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WisdomTree US MidCap Fund

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AEPG
51
American Economic Planning Group
New Jersey
$617K 15,558 +1,432 +10%
AI
52
Atria Investments
North Carolina
$602K 15,178 +1,458 +11%
LNC
53
Lincoln National Corp
Pennsylvania
$583K 14,688 +14,688 New
FIM
54
Freedom Investment Management
Connecticut
$582K 14,657 -1,803 -11%
IFWM
55
Institute for Wealth Management
Colorado
$573K 14,372 +726 +5%
RJA
56
Raymond James & Associates
Florida
$560K 14,109 -1,443 -9%
HFA
57
HC Financial Advisors
California
$530K 13,366 +13,366 New
NWS
58
Newport Wealth Strategies
California
$529K 12,975 +12,975 New
SWM
59
SeaCrest Wealth Management
New York
$512K 12,914 +12,914 New
CPIG
60
Chicago Partners Investment Group
Illinois
$482K 12,135
AW
61
ACG Wealth
Georgia
$478K 12,050 +12,050 New
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$454K 11,445
CF
63
Centaurus Financial
California
$415K 10,452 +10,452 New
RCG
64
Ruggie Capital Group
Florida
$411K 10,212 +1,656 +19%
FAIM
65
Financial Advocates Investment Management
Washington
$394K 9,950 +9,950 New
CA
66
Cornerstone Advisory
Maryland
$375K 9,462 -5,999 -39%
M&T Bank
67
M&T Bank
New York
$369K 9,300
PTC
68
Private Trust Company
Ohio
$329K 8,292 -5,196 -39%
SI
69
SII Investments
Wisconsin
$308K 7,723 +7,723 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$297K 7,473 +7,473 New
BFPW
71
BOK Financial Private Wealth
Colorado
$278K 7,008
AF
72
Advisornet Financial
Minnesota
$277K 6,975 +6,975 New
PWAP
73
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$276K 6,951 +501 +8%
CAN
74
Claraphi Advisory Network
United States
$261K 6,586 +6,586 New
WLIM
75
White Lighthouse Investment Management
Massachusetts
$260K 6,555 +6,555 New