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WisdomTree US MidCap Fund
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Overview Fund Activity

120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
7
Increased
53
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$18.8M
2
HWA
2
HCR Wealth Advisors
California
$14.1M
3
PAG
3
Private Advisor Group
New Jersey
$3.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.5M
5
AW
5
ACG Wealth
Georgia
$2.83M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.49K
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HT
4
Hefren-Tillotson
Pennsylvania
$7.66M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.98M 96,306 +6,628 +7%
NFC
27
Northeast Financial Consultants
Connecticut
$3.97M 95,991 +6,021 +7%
PAG
28
Private Advisor Group
New Jersey
$3.77M 91,225 +70,419 +338%
AG
29
Advisor Group
Arizona
$3.68M 88,948 +22,279 +33%
DC
30
Davenport & Co
Virginia
$3.56M 86,117 +15,710 +22%
CWM
31
Capital Wealth Management
Rhode Island
$3.48M 84,111 -2,681 -3%
CCA
32
Clearwater Capital Advisors
Illinois
$3.47M 83,882 +6,941 +9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.23M 77,997 +10,081 +15%
FHA
34
Flagship Harbor Advisors
Massachusetts
$3.13M 76,276 -120 -0.2%
BFG
35
Barber Financial Group
Kansas
$2.83M 68,528 +5,058 +8%
AW
36
ACG Wealth
Georgia
$2.83M 68,406 +68,406 New
CANC
37
Culbertson A N & Co
Virginia
$2.4M 58,075 +4,800 +9%
CFD
38
Creative Financial Designs
Indiana
$2.28M 55,065 +1,308 +2%
OWM
39
Orgel Wealth Management
Wisconsin
$2.06M 49,911 +4,842 +11%
NA
40
NewEdge Advisors
Louisiana
$1.94M 46,857 +2,432 +5%
FLI
41
Family Legacy Inc
South Carolina
$1.9M 45,921 +206 +0.5%
SMFS
42
Squar Milner Financial Services
California
$1.62M 39,149 -3,645 -9%
RCG
43
Ruggie Capital Group
Florida
$1.58M 38,258 -22,353 -37%
SFG
44
StrategIQ Financial Group
Indiana
$1.53M 37,037 -181 -0.5%
CWM
45
Cornerstone Wealth Management
Missouri
$1.35M 50,658 -55,460 -52%
Stifel Financial
46
Stifel Financial
Missouri
$1.25M 30,299 -900 -3%
GRP
47
Global Retirement Partners
California
$1.18M 28,600 +3,000 +12%
CA
48
Cetera Advisors
Colorado
$1.18M 28,525 +5,030 +21%
AI
49
Atria Investments
North Carolina
$1.02M 24,531 +4,292 +21%
BTS
50
BB&T Securities
Virginia
$1M 24,296 – –
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