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WisdomTree US MidCap Fund

125 hedge funds and large institutions have $496M invested in WisdomTree US MidCap Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
24
Increased
34
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWS
76
Newport Wealth Strategies
California
$468K
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$456K +$456K +13,284 New
Citigroup
78
Citigroup
New York
$451K -$149K -4,340 -25%
GIA
79
GHP Investment Advisors
Colorado
$415K +$415K +12,117 New
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$360K -$32.4K -945 -8%
CPIG
81
Chicago Partners Investment Group
Illinois
$356K -$75K -2,040 -17%
LFWA
82
LBJ Family Wealth Advisors
Texas
$346K +$346K +10,098 New
FAIM
83
Financial Advocates Investment Management
Washington
$322K -$22.1K -644 -6%
M&T Bank
84
M&T Bank
New York
$319K +$144K +4,200 +82%
IA
85
IFP Advisors
Florida
$311K -$26.1K -768 -8%
PTC
86
Private Trust Company
Ohio
$297K +$35.6K +1,039 +14%
NFG
87
Next Financial Group
Texas
$292K +$186K +5,416 +175%
AWA
88
Arete Wealth Advisors
Illinois
$271K -$31.3K -914 -10%
HIS
89
Harvest Investment Services
Illinois
$259K +$259K +6,815 New
PWAP
90
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
WMA
91
Wealth Management Associates
New Jersey
$251K +$251K +7,313 New
SFS
92
Sowell Financial Services
Arkansas
$247K +$247K +7,200 New
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$243K +$68.5K +1,995 +39%
MFW
94
Meristem Family Wealth
Minnesota
$239K
Baird Financial Group
95
Baird Financial Group
Wisconsin
$232K -$69 -2 -0%
US Bancorp
96
US Bancorp
Minnesota
$168K
MA
97
MUFG Americas
New York
$120K +$120K +3,510 New
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$86K -$16.6K -486 -16%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$62K -$55.3K -1,605 -47%
CAL
100
Capital Advisors Ltd
Ohio
$61K