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WisdomTree US MidCap Fund
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Overview Fund Activity

84 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
34
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$58.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.2M
4
HT
4
Hefren-Tillotson
Pennsylvania
$6.1M
5
MWM
5
Marietta Wealth Management
Georgia
$4.51M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FLI
3
Family Legacy Inc
South Carolina
$0
4
CWM
4
Concert Wealth Management
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.85M 49,560 -3,657 -7%
ICOA
27
Investment Centers of America
North Dakota
$1.71M 45,737 +6,875 +18%
VC
28
Vicus Capital
Pennsylvania
$1.69M 45,443 -5,722 -11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.67M 44,731 -11,625 -21%
Stifel Financial
30
Stifel Financial
Missouri
$1.24M 33,324 -720 -2%
PAG
31
Private Advisor Group
New Jersey
$1.04M 27,747 +11,849 +75%
SEI Investments
32
SEI Investments
Pennsylvania
$1.03M 27,606 – –
Baird Financial Group
33
Baird Financial Group
Wisconsin
$937K 25,163 +517 +2%
CA
34
Cetera Advisors
Colorado
$926K 24,873 – –
Ameriprise
35
Ameriprise
Minnesota
$915K 24,575 +49 +0.2%
BTS
36
BB&T Securities
Virginia
$882K 23,688 +1,100 +5%
SWM
37
SVA Wealth Management
Wisconsin
$846K 22,719 -300 -1%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$845K 22,767 +1,288 +6%
HWA
39
HCR Wealth Advisors
California
$815K 21,887 +6,634 +43%
SFG
40
StrategIQ Financial Group
Indiana
$774K 20,785 +4,953 +31%
DC
41
Davenport & Co
Virginia
$729K 19,565 +19,565 New
CAM
42
Covenant Asset Management
New Jersey
$716K 19,225 – –
Citigroup
43
Citigroup
New York
$677K 18,170 – –
FIM
44
Freedom Investment Management
Connecticut
$613K 16,460 +1,164 +8%
Jane Street
45
Jane Street
New York
$593K 15,916 +678 +4%
RJA
46
Raymond James & Associates
Florida
$579K 15,552 -8,997 -37%
CA
47
Cornerstone Advisory
Maryland
$575K 15,461 +170 +1%
AEPG
48
American Economic Planning Group
New Jersey
$526K 14,126 +1,604 +13%
AI
49
Atria Investments
North Carolina
$511K 13,720 +1,599 +13%
IFWM
50
Institute for Wealth Management
Colorado
$508K 13,646 – –
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2
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