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 | 04/15/2026 | 722.89 K | $48.59 M | 16.66% | 6.11% |
| UBS GROUP AG | 05/05/2026 | 580.02 K | $38.99 M | -3.89% | 4.90% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 494.65 K | $33.25 M | -2.21% | 4.18% |
| MORGAN STANLEY | 05/15/2026 | 459.91 K | $30.91 M | 0.14% | 3.89% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 438.93 K | $29.50 M | 17.07% | 3.71% |
| LPL FINANCIAL LLC | 05/06/2026 | 429.15 K | $28.85 M | 72.02% | 3.63% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 322.81 K | $21.70 M | -2.95% | 2.73% |
| EQIS CAPITAL MANAGEMENT, INC. | 04/22/2026 | 294.05 K | $19.77 M | -2.48% | 2.48% |
| CONSOLIDATED PLANNING CORP | 04/16/2026 | 262.31 K | $17.63 M | 2.68% | 2.22% |
| IEQ CAPITAL, LLC | 05/15/2026 | 203.58 K | $13.68 M | 0.00% | 1.72% |
| CLEARWATER CAPITAL ADVISORS, LLC | 05/13/2026 | 191.66 K | $12.88 M | 3.94% | 1.62% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 175.02 K | $11.76 M | 0.80% | 1.48% |
| ROYAL BANK OF CANADA | 05/15/2026 | 152.22 K | $10.23 M | 15.30% | 1.29% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 140.65 K | $9.45 M | -9.89% | 1.19% |
| JPMORGAN CHASE & CO | 05/13/2026 | 120.00 K | $7.86 M | -0.74% | 1.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 115.11 K | $7.74 M | 25.59% | 0.97% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 107.25 K | $7.21 M | -28.27% | 0.91% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 104.50 K | $7.02 M | 0.13% | 0.88% |
| PROVIDENT WEALTH MANAGEMENT, LLC | 04/17/2026 | 99.59 K | $6.69 M | 1.16% | 0.84% |
| THEORY FINANCIAL LLC | 05/05/2026 | 89.56 K | $6.02 M | 26.81% | 0.76% |
| 05/14/2026 | 86.88 K | $5.84 M | -0.08% | 0.73% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 84.36 K | $5.67 M | -1.83% | 0.71% |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 04/23/2026 | 80.61 K | $5.42 M | -4.94% | 0.68% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 80.21 K | $5.39 M | -1.63% | 0.68% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 79.81 K | $5.36 M | -0.39% | 0.67% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 61.68 K | $4.15 M | -4.19% | 0.52% |
| 05/06/2026 | 60.88 K | $4.09 M | -0.05% | 0.51% | |
| SYLVEST ADVISORS, LLC | 04/22/2026 | 56.89 K | $3.82 M | 16.04% | 0.48% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 54.41 K | $3.65 M | 13.59% | 0.46% |
| GREAT POINT WEALTH ADVISORS, LLC | 04/27/2026 | 48.86 K | $3.28 M | -1.80% | 0.41% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 47.27 K | $3.18 M | 4.48% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 46.83 K | $3.15 M | -0.04% | 0.40% |
| CULBERTSON A N & CO INC | 05/12/2026 | 45.63 K | $3.07 M | -0.19% | 0.39% |
| 04/16/2026 | 44.03 K | $2.96 M | 100.00% | 0.37% | |
| CENTRAL TRUST CO | 04/17/2026 | 43.47 K | $2.92 M | 23.00% | 0.37% |
| LIONSHEAD WEALTH MANAGEMENT, LLC | 05/11/2026 | 42.51 K | $2.86 M | -1.91% | 0.36% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 40.12 K | $2.70 M | 100.00% | 0.34% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 39.51 K | $2.64 M | -57.65% | 0.33% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 38.58 K | $2.59 M | -1.18% | 0.33% |
| LAUER WEALTH, LLC | 04/13/2026 | 36.88 K | $2.57 M | 1.27% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 34.49 K | $2.32 M | 13.31% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 32.47 K | $2.18 M | 7.99% | 0.27% |
| CITADEL ADVISORS LLC | 05/15/2026 | 30.49 K | $2.05 M | 100.00% | 0.26% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 30.44 K | $2.05 M | 0.00% | 0.26% |
| L & S ADVISORS INC | 05/11/2026 | 29.92 K | $2.01 M | 2.09% | 0.25% |
| MATHER GROUP, LLC. | 04/13/2026 | 24.76 K | $1.66 M | -0.59% | 0.21% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 24.75 K | $1.66 M | 0.00% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 24.52 K | $1.65 M | 18.02% | 0.21% |
| 05/13/2026 | 22.83 K | $1.53 M | -0.17% | 0.19% | |
| CRUX WEALTH ADVISORS | 04/24/2026 | 21.89 K | $1.47 M | -10.59% | 0.18% |
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WisdomTree U.S. MidCap Fund institutional Ownership - FAQ's
During the previous two years, 243 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
BANK OF AMERICA CORP /DE/: 494,646
MORGAN STANLEY: 459,906
TRUIST FINANCIAL CORP: 438,925
LPL Financial LLC: 429,148
64.02% of WisdomTree U.S. MidCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.08 M shares in the last 24 months. This purchase volume represents approximately $806.73 M in transactions.