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WisdomTree US MidCap Fund
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Overview Fund Activity

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$9.31M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.5M
3
CF
3
Centaurus Financial
California
$2.28M
4
AWM
4
AE Wealth Management
Kansas
$2.1M
5
CFA
5
Carroll Financial Associates
North Carolina
$1.79M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.5M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M
5
NFC
5
Northeast Financial Consultants
Connecticut
$5.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.43M 35,582 – –
LFG
52
LifePlan Financial Group
Ohio
$1.3M 32,437 -4,808 -13%
TRCT
53
Tower Research Capital (TRC)
New York
$1.22M 30,606 +25,807 +538%
SFG
54
StrategIQ Financial Group
Indiana
$1.22M 30,503 -3,854 -11%
GRP
55
Global Retirement Partners
California
$1.21M 30,300 – –
PA
56
Pinnacle Associates
New York
$1.13M 28,330 +925 +3%
AEPG
57
American Economic Planning Group
New Jersey
$1.13M 28,205 +3,816 +16%
HFA
58
HC Financial Advisors
California
$1.1M 27,553 -1,525 -5%
CA
59
Cetera Advisors
Colorado
$1.08M 27,044 +27,044 New
PWMAG
60
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M 26,495 +925 +4%
SMFS
61
Squar Milner Financial Services
California
$1.02M 25,425 -14,224 -36%
CFD
62
Creative Financial Designs
Indiana
$997K 25,037 -4,358 -15%
BTS
63
BB&T Securities
Virginia
$877K 21,944 +868 +4%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$862K 21,556 +21,556 New
SWP
65
Stratos Wealth Partners
Ohio
$844K 21,111 +2,941 +16%
SIG
66
Sargent Investment Group
Maryland
$795K 19,870 -20,300 -51%
IFWM
67
Institute for Wealth Management
Colorado
$789K 19,731 +2,520 +15%
VC
68
Vicus Capital
Pennsylvania
$738K 18,442 -873 -5%
RJA
69
Raymond James & Associates
Florida
$700K 17,497 +605 +4%
BFS
70
Bradley Foster & Sargent
Connecticut
$690K 17,240 – –
Cerity Partners
71
Cerity Partners
New York
$688K 17,200 +17,200 New
MIAS
72
Mason Investment Advisory Services
Virginia
$663K 16,580 +33 +0.2%
PSF
73
Pacific Sun Financial
California
$636K 15,906 +15,906 New
CWM
74
Centric Wealth Management
Illinois
$597K 14,915 +54 +0.4%
CAM
75
Covenant Asset Management
New Jersey
$580K 14,503 -975 -6%
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