WisdomTree U.S. MidCap Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DAVENPORT & CO LLC | 07/13/2026 | 889.12 K | $67.38 M | 22.99% | 7.17% |
| UBS GROUP AG | 08/13/2026 | 526.14 K | $39.87 M | -9.29% | 4.25% |
| MORGAN STANLEY | 08/13/2026 | 469.23 K | $35.56 M | 2.03% | 3.79% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 464.69 K | $35.22 M | -6.06% | 3.75% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 461.41 K | $34.97 M | 5.12% | 3.72% |
| LPL FINANCIAL LLC | 08/07/2026 | 446.53 K | $33.84 M | 4.05% | 3.60% |
| EQIS CAPITAL MANAGEMENT, INC. | 08/10/2026 | 284.27 K | $21.54 M | -3.32% | 2.29% |
| CONSOLIDATED PLANNING CORP | 07/24/2026 | 267.69 K | $20.29 M | 2.05% | 2.16% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 222.38 K | $16.85 M | -31.11% | 1.79% |
| IEQ CAPITAL, LLC | 08/11/2026 | 203.58 K | $15.43 M | 0.00% | 1.64% |
| CLEARWATER CAPITAL ADVISORS, LLC | 08/06/2026 | 192.02 K | $14.55 M | 0.19% | 1.55% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 176.45 K | $13.37 M | 0.82% | 1.42% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 141.95 K | $10.76 M | 35.84% | 1.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 141.72 K | $10.74 M | -6.90% | 1.14% |
| JPMORGAN CHASE & CO | 08/12/2026 | 121.79 K | $9.19 M | 1.49% | 0.98% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 114.84 K | $8.70 M | -0.23% | 0.93% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 114.61 K | $8.69 M | -18.51% | 0.92% |
| THEORY FINANCIAL LLC | 07/31/2026 | 109.39 K | $8.29 M | 22.14% | 0.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 105.00 K | $7.96 M | -2.10% | 0.85% |
| PROVIDENT WEALTH MANAGEMENT, LLC | 08/04/2026 | 101.90 K | $7.72 M | 2.32% | 0.82% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 84.76 K | $6.42 M | 0.47% | 0.68% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 84.34 K | $6.39 M | -2.92% | 0.68% |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 07/15/2026 | 79.47 K | $6.02 M | -1.41% | 0.64% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 78.20 K | $5.93 M | -2.51% | 0.63% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 77.79 K | $5.89 M | -2.54% | 0.63% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 66.42 K | $5.03 M | 22.08% | 0.54% |
| SYLVEST ADVISORS, LLC | 07/22/2026 | 62.15 K | $4.71 M | 9.24% | 0.50% |
| TOPTIER WEALTH MANAGEMENT, LLC | 07/14/2026 | 60.69 K | $4.60 M | -0.32% | 0.49% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 59.95 K | $4.54 M | -2.80% | 0.48% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 48.66 K | $3.69 M | 2.93% | 0.39% |
| CENTRAL TRUST CO | 07/31/2026 | 48.51 K | $3.68 M | 11.59% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 48.36 K | $3.66 M | 3.25% | 0.39% |
| ROAN CAPITAL PARTNERS | 07/09/2026 | 47.95 K | $3.63 M | 8.91% | 0.39% |
| GREAT POINT WEALTH ADVISORS, LLC | 07/23/2026 | 46.77 K | $3.54 M | -4.27% | 0.38% |
| CULBERTSON A N & CO INC | 07/29/2026 | 45.02 K | $3.41 M | -1.34% | 0.36% |
| LIONSHEAD WEALTH MANAGEMENT, LLC | 07/28/2026 | 41.40 K | $3.14 M | -2.61% | 0.33% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 41.05 K | $3.11 M | 2.32% | 0.33% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 39.84 K | $3.02 M | 62.47% | 0.32% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 38.39 K | $2.91 M | -0.49% | 0.31% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 37.46 K | $2.84 M | -5.20% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 36.47 K | $2.76 M | 762.46% | 0.29% |
| LAUER WEALTH, LLC | 07/15/2026 | 35.98 K | $2.69 M | -2.45% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 34.12 K | $2.59 M | 97.29% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 30.66 K | $2.32 M | -11.10% | 0.25% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 30.32 K | $2.30 M | -0.39% | 0.24% |
| L & S ADVISORS INC | 08/12/2026 | 30.28 K | $2.29 M | 1.20% | 0.24% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 29.16 K | $2.09 M | 109.51% | 0.24% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 27.45 K | $2.08 M | 43.69% | 0.22% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 24.48 K | $1.86 M | -1.08% | 0.20% |
| CITADEL ADVISORS LLC | 09/02/2026 | 23.56 K | $1.79 M | -22.75% | 0.19% |
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WisdomTree U.S. MidCap Fund institutional Ownership - FAQ's
During the previous two years, 264 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were:
DAVENPORT & Co LLC: 889,118
UBS Group AG: 526,139
MORGAN STANLEY: 469,226
BANK OF AMERICA CORP /DE/: 464,685
TRUIST FINANCIAL CORP: 461,410
LPL Financial LLC: 446,533
62.04% of WisdomTree U.S. MidCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.42 M shares in the last 24 months. This purchase volume represents approximately $829.81 M in transactions.