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WisdomTree US MidCap Fund

72 hedge funds and large institutions have $304M invested in WisdomTree US MidCap Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
11
Increased
35
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RDM
51
Retirement Design & Management
Connecticut
$247K 2,603 -175 -6%
WA
52
WFG Advisors
Texas
$221K 2,329 +270 +13%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$220K 2,314 +1 +0%
CAN
54
Cetera Advisor Networks
California
$208K 2,169
PWAP
55
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$208K 2,187 +2,187 New
SWP
56
Stratos Wealth Partners
Ohio
$207K 2,176 -210 -9%
JIC
57
Joel Isaacson & Co
New York
$190K 2,000 +2,000 New
AWS
58
Aris Wealth Services
Pennsylvania
$118K 1,247
CPIG
59
Chicago Partners Investment Group
Illinois
$93K 998 +489 +96%
CAL
60
Capital Advisors Ltd
Ohio
$71K 744 +339 +84%
US Bancorp
61
US Bancorp
Minnesota
$58K 608
WRM
62
Westport Resources Management
Connecticut
$56K 590
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$38K 400 +400 New
EWM
64
Evercore Wealth Management
New York
$26K 275 +275 New
LIA
65
LS Investment Advisors
Michigan
$11K 120
VIA
66
Vantage Investment Advisors
Pennsylvania
$7K 77 -77 -50%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$6K 61 +61 New
BC
68
Bartlett & Co
Ohio
$5K 55
TCOV
69
Trust Company of Vermont
Vermont
$4K 38 -6 -14%
WOC
70
West Oak Capital
California
$3.33K 35 +35 New
RJFSA
71
Raymond James Financial Services Advisors
Florida
-149,940 Closed
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
-124,189 Closed
Creative Planning
73
Creative Planning
Kansas
-684 Closed
SEI Investments
74
SEI Investments
Pennsylvania
$0 2
Parallax Volatility Advisers
75
Parallax Volatility Advisers
California
$0 1