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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 %
William Blair & Company
101
William Blair & Company
Illinois
$63K 1,563 – –
AWA
102
Acorn Wealth Advisors
Michigan
$63K 1,569 +5 +0.3%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K 1,368 -212 -13%
SFM
104
Signet Financial Management
New Jersey
$47K 1,178 +1,178 New
IP
105
Intellectus Partners
California
$46K 1,134 – –
GFP
106
Gryphon Financial Partners
Ohio
$40K 1,000 – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$30K 750 -501 -40%
TL
108
TrueWealth LLC
Georgia
$24K 598 +598 New
JA
109
JOYN Advisors
Georgia
$18K 450 +450 New
PCA
110
Providence Capital Advisors
North Carolina
$15K 375 – –
AF
111
Advisornet Financial
Minnesota
$14K 354 -6,621 -95%
BC
112
Bartlett & Co
Ohio
$7K 165 – –
BCWM
113
Bartlett & Co Wealth Management
Ohio
$6.63K 165 – –
AIP
114
Ameritas Investment Partners
Nebraska
$6K 153 – –
CFA
115
Carroll Financial Associates
North Carolina
$6K 165 – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$6K 147 +147 New
BlackRock
117
BlackRock
New York
$5K 124 – –
BWA
118
BDO Wealth Advisors
Florida
$4K 90 – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$3K 77 -1,901 -96%
TCOV
120
Trust Company of Vermont
Vermont
$3K 76 +12 +19%
GI
121
Gradient Investments
Minnesota
$2K 48 – –
WP
122
WealthShield Partners
North Carolina
$2K 38 – –
NA
123
NewEdge Advisors
Louisiana
$1.79K 44,425 +44,425 New
CF
124
Copperwynd Financial
Arizona
– – -59,805 Closed
IWM
125
IHT Wealth Management
Illinois
– – -20,327 Closed
2 3 4
5
6