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WisdomTree US MidCap Fund
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Overview Fund Activity

120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
7
Increased
53
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$18.8M
2
HWA
2
HCR Wealth Advisors
California
$14.1M
3
PAG
3
Private Advisor Group
New Jersey
$3.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.5M
5
AW
5
ACG Wealth
Georgia
$2.83M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.49K
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HT
4
Hefren-Tillotson
Pennsylvania
$7.66M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
51
Vicus Capital
Pennsylvania
$924K 22,345 -103 -0.5%
AEPG
52
American Economic Planning Group
New Jersey
$890K 21,513 +1,179 +6%
BFS
53
Bradley Foster & Sargent
Connecticut
$869K 21,000 – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$853K 20,629 +14,670 +246%
CAM
55
Covenant Asset Management
New Jersey
$795K 19,213 +242 +1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$765K 18,501 +18,354 +12,486%
Citigroup
57
Citigroup
New York
$724K 17,497 +2,123 +14%
TF
58
TIAA FSB
Florida
$620K 15,000 – –
HFA
59
HC Financial Advisors
California
$609K 14,715 +454 +3%
IFWM
60
Institute for Wealth Management
Colorado
$603K 14,639 -9 -0.1%
SWM
61
SeaCrest Wealth Management
New York
$573K 13,849 – –
SWM
62
SVA Wealth Management
Wisconsin
$567K 13,719 – –
SWP
63
Stratos Wealth Partners
Ohio
$562K 13,598 +2,854 +27%
NWS
64
Newport Wealth Strategies
California
$488K 12,975 – –
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$473K 11,445 – –
CPIG
66
Chicago Partners Investment Group
Illinois
$431K 11,720 – –
APA
67
American Portfolios Advisors
New York
$425K 10,270 -4,148 -29%
FAIM
68
Financial Advocates Investment Management
Washington
$415K 10,031 +33 +0.3%
IA
69
IFP Advisors
Florida
$410K 9,925 +3,226 +48%
AWA
70
Arete Wealth Advisors
Illinois
$365K 8,820 +91 +1%
Jane Street
71
Jane Street
New York
$361K 8,726 -10,613 -55%
SPIA
72
Steward Partners Investment Advisory
New York
$331K 8,007 -714 -8%
PTC
73
Private Trust Company
Ohio
$315K 7,637 – –
PWAP
74
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$308K 7,453 – –
PA
75
Pinnacle Associates
New York
$303K 7,335 +1,240 +20%
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