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WisdomTree US MidCap Fund
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Overview Fund Activity

139 hedge funds and large institutions have $617M invested in WisdomTree US MidCap Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
17
Increased
48
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.75M
2
AWM
2
AE Wealth Management
Kansas
$4.98M
3
SS
3
Simplicity Solutions
Minnesota
$2.77M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.31M
5
DLIC
5
Daido Life Insurance Company
Japan
$15.5M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.06M
2
RW
2
RVW Wealth
California
$29.6M
3
CWM
3
Capital Wealth Management
Rhode Island
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Market Value Shares Shares
Change 		Shares
Change %
NWS
76
Newport Wealth Strategies
California
$512K 12,975 -250 -2%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$508K 12,884 -400 -3%
CAN
78
Cetera Advisor Networks
California
$464K 11,755 +471 +4%
NFG
79
Next Financial Group
Texas
$462K 11,710 +2,257 +24%
HIS
80
Harvest Investment Services
Illinois
$443K 11,454 +1,996 +21%
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$414K 10,500 – –
FI
82
Financial Insights
Washington
$408K 10,341 -1,800 -15%
LFWA
83
LBJ Family Wealth Advisors
Texas
$402K 10,198 +47 +0.5%
CPIG
84
Chicago Partners Investment Group
Illinois
$388K 9,680 – –
AWA
85
Arete Wealth Advisors
Illinois
$379K 9,598 +26 +0.3%
SWM
86
SVA Wealth Management
Wisconsin
$370K 9,372 – –
Citigroup
87
Citigroup
New York
$362K 9,189 -1,299 -12%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$358K 9,086 -7 -0.1%
Cerity Partners
89
Cerity Partners
New York
$343K 8,700 -8,500 -49%
PTC
90
Private Trust Company
Ohio
$334K 8,481 – –
TRCT
91
Tower Research Capital (TRC)
New York
$330K 8,358 -22,248 -73%
BSW
92
Buckingham Strategic Wealth
Missouri
$293K 7,440 +22 +0.3%
MFW
93
Meristem Family Wealth
Minnesota
$275K 6,975 – –
PWAP
94
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$272K 6,901 -532 -7%
WMA
95
Wealth Management Associates
New Jersey
$258K 6,543 -348 -5%
TFS
96
Thoroughbred Financial Services
Tennessee
$223K 5,657 +5,657 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$211K 5,352 -91 -2%
BF
98
BOK Financial
Oklahoma
$202K 5,116 – –
SPIA
99
Steward Partners Investment Advisory
New York
$202K 5,125 +3,825 +294%
SF
100
Synovus Financial
Georgia
$201K 5,105 +4,500 +744%
2 3
4
5 6