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WisdomTree US MidCap Fund
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Overview Fund Activity

125 hedge funds and large institutions have $496M invested in WisdomTree US MidCap Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
24
Increased
34
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
3AM
2
3D Asset Management
Connecticut
$19.6M
3
Ameriprise
3
Ameriprise
Minnesota
$6.8M
4
SB
4
Suntrust Banks
Georgia
$60.5M
5
PAG
5
Private Advisor Group
New Jersey
$5.08M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$17.8M
4
RJA
4
Raymond James & Associates
Florida
$553K
5
Wells Fargo
5
Wells Fargo
California
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$1M +$1M +29,278 New
Stifel Financial
52
Stifel Financial
Missouri
$994K -$45.3K -1,320 -4%
CA
53
Cetera Advisors
Colorado
$987K +$7.45K +217 +0.8%
PA
54
Pinnacle Associates
New York
$857K +$605K +17,645 +241%
AI
55
Atria Investments
North Carolina
$833K -$7.88K -230 -0.9%
RCG
56
Ruggie Capital Group
Florida
$803K -$508K -14,826 -39%
CAM
57
Covenant Asset Management
New Jersey
$795K – – –
PWMAG
58
Pinnacle Wealth Management Advisory Group
New Jersey
$794K +$592K +17,245 +292%
VC
59
Vicus Capital
Pennsylvania
$773K +$6.69K +195 +0.9%
BTS
60
BB&T Securities
Virginia
$754K -$79K -2,304 -9%
AIC
61
Ameritas Investment Company
Nebraska
$749K +$749K +21,839 New
AEPG
62
American Economic Planning Group
New Jersey
$747K +$8.92K +260 +1%
CA
63
Continuum Advisory
Idaho
$714K +$714K +20,829 New
OC
64
Oppenheimer & Co
New York
$683K +$683K +19,915 New
BFS
65
Bradley Foster & Sargent
Connecticut
$680K -$40.5K -1,180 -6%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$656K -$51.3K -1,497 -7%
SWP
67
Stratos Wealth Partners
Ohio
$603K +$136K +3,975 +29%
RJA
68
Raymond James & Associates
Florida
$553K -$3.48M -101,568 -86%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$541K -$93K -2,715 -15%
TF
70
TIAA FSB
Florida
$514K – – –
CWM
71
Centric Wealth Management
Illinois
$510K +$510K +14,861 New
IFWM
72
Institute for Wealth Management
Colorado
$505K +$3.29K +96 +0.7%
FI
73
Financial Insights
Washington
$504K +$504K +13,086 New
SWM
74
SeaCrest Wealth Management
New York
$475K – – –
SWM
75
SVA Wealth Management
Wisconsin
$470K – – –
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3
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