WISDOMTREE TR US MIDCAP FUND is a security (CUSIP 97717W570) tracked across SEC portfolio filings. 185 institutional managers reported $544.6M on Form 13F as of 2026-06-30.
Showing 15 of 185 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| DAVENPORT & Co LLC | RICHMOND, VA | $67.4M | 889,118 |
| UBS Group AG | Zurich, V8 | $39.0M | 580,020 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $35.0M | 461,410 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $33.3M | 494,646 |
| MORGAN STANLEY | NEW YORK, NY | $30.9M | 459,906 |
| LPL Financial LLC | FORT MILL, SC | $28.8M | 429,148 |
| Baird Financial Group, Inc. | MILWAUKEE, WI | $21.7M | 322,814 |
| CPC Advisors, LLC | Atlanta, GA | $20.3M | 267,688 |
| Freedom Investment Management, Inc. | HARTFORD, CT | $19.8M | 294,048 |
| Clearwater Capital Advisors, LLC | HOFFMAN ESTATES, IL | $14.6M | 192,023 |
| IEQ CAPITAL, LLC | Foster City, CA | $13.7M | 203,578 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $13.4M | 176,452 |
| Royal Bank of Canada | TORONTO, A6 | $10.2M | 152,224 |
| HighTower Advisors, LLC | CHICAGO, IL | $8.7M | 114,614 |
| THEORY FINANCIAL LLC | FORT COLLINS, CO | $8.3M | 109,393 |