# WISDOMTREE TR US MIDCAP FUND

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: US MIDCAP FUND
- CUSIP: 97717W570
- 13F holders: 185
- 13F value: $544.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 185 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [DAVENPORT & Co LLC](https://search.stillhousedata.com/firm/1588) | 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $28.8M | 429,148 |
| Baird Financial Group, Inc. | MILWAUKEE, WI | $21.7M | 322,814 |
| [CPC Advisors, LLC](https://search.stillhousedata.com/firm/111025) | Atlanta, GA | $20.3M | 267,688 |
| [Freedom Investment Management, Inc.](https://search.stillhousedata.com/firm/126052) | HARTFORD, CT | $19.8M | 294,048 |
| [Clearwater Capital Advisors, LLC](https://search.stillhousedata.com/firm/139886) | HOFFMAN ESTATES, IL | $14.6M | 192,023 |
| [IEQ CAPITAL, LLC](https://search.stillhousedata.com/firm/301819) | Foster City, CA | $13.7M | 203,578 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $13.4M | 176,452 |
| Royal Bank of Canada | TORONTO, A6 | $10.2M | 152,224 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $8.7M | 114,614 |
| [THEORY FINANCIAL LLC](https://search.stillhousedata.com/firm/304084) | FORT COLLINS, CO | $8.3M | 109,393 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717W570.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.