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WisdomTree US MidCap Fund
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Overview Fund Activity

129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-29
Holders Change %
-18.35%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
15
Increased
34
Reduced
57
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$10.8M
2
3AM
2
3D Asset Management
Connecticut
$22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.58M
4
Bank of America
4
Bank of America
North Carolina
$20.2M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.05M

Top Sellers

1
TLIC
1
Taiyo Life Insurance Company
Japan
$0
2
RW
2
RVW Wealth
California
$7.31M
3
QCM
3
Quest Capital Management
Texas
$233K
4
Morgan Stanley
4
Morgan Stanley
New York
$38.1M
5
OWM
5
Orgel Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PSI Advisors
Florida
$2.37M -$65.1K -2,478 -3%
FANJ
27
Financial Architects (New Jersey)
New Jersey
$2.32M -$902K -34,145 -28%
TRCT
28
Tower Research Capital (TRC)
New York
$2.05M +$2M +75,644 +3,604%
CF
29
Centaurus Financial
California
$1.68M +$156K +5,897 +10%
CANC
30
Culbertson A N & Co
Virginia
$1.54M -$66.3K -2,509 -4%
Ameriprise
31
Ameriprise
Minnesota
$1.37M -$1.31M -49,517 -49%
FLI
32
Family Legacy Inc
South Carolina
$1.35M +$27.9K +1,058 +2%
TAM
33
Townsend Asset Management
North Carolina
$1.32M +$37.4K +1,416 +3%
GIA
34
GHP Investment Advisors
Colorado
$1.32M +$203K +7,690 +18%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.29M -$442K -16,729 -26%
AF
36
Advisornet Financial
Minnesota
$1.28M +$326K +12,326 +34%
NA
37
NewEdge Advisors
Louisiana
$1.18M +$41.2K +1,560 +4%
Jane Street
38
Jane Street
New York
$1.09M +$1.09M +41,070 New
GPWA
39
Great Point Wealth Advisors
Massachusetts
$958K +$958K +36,261 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$927K -$576K -21,826 -38%
CFA
41
Carroll Financial Associates
North Carolina
$770K -$4.47M -169,355 -85%
SFG
42
StrategIQ Financial Group
Indiana
$759K -$2.09K -79 -0.3%
GRP
43
Global Retirement Partners
California
$709K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$688K -$686K -25,968 -50%
CA
45
Cetera Advisors
Colorado
$651K +$12K +455 +2%
HFA
46
HC Financial Advisors
California
$648K -$28.8K -1,090 -4%
VC
47
Vicus Capital
Pennsylvania
$595K +$142K +5,367 +31%
IDA
48
Intelligence Driven Advisers
California
$594K -$523K -19,803 -47%
CWM
49
Centric Wealth Management
Illinois
$559K +$559K +14,649 New
IRC
50
Investors Research Corp
Georgia
$535K +$335K +12,677 +167%
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