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WisdomTree US MidCap Fund
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Overview Fund Activity

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$13.8M
2
RJA
2
Raymond James & Associates
Florida
$4.33M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.64M
4
Wells Fargo
4
Wells Fargo
California
$24.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.1M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
Jane Street
2
Jane Street
New York
$777K
3
LPL Financial
3
LPL Financial
California
$5.67M
4
NWP
4
Northstar Wealth Partners
Connecticut
$0
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWAP
76
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$299K 7,453 +1 +0%
FB
77
Fulton Bank
Pennsylvania
$296K 7,380 +7,380 New
TSS
78
Two Sigma Securities
New York
$292K 7,281 +7,281 New
MFW
79
Meristem Family Wealth
Minnesota
$280K 6,975 +6,975 New
BFPW
80
BOK Financial Private Wealth
Colorado
$276K 6,878 -130 -2%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$271K 6,756 – –
IA
82
IFP Advisors
Florida
$269K 6,699 +340 +5%
PA
83
Pinnacle Associates
New York
$245K 6,095 +6,095 New
CA
84
Cornerstone Advisory
Maryland
$242K 6,024 -3,370 -36%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$239K 5,959 -11,773 -66%
WLIM
86
White Lighthouse Investment Management
Massachusetts
$231K 5,755 -500 -8%
CAG
87
Crestwood Advisors Group
Massachusetts
$229K 5,577 +5,577 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$216K 5,380 -830 -13%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$212K 5,285 – –
BF
90
BOK Financial
Oklahoma
$206K 5,116 +5,116 New
AA
91
Ancora Advisors
Ohio
$205K 5,095 +5,095 New
LC
92
Landaas & Company
Wisconsin
$204K 5,090 +5,090 New
NFG
93
Next Financial Group
Texas
$200K 4,981 -3,919 -44%
DIA
94
Dana Investment Advisors
Wisconsin
$200K 4,979 +4,979 New
US Bancorp
95
US Bancorp
Minnesota
$150K 3,725 – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$137K 3,405 – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$97K 2,406 -1,599 -40%
CAL
98
Capital Advisors Ltd
Ohio
$72K 1,792 – –
VCM
99
Vigilant Capital Management
Maine
$71K 1,772 +1,772 New
SBL
100
Sargent Bickham Lagudis
Colorado
$65K 1,608 -480 -23%
2 3
4
5 6