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WisdomTree US MidCap Fund
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Overview Fund Activity

125 hedge funds and large institutions have $496M invested in WisdomTree US MidCap Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
24
Increased
34
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
3AM
2
3D Asset Management
Connecticut
$19.6M
3
Ameriprise
3
Ameriprise
Minnesota
$6.8M
4
SB
4
Suntrust Banks
Georgia
$60.5M
5
PAG
5
Private Advisor Group
New Jersey
$5.08M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$17.8M
4
RJA
4
Raymond James & Associates
Florida
$553K
5
Wells Fargo
5
Wells Fargo
California
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$3.33M +$455K +13,255 +16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.17M -$133K -3,866 -4%
OWM
28
Orgel Wealth Management
Wisconsin
$3M +$1.29M +37,699 +76%
AG
29
Advisor Group
Arizona
$2.98M -$70.4K -2,052 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.96M +$287K +8,365 +11%
LFG
31
LifePlan Financial Group
Ohio
$2.93M -$626K -18,245 -18%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.81M -$974K -28,416 -26%
CWM
33
Capital Wealth Management
Rhode Island
$2.75M -$131K -3,830 -5%
AC
34
Avestar Capital
New York
$2.74M -$2.77M -81,437 -50%
FHA
35
Flagship Harbor Advisors
Massachusetts
$2.57M -$48K -1,400 -2%
BFG
36
Barber Financial Group
Kansas
$2.52M +$170K +4,972 +7%
AW
37
ACG Wealth
Georgia
$2.29M -$51.5K -1,503 -2%
CANC
38
Culbertson A N & Co
Virginia
$2.01M +$16.3K +476 +0.8%
IDA
39
Intelligence Driven Advisers
California
$1.65M +$1.65M +48,066 New
FLI
40
Family Legacy Inc
South Carolina
$1.63M +$54K +1,573 +3%
CFD
41
Creative Financial Designs
Indiana
$1.59M -$295K -8,599 -16%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$1.38M +40,254 +648%
TRCT
43
Tower Research Capital (TRC)
New York
$1.51M +$1.51M +44,110 New
SMFS
44
Squar Milner Financial Services
California
$1.35M +$9.26K +270 +0.7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +38,252 New
SFG
46
StrategIQ Financial Group
Indiana
$1.21M -$62.8K -1,832 -5%
S
47
Surevest
California
$1.13M +$1.13M +32,957 New
SIG
48
Sargent Investment Group
Maryland
$1.03M +$1.03M +29,970 New
HFA
49
HC Financial Advisors
California
$1.03M +$522K +15,228 +103%
GRP
50
Global Retirement Partners
California
$1.02M +$34.3K +1,000 +3%
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