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WisdomTree US MidCap Fund

114 hedge funds and large institutions have $262M invested in WisdomTree US MidCap Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
27
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
76
NewSquare Capital
Pennsylvania
$117K +$45.5K +1,335 +64%
AF
77
Advisornet Financial
Minnesota
$85K -$14.3K -415 -14%
VFA
78
Valeo Financial Advisors
Indiana
$84K -$34 -1 -0%
AA
79
Ancora Advisors
Ohio
$77K
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$69K -$11.7K -344 -14%
EIP
81
Ellis Investment Partners
Pennsylvania
$67K +$271 +8 +0.4%
US Bancorp
82
US Bancorp
Minnesota
$61K +$682 +20 +1%
William Blair & Company
83
William Blair & Company
Illinois
$53K
Franklin Resources
84
Franklin Resources
California
$51K
CFO
85
CVA Family Office
Colorado
$49K -$9.13K -266 -16%
CAL
86
Capital Advisors Ltd
Ohio
$42K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$42K
APA
88
American Portfolios Advisors
New York
$38.7K +$21.4K +625 +124%
GSWM
89
Golden State Wealth Management
California
$36K +$36K +1,050 New
EP
90
Eudaimonia Partners
Tennessee
$35K
SWM
91
Sugarloaf Wealth Management
Georgia
$28K
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$27K -$202K -5,912 -88%
FHA
93
First Horizon Advisors
Tennessee
$27K +$27K +791 New
HWA
94
HCR Wealth Advisors
California
$26K -$5.18K -150 -17%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$20K
CFD
96
Creative Financial Designs
Indiana
$19K
RG
97
Retirement Group
California
$17K +$67 +2 +0.4%
SFS
98
Sowell Financial Services
Arkansas
$15K
AWA
99
Arkadios Wealth Advisors
Georgia
$12.4K -$7.62K -206 -38%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$11K -$1.94K -57 -15%