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WisdomTree US MidCap Fund

77 hedge funds and large institutions have $269M invested in WisdomTree US MidCap Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
6
Increased
29
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWAP
51
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$243K +$21.6K +708 +10%
RJA
52
Raymond James & Associates
Florida
$242K -$112K -3,684 -32%
CA
53
Cornerstone Advisory
Maryland
$239K -$38.3K -1,260 -14%
BFPW
54
BOK Financial Private Wealth
Colorado
$239K +$239K +7,860 New
RCG
55
Ruggie Capital Group
Florida
$233K
Jane Street
56
Jane Street
New York
$216K -$1.24M -40,719 -85%
WA
57
WFG Advisors
Texas
$197K +$4.56K +150 +2%
JIC
58
Joel Isaacson & Co
New York
$183K
SBL
59
Sargent Bickham Lagudis
Colorado
$175K -$47K -1,545 -21%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$141K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$132K +$95.6K +3,150 +263%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$119K
US Bancorp
63
US Bancorp
Minnesota
$91K
AssetMark Inc
64
AssetMark Inc
California
$78K
CAL
65
Capital Advisors Ltd
Ohio
$68K
WRM
66
Westport Resources Management
Connecticut
$54K
CPIG
67
Chicago Partners Investment Group
Illinois
$45K
GI
68
Gradient Investments
Minnesota
$14K -$21.2K -705 -60%
KF
69
Krilogy Financial
Missouri
$14K +$14K +450 New
SEI Investments
70
SEI Investments
Pennsylvania
$7K +$7K +219 New
BlackRock
71
BlackRock
New York
$6K
BIG
72
Bellwether Investment Group
Tennessee
$6K +$6K +186 New
BC
73
Bartlett & Co
Ohio
$5K
GWM
74
Geneos Wealth Management
Colorado
$5K
LWM
75
LBA Wealth Management
Florida
$3K