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WisdomTree US MidCap Fund
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Overview Fund Activity

60 hedge funds and large institutions have $226M invested in WisdomTree US MidCap Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
11
Increased
28
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30M
2
Jane Street
2
Jane Street
New York
$7.17M
3
U
3
UBS
Switzerland
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$17.7M
5
ACM
5
Argentus Capital Management
Texas
$2.37M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$43.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$260K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$565K
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$928K +$368K +12,609 +66%
FANJ
27
Financial Architects (New Jersey)
New Jersey
$889K +$889K +30,480 New
Citigroup
28
Citigroup
New York
$803K -$91.2K -3,126 -10%
PTC
29
Private Trust Company
Ohio
$781K – – –
MFS
30
MSI Financial Services
Massachusetts
$751K +$204K +7,005 +37%
Ameriprise
31
Ameriprise
Minnesota
$714K +$131K +4,503 +23%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$565K -$729K -24,999 -56%
FIM
33
Freedom Investment Management
Connecticut
$540K +$41.1K +1,410 +8%
NFG
34
Next Financial Group
Texas
$534K +$526K +18,045 +6,758%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$446K +$39.9K +1,365 +10%
ICOA
36
Investment Centers of America
North Dakota
$445K +$199K +6,843 +81%
SWM
37
SVA Wealth Management
Wisconsin
$412K – – –
VFS
38
VSR Financial Services
Kansas
$391K -$65.8K -2,253 -14%
BRWA
39
B. Riley Wealth Advisors
Florida
$354K -$262K -9,006 -43%
AI
40
Atria Investments
North Carolina
$327K -$98.5K -3,372 -23%
FA
41
FDx Advisors
Illinois
$317K +$317K +10,851 New
HFS
42
HL Financial Services
Kentucky
$302K – – –
M&T Bank
43
M&T Bank
New York
$271K +$271K +9,300 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$260K -$2.85M -97,578 -92%
UR
45
USCA RIA
Texas
$244K +$35K +1,200 +17%
BBA
46
BLB&B Advisors
Pennsylvania
$232K – – –
CW
47
Cobiz Wealth
Colorado
$219K +$219K +7,515 New
WA
48
WFG Advisors
Texas
$182K +$182K +6,222 New
GSC
49
Ground Swell Capital
South Carolina
$110K +$110K +3,786 New
DADC
50
D.A. Davidson & Co
Montana
$101K +$76.7K +2,640 +315%
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