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WisdomTree US MidCap Fund
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Overview Fund Activity

75 hedge funds and large institutions have $279M invested in WisdomTree US MidCap Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
4
Increased
19
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$9.98M
2
SB
2
Suntrust Banks
Georgia
$25.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.26M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.43M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$18M
2
GA
2
Gateway Advisory
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.7M
4
LPL Financial
4
LPL Financial
California
$9.99M
5
UBS Group
5
UBS Group
Switzerland
$29M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$315K 3,491 -5,592 -62%
M&T Bank
52
M&T Bank
New York
$279K 3,100 – –
CA
53
Cornerstone Advisory
Maryland
$274K 3,041 +381 +14%
FA
54
FDx Advisors
Illinois
$263K 2,924 -26 -0.9%
RCG
55
Ruggie Capital Group
Florida
$221K 2,455 +2,455 New
SBL
56
Sargent Bickham Lagudis
Colorado
$219K 2,433 +2,433 New
PWAP
57
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$218K 2,422 – –
WA
58
WFG Advisors
Texas
$190K 2,109 – –
JIC
59
Joel Isaacson & Co
New York
$180K 2,000 – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$139K 1,542 – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$117K 1,300 – –
US Bancorp
62
US Bancorp
Minnesota
$90K 1,000 -608 -38%
AssetMark Inc
63
AssetMark Inc
California
$77K 851 -218 -20%
CAL
64
Capital Advisors Ltd
Ohio
$67K 744 – –
WRM
65
Westport Resources Management
Connecticut
$53K 590 – –
CPIG
66
Chicago Partners Investment Group
Illinois
$44K 489 – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$36K 400 – –
GI
68
Gradient Investments
Minnesota
$35K 390 -13,176 -97%
VIA
69
Vantage Investment Advisors
Pennsylvania
$7K 78 – –
BlackRock
70
BlackRock
New York
$6K 62 – –
BC
71
Bartlett & Co
Ohio
$5K 55 – –
GWM
72
Geneos Wealth Management
Colorado
$5K 60 +60 New
LWM
73
LBA Wealth Management
Florida
$3K 30 – –
TCOV
74
Trust Company of Vermont
Vermont
$3K 38 – –
GA
75
Gateway Advisory
New Jersey
– – -89,441 Closed
1 2
3
4