31.4M 501,893 +26,150 +5%
Bank of America
5
Bank of America
North Carolina
$30.7M 491,722 -113,012 -19%
Truist Financial
6
Truist Financial
North Carolina
$28M 448,601 -29,623 -6%
FIM
7
Freedom Investment Management
Connecticut
$19.5M 311,552 -17,982 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$18.3M 292,225 +9,874 +3%
PAG
9
Private Advisor Group
New Jersey
$12.9M 206,169 +14,985 +8%
IC
10
IEQ Capital
California
$12.8M 205,093 – –
HighTower Advisors
11
HighTower Advisors
Illinois
$11.1M 177,751 -1,392 -0.8%
CPC
12
Consolidated Planning Corp
Georgia
$11.1M 177,105 +15,488 +10%
CCA
13
Clearwater Capital Advisors
Illinois
$10.4M 166,709 +8,315 +5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$9.59M 153,407 +33,628 +28%
Raymond James Financial
15
Raymond James Financial
Florida
$8.24M 131,897 +131,897 New
Wells Fargo
16
Wells Fargo
California
$8.19M 131,017 -865 -0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.36M 117,758 -4,481 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.72M 107,429 -7,447 -6%
SPIA
19
Steward Partners Investment Advisory
New York
$6.38M 102,023 +933 +0.9%
LWM
20
Lionshead Wealth Management
New York
$5.62M 89,899 +89,899 New
WIA
21
World Investment Advisors
California
$5.47M 87,478 -225 -0.3%
EH
22
Equitable Holdings
New York
$5.23M 83,692 +4,259 +5%
SF
23
Synovus Financial
Georgia
$5.23M 83,667 -1,207 -1%
BCG
24
Breakwater Capital Group
New Jersey
$5.07M 81,113 +1,235 +2%
LW
25
Lauer Wealth
Indiana
$4.72M 75,480 +2,183 +3%
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