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WisdomTree US MidCap Fund
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Overview Fund Activity

72 hedge funds and large institutions have $304M invested in WisdomTree US MidCap Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
11
Increased
35
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.08M
2
HF
2
HRT Financial
New York
$3.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.3M
4
NFC
4
Northeast Financial Consultants
Connecticut
$7.99M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.09M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
UBS Group
3
UBS Group
Switzerland
$26.8M
4
Bank of America
4
Bank of America
North Carolina
$28.2M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
26
Managed Account Advisors
New Jersey
$1.69M 17,776 +4,559 +34%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.44M 15,137 +5,446 +56%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.41M 14,865 +2,273 +18%
CWM
29
Concert Wealth Management
California
$1.28M 13,325 – –
ICOA
30
Investment Centers of America
North Dakota
$1.26M 13,237 +2,672 +25%
CANC
31
Culbertson A N & Co
Virginia
$1.23M 12,911 +963 +8%
AIG
32
American International Group
New York
$1.04M 10,957 +390 +4%
Citigroup
33
Citigroup
New York
$955K 10,054 +1,612 +19%
VFA
34
Voya Financial Advisors
Connecticut
$899K 9,492 +314 +3%
SWM
35
SVA Wealth Management
Wisconsin
$880K 9,263 +664 +8%
PTC
36
Private Trust Company
Ohio
$822K 8,656 – –
BTS
37
BB&T Securities
Virginia
$802K 8,448 +1,240 +17%
PAG
38
Private Advisor Group
New Jersey
$697K 7,331 +7,331 New
AI
39
Atria Investments
North Carolina
$580K 6,102 +709 +13%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$572K 6,020 +277 +5%
CW
41
Cobiz Wealth
Colorado
$572K 6,018 +345 +6%
DADC
42
D.A. Davidson & Co
Montana
$548K 5,776 +227 +4%
FA
43
FDx Advisors
Illinois
$515K 5,425 -75 -1%
FIM
44
Freedom Investment Management
Connecticut
$492K 5,173 +240 +5%
NFG
45
Next Financial Group
Texas
$483K 5,090 -298 -6%
UR
46
USCA RIA
Texas
$424K 4,460 +920 +26%
BRWA
47
B. Riley Wealth Advisors
Florida
$331K 3,482 +141 +4%
M&T Bank
48
M&T Bank
New York
$295K 3,100 – –
RCG
49
Ruggie Capital Group
Florida
$262K 2,796 +2,796 New
Stifel Financial
50
Stifel Financial
Missouri
$251K 2,671 +2,671 New
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