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WisdomTree US MidCap Fund

92 hedge funds and large institutions have $350M invested in WisdomTree US MidCap Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
41
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$107 +3 +0.3%
IP
77
Intellectus Partners
California
$41K +$41K +1,134 New
NFG
78
Next Financial Group
Texas
$33K +$33K +931 New
WHG
79
Westwood Holdings Group
Texas
$18K +$18K +501 New
DADC
80
D.A. Davidson & Co
Montana
$15K -$4.17K -120 -22%
KF
81
Krilogy Financial
Missouri
$12K +$8K +226 +200%
VIA
82
Vantage Investment Advisors
Pennsylvania
$9K +$38 +1 +0.4%
GWM
83
Geneos Wealth Management
Colorado
$6K -$4.5K -135 -43%
BC
84
Bartlett & Co
Ohio
$6K
NA
85
NewEdge Advisors
Louisiana
$5.89K +$5.89K +165 New
AIP
86
Ameritas Investment Partners
Nebraska
$5K +$33 +1 +0.7%
GI
87
Gradient Investments
Minnesota
$4K -$8.62K -252 -68%
BlackRock
88
BlackRock
New York
$4K
BWA
89
BDO Wealth Advisors
Florida
$3K +$3K +90 New
First Manhattan
90
First Manhattan
New York
$3K +$3K +93 New
TCOV
91
Trust Company of Vermont
Vermont
$2K -$344 -11 -15%
FHC
92
First Heartland Consultants
Missouri
-$697K -19,770 Closed
VKH
93
Virtu KCG Holdings
New York
-$294K -8,348 Closed
CW
94
Cobiz Wealth
Colorado
-$289K -8,206 Closed
CAN
95
Cetera Advisor Networks
California
-$275K -7,794 Closed
BF
96
Blankinship & Foster
California
-$203K -5,753 Closed
LNC
97
Lincoln National Corp
Pennsylvania
-$203K -5,742 Closed
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
-$138K -3,900 Closed
AssetMark Inc
99
AssetMark Inc
California
-$58K -1,650 Closed
FFW
100
Fusion Family Wealth
New York
-$17K -474 Closed