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WisdomTree US MidCap Fund
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Overview Fund Activity

122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
25
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.91M
2
AW
2
ACG Wealth
Georgia
$5.96M
3
XS
3
XR Securities
Illinois
$526K
4
RJA
4
Raymond James & Associates
Florida
$914K
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$1.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.6M
2
Bank of America
2
Bank of America
North Carolina
$16.8M
3
RW
3
RVW Wealth
California
$1.78M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$3.96M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
XS
51
XR Securities
Illinois
$526K +$526K +16,157 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$519K -$330K -10,131 -39%
IFWM
53
Institute for Wealth Management
Colorado
$484K +$11.2K +344 +2%
NWS
54
Newport Wealth Strategies
California
$423K – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$401K -$206K -6,306 -34%
SF
56
Synovus Financial
Georgia
$393K +$109K +3,354 +39%
SWM
57
SeaCrest Wealth Management
New York
$371K -$58.2K -1,784 -14%
Jane Street
58
Jane Street
New York
$369K -$967K -29,730 -72%
SIG
59
Sargent Investment Group
Maryland
$369K -$103K -3,210 -22%
CWM
60
Centric Wealth Management
Illinois
$368K -$109K -3,349 -23%
LWANC
61
Laurel Wealth Advisors (North Carolina)
North Carolina
$355K -$65.2K -2,000 -16%
IDA
62
Intelligence Driven Advisers
California
$339K -$394K -12,088 -54%
LFWA
63
LBJ Family Wealth Advisors
Texas
$337K +$1.21K +37 +0.4%
SAM
64
S.A. Mason
Michigan
$328K – – –
EH
65
Equitable Holdings
New York
$317K -$51.3K -1,577 -14%
LFG
66
LifePlan Financial Group
Ohio
$312K +$38.3K +1,177 +14%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$288K +$288K +8,832 New
NFG
68
Next Financial Group
Texas
$287K +$5.68K +174 +2%
Creative Planning
69
Creative Planning
Kansas
$280K +$280K +8,606 New
AWA
70
Arete Wealth Advisors
Illinois
$238K +$238K +7,318 New
MFW
71
Meristem Family Wealth
Minnesota
$227K +$227K +6,975 New
QCM
72
Quest Capital Management
Texas
$225K -$62.2K -1,907 -22%
PWAP
73
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$220K +$220K +6,751 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$218K – – –
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$214K +$214K +6,582 New
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3
4 5