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WisdomTree US MidCap Fund
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Overview Fund Activity

80 hedge funds and large institutions have $306M invested in WisdomTree US MidCap Fund in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
12
Increased
31
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$15.8M
2
UBS Group
2
UBS Group
Switzerland
$31.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.03M
4
TA
4
TMD & Associates
Arizona
$4.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.39M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.1M
2
GI
2
Gradient Investments
Minnesota
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$27.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$646K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.63M 18,691 -228 -1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.6M 18,331 -20,621 -53%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.3M 14,913 -286 -2%
CANC
29
Culbertson A N & Co
Virginia
$1.24M 14,278 +1,805 +14%
GI
30
Gradient Investments
Minnesota
$1.18M 13,566 -84,971 -86%
CWM
31
Concert Wealth Management
California
$1.14M 13,100 +60 +0.5%
ICOA
32
Investment Centers of America
North Dakota
$1.11M 12,681 +1,127 +10%
SWM
33
SVA Wealth Management
Wisconsin
$846K 9,710 -1,205 -11%
BTS
34
BB&T Securities
Virginia
$840K 9,648 – –
Citigroup
35
Citigroup
New York
$791K 9,083 -868 -9%
RDM
36
Retirement Design & Management
Connecticut
$765K 8,774 +6,171 +237%
PTC
37
Private Trust Company
Ohio
$754K 8,656 – –
IA
38
IFP Advisors
Florida
$740K 8,497 +8,497 New
AI
39
Atria Investments
North Carolina
$674K 8,275 +783 +10%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$646K 7,414 -19,215 -72%
VKH
41
Virtu KCG Holdings
New York
$633K 7,265 +992 +16%
CW
42
Cobiz Wealth
Colorado
$557K 6,387 +20 +0.3%
VFA
43
Voya Financial Advisors
Connecticut
$533K 6,061 -4,731 -44%
Stifel Financial
44
Stifel Financial
Missouri
$525K 6,028 +2,015 +50%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$514K 5,894 -226 -4%
PAG
46
Private Advisor Group
New Jersey
$493K 5,661 +862 +18%
FIM
47
Freedom Investment Management
Connecticut
$480K 5,504 -7,297 -57%
UR
48
USCA RIA
Texas
$476K 5,460 +300 +6%
BRWA
49
B. Riley Wealth Advisors
Florida
$401K 4,593 +290 +7%
Ameriprise
50
Ameriprise
Minnesota
$365K 4,186 +4,186 New
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