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WisdomTree US MidCap Fund
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Overview Fund Activity

129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.

Holders
129
Holders Change
-29
Holders Change %
-18.35%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
15
Increased
34
Reduced
57
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$10.8M
2
3AM
2
3D Asset Management
Connecticut
$22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.58M
4
Bank of America
4
Bank of America
North Carolina
$20.2M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.05M

Top Sellers

1
TLIC
1
Taiyo Life Insurance Company
Japan
$0
2
RW
2
RVW Wealth
California
$7.31M
3
QCM
3
Quest Capital Management
Texas
$233K
4
Morgan Stanley
4
Morgan Stanley
New York
$38.1M
5
OWM
5
Orgel Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
51
Asset Dedication LLC
California
$533K +$533K +20,163 New
SWP
52
Stratos Wealth Partners
Ohio
$495K -$152K -5,759 -24%
MML Investors Services
53
MML Investors Services
Massachusetts
$492K -$151K -5,705 -23%
PA
54
Pinnacle Associates
New York
$491K -$245K -9,285 -33%
AAS
55
Avantax Advisory Services
Texas
$467K -$61.5K -2,317 -12%
BFS
56
Bradley Foster & Sargent
Connecticut
$455K – – –
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$443K -$241K -9,120 -35%
TSS
58
Two Sigma Securities
New York
$443K +$443K +16,772 New
MIAS
59
Mason Investment Advisory Services
Virginia
$433K -$10.2K -386 -2%
APW
60
Aurora Private Wealth
New Jersey
$429K -$22.3K -846 -5%
PSF
61
Pacific Sun Financial
California
$427K -$1.32K -50 -0.3%
SIG
62
Sargent Investment Group
Maryland
$389K -$86.8K -3,285 -18%
IFWM
63
Institute for Wealth Management
Colorado
$383K -$24.3K -922 -6%
RJA
64
Raymond James & Associates
Florida
$374K -$97K -3,673 -21%
NWS
65
Newport Wealth Strategies
California
$371K – – –
Stifel Financial
66
Stifel Financial
Missouri
$368K -$637K -24,106 -63%
Renaissance Technologies
67
Renaissance Technologies
New York
$359K +$359K +13,600 New
SWM
68
SeaCrest Wealth Management
New York
$348K -$11.6K -437 -3%
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$340K – – –
HIS
70
Harvest Investment Services
Illinois
$321K -$212K -8,043 -40%
EH
71
Equitable Holdings
New York
$299K -$12.5K -473 -4%
HWM
72
Howard Wealth Management
Connecticut
$292K -$28.5K -1,080 -9%
CPIG
73
Chicago Partners Investment Group
Illinois
$281K – – –
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$277K – – –
WANY
75
Wealthspire Advisors (New York)
New York
$277K +$277K +10,500 New
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3
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