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WisdomTree US MidCap Fund
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Overview Fund Activity

91 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
35
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.6M
2
SB
2
Suntrust Banks
Georgia
$40.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$5.58M
2
Bank of America
2
Bank of America
North Carolina
$25M
3
CWM
3
Concert Wealth Management
California
$1.32M
4
AIM
4
Advantage Investment Management
Iowa
$132K
5
AG
5
Advisor Group
Arizona
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$371K +$371K +10,513 New
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$370K – – –
SFG
53
StrategIQ Financial Group
Indiana
$353K +$353K +10,002 New
M&T Bank
54
M&T Bank
New York
$328K – – –
RCG
55
Ruggie Capital Group
Florida
$296K – – –
VKH
56
Virtu KCG Holdings
New York
$294K +$294K +8,348 New
CW
57
Cobiz Wealth
Colorado
$289K -$60.4K -1,715 -17%
CA
58
Cornerstone Advisory
Maryland
$287K +$30.3K +860 +12%
S
59
SignatureFD
Georgia
$281K +$281K +7,959 New
BFPW
60
BOK Financial Private Wealth
Colorado
$277K – – –
CAN
61
Cetera Advisor Networks
California
$275K +$275K +7,794 New
SWP
62
Stratos Wealth Partners
Ohio
$251K +$251K +7,125 New
PWAP
63
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$239K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$232K -$10.5K -297 -4%
WA
65
WFG Advisors
Texas
$221K +$52.5K +1,490 +31%
JIC
66
Joel Isaacson & Co
New York
$212K – – –
OWM
67
Orgel Wealth Management
Wisconsin
$207K +$207K +5,860 New
LNC
68
Lincoln National Corp
Pennsylvania
$203K +$203K +5,742 New
BF
69
Blankinship & Foster
California
$203K +$203K +5,753 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$198K -$4.22K -120 -2%
SBL
71
Sargent Bickham Lagudis
Colorado
$152K -$7.54K -213 -5%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$138K – – –
AIM
73
Advantage Investment Management
Iowa
$132K -$2.58M -73,139 -95%
US Bancorp
74
US Bancorp
Minnesota
$106K – – –
CAL
75
Capital Advisors Ltd
Ohio
$79K – – –
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