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WisdomTree US MidCap Fund
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Overview Fund Activity

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$9.31M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.5M
3
CF
3
Centaurus Financial
California
$2.28M
4
AWM
4
AE Wealth Management
Kansas
$2.1M
5
CFA
5
Carroll Financial Associates
North Carolina
$1.79M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.5M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M
5
NFC
5
Northeast Financial Consultants
Connecticut
$5.12M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$554K 13,849 – –
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$531K 13,284 – –
NWS
78
Newport Wealth Strategies
California
$523K 13,225 +250 +2%
FI
79
Financial Insights
Washington
$459K 12,141 -508 -4%
CAN
80
Cetera Advisor Networks
California
$452K 11,284 +2,654 +31%
Citigroup
81
Citigroup
New York
$420K 10,488 -50 -0.5%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$420K 10,500 – –
FAIM
83
Financial Advocates Investment Management
Washington
$416K 10,400 +29 +0.3%
LFWA
84
LBJ Family Wealth Advisors
Texas
$402K 10,151 +32 +0.3%
CPIG
85
Chicago Partners Investment Group
Illinois
$383K 9,680 – –
AWA
86
Arete Wealth Advisors
Illinois
$383K 9,572 +1,737 +22%
HIS
87
Harvest Investment Services
Illinois
$379K 9,458 +660 +8%
NFG
88
Next Financial Group
Texas
$378K 9,453 +6,363 +206%
SWM
89
SVA Wealth Management
Wisconsin
$375K 9,372 -147 -2%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$359K 9,093 +607 +7%
PTC
91
Private Trust Company
Ohio
$339K 8,481 -195 -2%
PWAP
92
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$297K 7,433 -20 -0.3%
BSW
93
Buckingham Strategic Wealth
Missouri
$297K 7,418 +1,818 +32%
MFW
94
Meristem Family Wealth
Minnesota
$279K 6,975 – –
WMA
95
Wealth Management Associates
New Jersey
$276K 6,891 +2 +0%
Mariner
96
Mariner
Kansas
$228K 5,712 +5,712 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$218K 5,443 -12 -0.2%
Fisher Asset Management
98
Fisher Asset Management
Washington
$207K 5,181 +5,181 New
BF
99
BOK Financial
Oklahoma
$205K 5,116 – –
US Bancorp
100
US Bancorp
Minnesota
$172K 4,300 -604 -12%
2 3
4
5 6