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WisdomTree US MidCap Fund
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Overview Fund Activity

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$13.8M
2
RJA
2
Raymond James & Associates
Florida
$4.33M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.64M
4
Wells Fargo
4
Wells Fargo
California
$24.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.1M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
Jane Street
2
Jane Street
New York
$777K
3
LPL Financial
3
LPL Financial
California
$5.67M
4
NWP
4
Northstar Wealth Partners
Connecticut
$0
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Capital Wealth Management
Rhode Island
$3.49M 86,792 -6,210 -7%
Ameriprise
27
Ameriprise
Minnesota
$3.24M 81,603 +10,264 +14%
CCA
28
Clearwater Capital Advisors
Illinois
$3.09M 76,941 +6,307 +9%
FHA
29
Flagship Harbor Advisors
Massachusetts
$3.07M 76,396 +2,684 +4%
DC
30
Davenport & Co
Virginia
$2.83M 70,407 +15,460 +28%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.73M 67,916 +2,841 +4%
AG
32
Advisor Group
Arizona
$2.68M 66,669 +1,536 +2%
CWM
33
Cornerstone Wealth Management
Missouri
$2.64M 106,118 +106,118 New
BFG
34
Barber Financial Group
Kansas
$2.55M 63,470 -4,466 -7%
RCG
35
Ruggie Capital Group
Florida
$2.44M 60,611 +5,068 +9%
CF
36
Centaurus Financial
California
$2.28M 56,775 +12,777 +29%
CFD
37
Creative Financial Designs
Indiana
$2.16M 53,757 +1,367 +3%
CANC
38
Culbertson A N & Co
Virginia
$2.14M 53,275 -144 -0.3%
HWA
39
HCR Wealth Advisors
California
$2M 49,165 +22,134 +82%
FLI
40
Family Legacy Inc
South Carolina
$1.84M 45,715 +1,227 +3%
OWM
41
Orgel Wealth Management
Wisconsin
$1.81M 45,069 +5,655 +14%
SMFS
42
Squar Milner Financial Services
California
$1.72M 42,794 -94 -0.2%
SFG
43
StrategIQ Financial Group
Indiana
$1.5M 37,218 +6,035 +19%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.45M 36,134 +16,883 +88%
Stifel Financial
45
Stifel Financial
Missouri
$1.25M 31,199 – –
GRP
46
Global Retirement Partners
California
$1.03M 25,600 +25,600 New
BTS
47
BB&T Securities
Virginia
$975K 24,296 -314 -1%
SEI Investments
48
SEI Investments
Pennsylvania
$960K 23,896 +227 +1%
CA
49
Cetera Advisors
Colorado
$945K 23,495 -305 -1%
VC
50
Vicus Capital
Pennsylvania
$902K 22,448 -1,004 -4%
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