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WisdomTree US MidCap Fund
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Overview Fund Activity

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$4.61M
2
LFG
2
LifePlan Financial Group
Ohio
$4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.7M
4
CF
4
Copperwynd Financial
Arizona
$2.31M
5
Jane Street
5
Jane Street
New York
$2.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.9M
2
BFG
2
Barber Financial Group
Kansas
$2.63M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
51
Bradley Foster & Sargent
Connecticut
$812K +$812K +21,000 New
Citigroup
52
Citigroup
New York
$784K +$62K +1,604 +9%
NWP
53
Northstar Wealth Partners
Connecticut
$775K +$775K +20,047 New
IWM
54
IHT Wealth Management
Illinois
$766K +$14.5K +384 +2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$745K +$745K +19,251 New
CAM
56
Covenant Asset Management
New Jersey
$718K -$5.38K -139 -0.7%
AEPG
57
American Economic Planning Group
New Jersey
$703K +$101K +2,614 +17%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$686K -$315K -8,134 -31%
AI
59
Atria Investments
North Carolina
$684K +$96.8K +2,503 +16%
APA
60
American Portfolios Advisors
New York
$669K -$44.4K -1,148 -6%
RJA
61
Raymond James & Associates
Florida
$634K +$88.4K +2,287 +16%
TF
62
TIAA FSB
Florida
$615K +$615K +15,905 New
PSF
63
Pacific Sun Financial
California
$586K +$586K +15,146 New
HFA
64
HC Financial Advisors
California
$541K +$24.2K +625 +5%
SWM
65
SeaCrest Wealth Management
New York
$536K +$36.2K +935 +7%
NWS
66
Newport Wealth Strategies
California
$502K – – –
CPIG
67
Chicago Partners Investment Group
Illinois
$469K – – –
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$443K – – –
FAIM
69
Financial Advocates Investment Management
Washington
$386K +$658 +17 +0.2%
CA
70
Cornerstone Advisory
Maryland
$363K -$2.63K -68 -0.7%
M&T Bank
71
M&T Bank
New York
$360K – – –
NFG
72
Next Financial Group
Texas
$344K +$344K +8,900 New
AWA
73
Arete Wealth Advisors
Illinois
$341K +$341K +8,828 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$340K +$339K +8,769 +43,845%
LNC
75
Lincoln National Corp
Pennsylvania
$327K -$241K -6,225 -42%
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