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WisdomTree US MidCap Fund
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Overview Fund Activity

75 hedge funds and large institutions have $291M invested in WisdomTree US MidCap Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
10
Increased
30
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$9.93M
2
Bank of America
2
Bank of America
North Carolina
$31.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.65M
4
SB
4
Suntrust Banks
Georgia
$19.6M
5
AIG
5
American International Group
New York
$3.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.87M
2
Jane Street
2
Jane Street
New York
$1.63M
3
HF
3
HRT Financial
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$59.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$737K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.85M 21,576 +604 +3%
Jane Street
27
Jane Street
New York
$1.63M 18,919 -66,107 -78%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.31M 15,199 +62 +0.4%
MFS
29
MSI Financial Services
Massachusetts
$1.15M 13,326 -5,319 -29%
CWM
30
Concert Wealth Management
California
$1.12M 13,040 -285 -2%
CANC
31
Culbertson A N & Co
Virginia
$1.07M 12,473 -438 -3%
ICOA
32
Investment Centers of America
North Dakota
$994K 11,554 -1,683 -13%
SWM
33
SVA Wealth Management
Wisconsin
$938K 10,915 +1,652 +18%
VFA
34
Voya Financial Advisors
Connecticut
$915K 10,792 +1,300 +14%
Citigroup
35
Citigroup
New York
$855K 9,951 -103 -1%
BTS
36
BB&T Securities
Virginia
$828K 9,648 +1,200 +14%
PTC
37
Private Trust Company
Ohio
$743K 8,656 – –
SG Americas Securities
38
SG Americas Securities
New York
$737K 8,576 -16,344 -66%
AI
39
Atria Investments
North Carolina
$644K 7,492 +1,390 +23%
CW
40
Cobiz Wealth
Colorado
$547K 6,367 +349 +6%
VKH
41
Virtu KCG Holdings
New York
$539K 6,273 +6,273 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$526K 6,120 +100 +2%
FA
43
FDx Advisors
Illinois
$452K 5,266 -159 -3%
UR
44
USCA RIA
Texas
$443K 5,160 +700 +16%
PAG
45
Private Advisor Group
New Jersey
$412K 4,799 -2,532 -35%
BRWA
46
B. Riley Wealth Advisors
Florida
$370K 4,303 +821 +24%
Stifel Financial
47
Stifel Financial
Missouri
$345K 4,013 +1,342 +50%
NFG
48
Next Financial Group
Texas
$341K 3,970 -1,120 -22%
DADC
49
D.A. Davidson & Co
Montana
$308K 3,593 -2,183 -38%
IT
50
Independence Trust
Tennessee
$295K 3,435 +3,435 New
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2
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