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WisdomTree US MidCap Fund
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Overview Fund Activity

84 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
34
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$58.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.2M
4
HT
4
Hefren-Tillotson
Pennsylvania
$6.1M
5
MWM
5
Marietta Wealth Management
Georgia
$4.51M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FLI
3
Family Legacy Inc
South Carolina
$0
4
CWM
4
Concert Wealth Management
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
76
Krilogy Financial
Missouri
$13K 340 +1 +0.3%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$11K 303 +303 New
BC
78
Bartlett & Co
Ohio
$6K 165 – –
GWM
79
Geneos Wealth Management
Colorado
$6K 180 – –
BlackRock
80
BlackRock
New York
$5K 124 – –
AIP
81
Ameritas Investment Partners
Nebraska
$5K 152 – –
BWA
82
BDO Wealth Advisors
Florida
$3K 90 – –
TCOV
83
Trust Company of Vermont
Vermont
$2K 64 – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
– – -43,067 Closed
FLI
85
Family Legacy Inc
South Carolina
– – -41,537 Closed
CWM
86
Concert Wealth Management
California
– – -24,274 Closed
FA
87
FDx Advisors
Illinois
– – -10,131 Closed
S
88
SignatureFD
Georgia
– – -7,959 Closed
SWP
89
Stratos Wealth Partners
Ohio
– – -7,125 Closed
Creative Planning
90
Creative Planning
Kansas
– – -1,578 Closed
SF
91
Synovus Financial
Georgia
– – -1,320 Closed
NFG
92
Next Financial Group
Texas
– – -931 Closed
WHG
93
Westwood Holdings Group
Texas
– – -501 Closed
DADC
94
D.A. Davidson & Co
Montana
– – -432 Closed
VIA
95
Vantage Investment Advisors
Pennsylvania
– – -238 Closed
NA
96
NewEdge Advisors
Louisiana
– – -165 Closed
GI
97
Gradient Investments
Minnesota
– – -117 Closed
First Manhattan
98
First Manhattan
New York
– – -93 Closed
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$0 3 – –
1 2 3
4