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WisdomTree US MidCap Fund
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Overview Fund Activity

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93.7M
2
BFG
2
Barber Financial Group
Kansas
$3.65M
3
SB
3
Suntrust Banks
Georgia
$65.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.6M
5
FLI
5
Family Legacy Inc
South Carolina
$1.68M

Top Sellers

1
ICOA
1
Investment Centers of America
North Dakota
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1K
3
CA
3
Cetera Advisors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03M
5
VC
5
Vicus Capital
Pennsylvania
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
26
Flagship Harbor Advisors
Massachusetts
$2.78M 68,728 -778 -1%
AG
27
Advisor Group
Arizona
$2.59M 65,127 +7,402 +13%
Ameriprise
28
Ameriprise
Minnesota
$2.57M 64,739 +40,164 +163%
CANC
29
Culbertson A N & Co
Virginia
$2.26M 56,868 +3,620 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.15M 54,272 +4,712 +10%
CFD
31
Creative Financial Designs
Indiana
$2.14M 53,893 -5,660 -10%
SMFS
32
Squar Milner Financial Services
California
$1.72M 41,553 +41,553 New
FLI
33
Family Legacy Inc
South Carolina
$1.68M 42,370 +42,370 New
DC
34
Davenport & Co
Virginia
$1.6M 40,300 +20,735 +106%
Stifel Financial
35
Stifel Financial
Missouri
$1.3M 32,609 -715 -2%
VC
36
Vicus Capital
Pennsylvania
$1.23M 30,970 -14,473 -32%
OWM
37
Orgel Wealth Management
Wisconsin
$1.21M 30,581 +23,154 +312%
SEI Investments
38
SEI Investments
Pennsylvania
$1.07M 26,928 -678 -2%
HWA
39
HCR Wealth Advisors
California
$1.03M 25,950 +4,063 +19%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.03M 25,866 -18,865 -42%
SFG
41
StrategIQ Financial Group
Indiana
$994K 25,052 +4,267 +21%
BTS
42
BB&T Securities
Virginia
$969K 24,422 +734 +3%
SWM
43
SVA Wealth Management
Wisconsin
$901K 22,719 – –
Jane Street
44
Jane Street
New York
$878K 22,116 +6,200 +39%
PAG
45
Private Advisor Group
New Jersey
$844K 20,972 -6,775 -24%
IWM
46
IHT Wealth Management
Illinois
$805K 19,943 +19,943 New
CAM
47
Covenant Asset Management
New Jersey
$742K 18,700 -525 -3%
Citigroup
48
Citigroup
New York
$741K 18,670 +500 +3%
APA
49
American Portfolios Advisors
New York
$732K 18,456 +18,456 New
Baird Financial Group
50
Baird Financial Group
Wisconsin
$688K 17,342 -7,821 -31%
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