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WisdomTree US MidCap Fund
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Overview Fund Activity

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$9.31M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.5M
3
CF
3
Centaurus Financial
California
$2.28M
4
AWM
4
AE Wealth Management
Kansas
$2.1M
5
CFA
5
Carroll Financial Associates
North Carolina
$1.79M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.5M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M
5
NFC
5
Northeast Financial Consultants
Connecticut
$5.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.63M 115,715 -3,626 -3%
MWM
27
Marietta Wealth Management
Georgia
$4.34M 108,363 +5,473 +5%
OWM
28
Orgel Wealth Management
Wisconsin
$4.18M 104,594 +5,809 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.18M 104,598 +10,877 +12%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$4.06M 101,475 -1,855 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.49M 87,214 +2,629 +3%
BFG
32
Barber Financial Group
Kansas
$3.21M 80,354 +1,373 +2%
AC
33
Avestar Capital
New York
$2.98M 74,522 -2,100 -3%
CWM
34
Capital Wealth Management
Rhode Island
$2.9M 72,534 -3,716 -5%
AG
35
Advisor Group
Arizona
$2.83M 70,746 +1,845 +3%
OC
36
Oppenheimer & Co
New York
$2.76M 69,012 +29,427 +74%
CANC
37
Culbertson A N & Co
Virginia
$2.43M 60,815 +449 +0.7%
IDA
38
Intelligence Driven Advisers
California
$2.31M 57,704 -1,667 -3%
FHA
39
Flagship Harbor Advisors
Massachusetts
$2.29M 57,347 -6,663 -10%
CF
40
Centaurus Financial
California
$2.28M 56,987 +54,849 +2,565%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.15M 53,752 +3,010 +6%
AWM
42
AE Wealth Management
Kansas
$2.1M 52,547 +52,547 New
S
43
Surevest
California
$2.1M 52,378 +3,448 +7%
CA
44
Continuum Advisory
Idaho
$1.97M 49,008 -2,588 -5%
FLI
45
Family Legacy Inc
South Carolina
$1.95M 48,665 +302 +0.6%
CFA
46
Carroll Financial Associates
North Carolina
$1.79M 44,854 +44,689 +27,084%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.76M 44,068 +7,312 +20%
NA
48
NewEdge Advisors
Louisiana
$1.76M 44,016 -734 -2%
GIA
49
GHP Investment Advisors
Colorado
$1.64M 40,975 -297 -0.7%
CW
50
CreativeOne Wealth
Kansas
$1.44M 35,984 +485 +1%
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