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WisdomTree US MidCap Fund

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$309K -$10.9K -283 -3%
PWAP
77
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$288K +$19.4K +501 +7%
BFPW
78
BOK Financial Private Wealth
Colorado
$271K
AF
79
Advisornet Financial
Minnesota
$270K
CAN
80
Claraphi Advisory Network
United States
$267K +$12.4K +322 +5%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$261K -$409K -10,586 -61%
IA
82
IFP Advisors
Florida
$252K
WLIM
83
White Lighthouse Investment Management
Massachusetts
$242K -$11.6K -300 -5%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$240K -$48.8K -1,263 -17%
SS
85
Sunbelt Securities
Texas
$223K -$502 -13 -0.2%
SWP
86
Stratos Wealth Partners
Ohio
$223K +$37.3K +965 +20%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$204K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$155K -$1.74K -45 -1%
US Bancorp
89
US Bancorp
Minnesota
$144K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$128K
SBL
91
Sargent Bickham Lagudis
Colorado
$81K -$65.1K -1,677 -45%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$114 +3 +0.2%
CAL
93
Capital Advisors Ltd
Ohio
$69K
WTB
94
Washington Trust Bank
Washington
$61K
AWA
95
Acorn Wealth Advisors
Michigan
$61K +$117 +3 +0.2%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$44.5K +1,152 +269%
William Blair & Company
97
William Blair & Company
Illinois
$60K +$60K +1,563 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$48K +$48K +1,251 New
IP
99
Intellectus Partners
California
$44K
GFP
100
Gryphon Financial Partners
Ohio
$39K