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 | 01/12/2026 | 619.65 K | $41.39 M | 9.23% | 5.32% |
| UBS GROUP AG | 01/29/2026 | 603.53 K | $40.32 M | -1.68% | 5.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 505.84 K | $33.79 M | -0.49% | 4.24% |
| MORGAN STANLEY | 02/13/2026 | 459.28 K | $30.68 M | -0.74% | 3.85% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 374.94 K | $25.05 M | -4.00% | 3.22% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 332.63 K | $22.22 M | 2.44% | 2.81% |
| EQIS CAPITAL MANAGEMENT, INC. | 02/06/2026 | 301.52 K | $20.14 M | -3.53% | 2.55% |
| CONSOLIDATED PLANNING CORP | 01/28/2026 | 255.47 K | $17.07 M | 27.84% | 2.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 249.48 K | $16.66 M | -74.29% | 2.11% |
| 02/17/2026 | 207.28 K | $207.28 M | 100.00% | 1.74% | |
| IEQ CAPITAL, LLC | 02/13/2026 | 203.58 K | $13.60 M | -0.74% | 1.72% |
| CLEARWATER CAPITAL ADVISORS, LLC | 02/09/2026 | 184.40 K | $12.32 M | 2.45% | 1.56% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 173.63 K | $11.60 M | 5.01% | 1.47% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 156.08 K | $10.43 M | -1.49% | 1.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 149.52 K | $9.99 M | 6.10% | 1.26% |
| ROYAL BANK OF CANADA | 02/17/2026 | 132.02 K | $8.82 M | 69.40% | 1.11% |
| JPMORGAN CHASE & CO | 02/11/2026 | 120.89 K | $8.08 M | -2.86% | 1.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 104.37 K | $6.97 M | -14.84% | 0.88% |
| PROVIDENT WEALTH MANAGEMENT, LLC | 01/28/2026 | 98.45 K | $6.58 M | 3.99% | 0.84% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 93.30 K | $6.23 M | 3.29% | 0.78% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 91.66 K | $6.12 M | -4.14% | 0.77% |
| 02/18/2026 | 86.94 K | $5.81 B | 100.00% | 0.73% | |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 01/28/2026 | 84.79 K | $5.66 M | 6.02% | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 85.94 K | $5.74 M | -0.33% | 0.72% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 81.54 K | $5.45 M | 0.65% | 0.70% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 80.12 K | $5.35 M | -15.00% | 0.69% |
| THEORY FINANCIAL LLC | 02/10/2026 | 70.63 K | $4.93 M | -14.74% | 0.60% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 64.38 K | $4.30 M | -9.66% | 0.54% |
| 02/12/2026 | 60.92 K | $4.07 M | 100.00% | 0.51% | |
| GREAT POINT WEALTH ADVISORS, LLC | 01/26/2026 | 49.75 K | $3.32 M | -13.90% | 0.43% |
| SYLVEST ADVISORS, LLC | 01/20/2026 | 49.03 K | $3.28 M | 11.00% | 0.42% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 47.90 K | $3.20 M | 15.05% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 46.85 K | $3.13 M | -29.11% | 0.39% |
| CULBERTSON A N & CO INC | 01/21/2026 | 45.71 K | $3.05 M | -1.40% | 0.39% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 45.25 K | $3.02 M | 10.92% | 0.38% |
| WESTWOOD WEALTH MANAGEMENT | 01/20/2026 | 43.34 K | $2.90 M | 100.00% | 0.37% |
| LIONSHEAD WEALTH MANAGEMENT, LLC | 01/13/2026 | 43.34 K | $2.90 M | -5.19% | 0.37% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 39.04 K | $2.61 M | -0.79% | 0.34% |
| LAUER WEALTH, LLC | 01/12/2026 | 36.41 K | $2.52 M | -0.52% | 0.31% |
| CENTRAL TRUST CO | 02/02/2026 | 35.34 K | $2.36 M | 11.45% | 0.30% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 30.44 K | $2.03 M | 2.76% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 30.44 K | $2.03 M | 13.57% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 30.06 K | $2.01 M | 120.82% | 0.25% |
| L & S ADVISORS INC | 02/05/2026 | 29.30 K | $1.96 M | -0.74% | 0.25% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 27.16 K | $1.81 M | -10.73% | 0.23% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 24.74 K | $1.65 M | -2.36% | 0.21% |
| CRUX WEALTH ADVISORS | 01/21/2026 | 24.48 K | $1.64 M | -19.90% | 0.21% |
| MATHER GROUP, LLC. | 01/13/2026 | 24.90 K | $1.66 M | -0.13% | 0.21% |
| 02/13/2026 | 22.87 K | $1.53 M | 100.00% | 0.19% | |
| APELLA CAPITAL, LLC | 01/21/2026 | 20.93 K | $1.40 M | 0.00% | 0.18% |
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WisdomTree U.S. MidCap Fund institutional Ownership - FAQ's
During the previous two years, 241 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were:
DAVENPORT & Co LLC: 722,893
UBS Group AG: 580,020
TRUIST FINANCIAL CORP: 438,925
Eqis Capital Management, Inc.: 294,048
Consolidated Planning Corp: 262,309
Private Advisor Group, LLC: 175,021
63.79% of WisdomTree U.S. MidCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.10 M shares in the last 24 months. This purchase volume represents approximately $807.98 M in transactions.