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WisdomTree US MidCap Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
3AM
2
3D Asset Management
Connecticut
$19.6M
3
Ameriprise
3
Ameriprise
Minnesota
$6.8M
4
SB
4
Suntrust Banks
Georgia
$60.5M
5
PAG
5
Private Advisor Group
New Jersey
$5.08M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$17.8M
4
RJA
4
Raymond James & Associates
Florida
$553K
5
Wells Fargo
5
Wells Fargo
California
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
101
Vigilant Capital Management
Maine
$61K – – –
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$56K -$19.6K -576 -26%
SBL
103
Sargent Bickham Lagudis
Colorado
$55K – – –
William Blair & Company
104
William Blair & Company
Illinois
$54K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$39K – – –
TL
106
TrueWealth LLC
Georgia
$21K – – –
APA
107
American Portfolios Advisors
New York
$17.4K -$335K -9,764 -95%
JA
108
JOYN Advisors
Georgia
$15K – – –
PCA
109
Providence Capital Advisors
North Carolina
$13K – – –
IWA
110
Intercontinental Wealth Advisors
Texas
$13K +$13K +385 New
MOS
111
MGO One Seven
Ohio
$13K +$13K +390 New
GWM
112
Geneos Wealth Management
Colorado
$13K +$13K +394 New
CHP
113
Cable Hill Partners
Oregon
$10K +$10K +300 New
AF
114
Advisornet Financial
Minnesota
$6K – – –
BC
115
Bartlett & Co
Ohio
$6K – – –
BCWM
116
Bartlett & Co Wealth Management
Ohio
$5.66K – – –
CFA
117
Carroll Financial Associates
North Carolina
$5K – – –
AIP
118
Ameritas Investment Partners
Nebraska
$5K +$32 +1 +0.6%
BlackRock
119
BlackRock
New York
$4K – – –
BWA
120
BDO Wealth Advisors
Florida
$3K – – –
GI
121
Gradient Investments
Minnesota
$2K – – –
NA
122
NewEdge Advisors
Louisiana
$1.51K -$102 -2,964 -6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1K +$1K +15 New
CF
124
Centaurus Financial
California
$49 +$47 +1,606 +2,677%
CWM
125
Cornerstone Wealth Management
Missouri
– -$1.35M -50,658 Closed
2 3 4
5
6