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WisdomTree US MidCap Fund

92 hedge funds and large institutions have $350M invested in WisdomTree US MidCap Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
41
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UR
51
USCA RIA
Texas
$504K -$7.16K -200 -1%
IFWM
52
Institute for Wealth Management
Colorado
$489K +$489K +13,646 New
PTC
53
Private Trust Company
Ohio
$482K +$89.4K +2,502 +23%
AEPG
54
American Economic Planning Group
New Jersey
$448K +$53.6K +1,497 +14%
AI
55
Atria Investments
North Carolina
$434K +$57.6K +1,608 +15%
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$376K
FA
57
FDx Advisors
Illinois
$363K +$363K +10,131 New
M&T Bank
58
M&T Bank
New York
$333K
RCG
59
Ruggie Capital Group
Florida
$305K
S
60
SignatureFD
Georgia
$285K
BFPW
61
BOK Financial Private Wealth
Colorado
$281K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$274K +$38.9K +1,085 +17%
SWP
63
Stratos Wealth Partners
Ohio
$255K
PWAP
64
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$248K +$4.52K +126 +2%
OWM
65
Orgel Wealth Management
Wisconsin
$239K +$29K +808 +14%
WA
66
WFG Advisors
Texas
$222K -$2.94K -82 -1%
JIC
67
Joel Isaacson & Co
New York
$215K
IA
68
IFP Advisors
Florida
$195K -$669K -18,647 -77%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$145K -$56.4K -1,576 -28%
SBL
70
Sargent Bickham Lagudis
Colorado
$143K -$10.5K -294 -7%
US Bancorp
71
US Bancorp
Minnesota
$107K
CAL
72
Capital Advisors Ltd
Ohio
$100K +$20.1K +560 +25%
AIM
73
Advantage Investment Management
Iowa
$69K -$64.6K -1,812 -48%
Creative Planning
74
Creative Planning
Kansas
$56K +$3.62K +102 +7%
SF
75
Synovus Financial
Georgia
$47K +$47K +1,320 New