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WisdomTree US MidCap Fund
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Overview Fund Activity

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93.7M
2
BFG
2
Barber Financial Group
Kansas
$3.65M
3
SB
3
Suntrust Banks
Georgia
$65.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.6M
5
FLI
5
Family Legacy Inc
South Carolina
$1.68M

Top Sellers

1
ICOA
1
Investment Centers of America
North Dakota
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1K
3
CA
3
Cetera Advisors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03M
5
VC
5
Vicus Capital
Pennsylvania
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$252K 6,359 +1,121 +21%
JIC
77
Joel Isaacson & Co
New York
$238K 6,000 – –
SS
78
Sunbelt Securities
Texas
$230K 5,785 -330 -5%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$210K 5,285 – –
LC
80
Landaas & Company
Wisconsin
$204K 5,136 +5 +0.1%
SWP
81
Stratos Wealth Partners
Ohio
$191K 4,804 +4,804 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$161K 4,050 +1 +0%
SBL
83
Sargent Bickham Lagudis
Colorado
$149K 3,765 – –
US Bancorp
84
US Bancorp
Minnesota
$148K 3,725 +725 +24%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$135K 3,405 – –
EWM
86
Evercore Wealth Management
New York
$106K 2,661 – –
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$81K 1,975 +6 +0.3%
CAL
88
Capital Advisors Ltd
Ohio
$71K 1,792 -1,000 -36%
AWA
89
Acorn Wealth Advisors
Michigan
$63K 1,561 +1,561 New
WTB
90
Washington Trust Bank
Washington
$63K 1,582 +1,582 New
IP
91
Intellectus Partners
California
$45K 1,134 – –
GFP
92
Gryphon Financial Partners
Ohio
$40K 1,000 +1,000 New
AIM
93
Advantage Investment Management
Iowa
$27K 669 -673 -50%
FAAS
94
First Allied Advisory Services
California
$25K 624 +624 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K 428 +428 New
PCA
96
Providence Capital Advisors
North Carolina
$15K 375 +375 New
MOS
97
MGO One Seven
Ohio
$15K 390 +390 New
KF
98
Krilogy Financial
Missouri
$14K 341 +1 +0.3%
1IA
99
1834 Investment Advisors
Wisconsin
$13K 321 +321 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$12K 304 +1 +0.3%
1 2 3
4
5