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WisdomTree US MidCap Fund
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Overview Fund Activity

139 hedge funds and large institutions have $617M invested in WisdomTree US MidCap Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
17
Increased
48
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.75M
2
AWM
2
AE Wealth Management
Kansas
$4.98M
3
SS
3
Simplicity Solutions
Minnesota
$2.77M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.31M
5
DLIC
5
Daido Life Insurance Company
Japan
$15.5M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.06M
2
RW
2
RVW Wealth
California
$29.6M
3
CWM
3
Capital Wealth Management
Rhode Island
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$4.63M 117,298 +862 +0.7%
MWM
27
Marietta Wealth Management
Georgia
$4.47M 113,314 +4,951 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.42M 111,948 -3,767 -3%
OWM
29
Orgel Wealth Management
Wisconsin
$4.33M 109,794 +5,200 +5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.99M 101,026 -449 -0.4%
BFG
31
Barber Financial Group
Kansas
$3.06M 77,671 -2,683 -3%
OC
32
Oppenheimer & Co
New York
$3.02M 76,453 +7,441 +11%
AC
33
Avestar Capital
New York
$2.9M 73,522 -1,000 -1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.86M 72,631 -14,583 -17%
AG
35
Advisor Group
Arizona
$2.81M 71,321 +575 +0.8%
SS
36
Simplicity Solutions
Minnesota
$2.77M 70,128 +70,128 New
CANC
37
Culbertson A N & Co
Virginia
$2.39M 60,590 -225 -0.4%
CF
38
Centaurus Financial
California
$2.35M 59,558 +2,571 +5%
Citadel Advisors
39
Citadel Advisors
Florida
$2.31M 58,603 +58,603 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$2.24M 56,887 -460 -0.8%
CFA
41
Carroll Financial Associates
North Carolina
$2.21M 55,926 +11,072 +25%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.18M 55,218 +1,466 +3%
S
43
Surevest
California
$2.11M 53,584 +1,206 +2%
CA
44
Continuum Advisory
Idaho
$2.1M 54,325 +5,317 +11%
FLI
45
Family Legacy Inc
South Carolina
$2.04M 49,641 +976 +2%
IDA
46
Intelligence Driven Advisers
California
$2.01M 51,067 -6,637 -12%
NA
47
NewEdge Advisors
Louisiana
$1.72M 43,502 -514 -1%
GIA
48
GHP Investment Advisors
Colorado
$1.68M 42,538 +1,563 +4%
Stifel Financial
49
Stifel Financial
Missouri
$1.47M 37,217 +1,635 +5%
SFG
50
StrategIQ Financial Group
Indiana
$1.2M 30,520 +17 +0.1%
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