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WisdomTree US MidCap Fund
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Overview Fund Activity

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$13.8M
2
RJA
2
Raymond James & Associates
Florida
$4.33M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.64M
4
Wells Fargo
4
Wells Fargo
California
$24.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.1M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
Jane Street
2
Jane Street
New York
$777K
3
LPL Financial
3
LPL Financial
California
$5.67M
4
NWP
4
Northstar Wealth Partners
Connecticut
$0
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
51
Bradley Foster & Sargent
Connecticut
$844K 21,000 – –
PAG
52
Private Advisor Group
New Jersey
$836K 20,806 -17,181 -45%
AEPG
53
American Economic Planning Group
New Jersey
$817K 20,334 +2,162 +12%
AI
54
Atria Investments
North Carolina
$813K 20,239 +2,558 +14%
Jane Street
55
Jane Street
New York
$777K 19,339 -53,514 -73%
CAM
56
Covenant Asset Management
New Jersey
$762K 18,971 +410 +2%
PSF
57
Pacific Sun Financial
California
$629K 15,146 – –
Citigroup
58
Citigroup
New York
$618K 15,374 -4,900 -24%
TF
59
TIAA FSB
Florida
$603K 15,000 -905 -6%
IFWM
60
Institute for Wealth Management
Colorado
$587K 14,648 +14,648 New
APA
61
American Portfolios Advisors
New York
$579K 14,418 -2,890 -17%
HFA
62
HC Financial Advisors
California
$573K 14,261 +270 +2%
SWM
63
SeaCrest Wealth Management
New York
$556K 13,849 – –
SWM
64
SVA Wealth Management
Wisconsin
$551K 13,719 -9,000 -40%
NWS
65
Newport Wealth Strategies
California
$521K 12,975 – –
CPIG
66
Chicago Partners Investment Group
Illinois
$471K 11,720 -415 -3%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$460K 11,445 – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$435K 10,823 +2,034 +23%
SWP
69
Stratos Wealth Partners
Ohio
$432K 10,744 +4,975 +86%
FAIM
70
Financial Advocates Investment Management
Washington
$402K 9,998 +31 +0.3%
M&T Bank
71
M&T Bank
New York
$374K 9,300 – –
LNC
72
Lincoln National Corp
Pennsylvania
$353K 8,789 +326 +4%
AWA
73
Arete Wealth Advisors
Illinois
$351K 8,729 -99 -1%
SPIA
74
Steward Partners Investment Advisory
New York
$350K 8,721 +8,721 New
PTC
75
Private Trust Company
Ohio
$306K 7,637 -372 -5%
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