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WisdomTree US MidCap Fund
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Overview Fund Activity

139 hedge funds and large institutions have $617M invested in WisdomTree US MidCap Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
17
Increased
48
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.75M
2
AWM
2
AE Wealth Management
Kansas
$4.98M
3
SS
3
Simplicity Solutions
Minnesota
$2.77M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.31M
5
DLIC
5
Daido Life Insurance Company
Japan
$15.5M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.06M
2
RW
2
RVW Wealth
California
$29.6M
3
CWM
3
Capital Wealth Management
Rhode Island
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$1.19M 30,168 +30,007 +18,638%
PA
52
Pinnacle Associates
New York
$1.14M 28,920 +590 +2%
GRP
53
Global Retirement Partners
California
$1.11M 28,100 -2,200 -7%
Jane Street
54
Jane Street
New York
$1.09M 27,718 +27,718 New
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M 27,085 +590 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.06M 26,851 -137,324 -84%
HFA
57
HC Financial Advisors
California
$1.04M 26,313 -1,240 -5%
CA
58
Cetera Advisors
Colorado
$964K 24,429 -2,615 -10%
CFD
59
Creative Financial Designs
Indiana
$919K 24,092 -945 -4%
SWP
60
Stratos Wealth Partners
Ohio
$893K 22,651 +1,540 +7%
SIG
61
Sargent Investment Group
Maryland
$876K 22,210 +2,340 +12%
CW
62
CreativeOne Wealth
Kansas
$839K 21,269 -14,715 -41%
GM
63
GeoWealth Management
Illinois
$839K 21,269 +21,269 New
BTS
64
BB&T Securities
Virginia
$706K 17,841 -4,103 -19%
VC
65
Vicus Capital
Pennsylvania
$700K 17,751 -691 -4%
BFS
66
Bradley Foster & Sargent
Connecticut
$680K 17,240 – –
RJA
67
Raymond James & Associates
Florida
$674K 17,077 -420 -2%
MIAS
68
Mason Investment Advisory Services
Virginia
$659K 16,708 +128 +0.8%
LFG
69
LifePlan Financial Group
Ohio
$654K 16,577 -15,860 -49%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$646K 16,388 -5,168 -24%
PSF
71
Pacific Sun Financial
California
$639K 16,206 +300 +2%
IFWM
72
Institute for Wealth Management
Colorado
$623K 15,794 -3,937 -20%
CWM
73
Centric Wealth Management
Illinois
$559K 14,649 -266 -2%
SWM
74
SeaCrest Wealth Management
New York
$536K 13,601 -248 -2%
CAM
75
Covenant Asset Management
New Jersey
$529K 13,408 -1,095 -8%
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