WisdomTree U.S. MidCap Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/12/2025 | 970.25 K | $63.95 M | 396.51% | 7.45% |
| UBS GROUP AG | 11/13/2025 | 613.85 K | $40.46 M | -7.73% | 4.71% |
| DAVENPORT & CO LLC | 10/15/2025 | 567.31 K | $37.39 M | -14.88% | 4.36% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 508.34 K | $33.50 M | -4.79% | 3.90% |
| MORGAN STANLEY | 11/14/2025 | 462.68 K | $30.50 M | 0.86% | 3.55% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 390.55 K | $25.74 M | -6.29% | 3.00% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 324.70 K | $21.40 M | 4.69% | 2.49% |
| EQIS CAPITAL MANAGEMENT, INC. | 11/14/2025 | 312.55 K | $20.60 M | -4.12% | 2.40% |
| IEQ CAPITAL, LLC | 11/14/2025 | 205.09 K | $13.52 M | 0.00% | 1.57% |
| CONSOLIDATED PLANNING CORP | 10/27/2025 | 199.83 K | $13.17 M | 2.69% | 1.53% |
| CLEARWATER CAPITAL ADVISORS, LLC | 11/14/2025 | 179.99 K | $11.86 M | 0.64% | 1.38% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 165.34 K | $10.90 M | -21.82% | 1.27% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 158.44 K | $10.44 M | -9.34% | 1.22% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 140.92 K | $9.29 M | -1.20% | 1.08% |
| JPMORGAN CHASE & CO | 11/26/2025 | 124.45 K | $8.20 M | -3.35% | 0.96% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 122.55 K | $8.08 M | 2.54% | 0.94% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 95.61 K | $6.30 M | -1.66% | 0.73% |
| PROVIDENT WEALTH MANAGEMENT, LLC | 10/16/2025 | 94.67 K | $6.24 M | 2.25% | 0.73% |
| BREAKWATER CAPITAL GROUP | 11/06/2025 | 94.26 K | $6.21 M | 2.85% | 0.72% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 90.33 K | $5.95 M | 10.17% | 0.69% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 86.22 K | $5.68 M | -5.16% | 0.66% |
| SYNOVUS FINANCIAL CORP | 11/07/2025 | 86.20 K | $5.68 M | 4.86% | 0.66% |
| THEORY FINANCIAL LLC | 10/29/2025 | 82.84 K | $5.42 M | -1.13% | 0.64% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 81.02 K | $5.34 M | -2.33% | 0.62% |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 10/31/2025 | 79.98 K | $5.28 M | 12.69% | 0.61% |
| ROYAL BANK OF CANADA | 11/14/2025 | 77.93 K | $5.14 M | 43.41% | 0.60% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 71.26 K | $4.70 M | 27.48% | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 66.09 K | $4.36 M | 5.52% | 0.51% |
| GREAT POINT WEALTH ADVISORS, LLC | 10/28/2025 | 57.78 K | $3.81 M | 100.00% | 0.44% |
| CULBERTSON A N & CO INC | 10/24/2025 | 46.36 K | $3.06 M | -0.11% | 0.36% |
| LIONSHEAD WEALTH MANAGEMENT, LLC | 10/10/2025 | 45.71 K | $3.01 M | -8.20% | 0.35% |
| SYLVEST ADVISORS, LLC | 10/31/2025 | 44.17 K | $2.91 M | 14.66% | 0.34% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 41.63 K | $2.74 M | 9.09% | 0.32% |
| NEWSQUARE CAPITAL LLC | 11/12/2025 | 40.79 K | $2.69 M | 3.42% | 0.31% |
| GHP INVESTMENT ADVISORS, INC. | 10/31/2025 | 39.35 K | $2.59 M | -1.96% | 0.30% |
| LAUER WEALTH, LLC | 10/20/2025 | 36.61 K | $2.39 M | 3.14% | 0.28% |
| CENTRAL TRUST CO | 11/06/2025 | 31.71 K | $2.09 M | 8.32% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 30.62 K | $2.02 M | -25.50% | 0.24% |
| CRUX WEALTH ADVISORS | 11/13/2025 | 30.56 K | $2.01 M | -0.47% | 0.23% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 30.42 K | $2.01 M | -56.87% | 0.23% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 29.63 K | $1.95 M | 100.00% | 0.23% |
| L & S ADVISORS INC | 11/07/2025 | 29.52 K | $1.95 M | 11.51% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 26.80 K | $1.77 M | -5.19% | 0.21% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 25.34 K | $1.67 M | 0.00% | 0.19% |
| MATHER GROUP, LLC. | 10/21/2025 | 24.94 K | $1.64 M | -1.45% | 0.19% |
| APELLA CAPITAL, LLC | 10/17/2025 | 20.93 K | $1.35 M | 0.00% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 19.55 K | $1.29 M | -1.32% | 0.15% |
| FOSTER GROUP, INC. | 10/14/2025 | 19.33 K | $1.27 M | 0.28% | 0.15% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 18.42 K | $1.21 M | -2.40% | 0.14% |
| MASON INVESTMENT ADVISORY SERVICES, INC. | 11/12/2025 | 17.43 K | $1.15 M | 0.00% | 0.13% |
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WisdomTree U.S. MidCap Fund institutional Ownership - FAQ's
During the previous two years, 171 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were:
TRUIST FINANCIAL CORP: 374,935
Davidson Kahn Capital Management, LLC: 84,791
Breakwater Capital Group: 80,120
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 70,055
Sylvest Advisors, LLC: 49,031
CULBERTSON A N & CO INC: 45,710
58.62% of WisdomTree U.S. MidCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.88 M shares in the last 24 months. This purchase volume represents approximately $708.27 M in transactions.