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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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$200K 5,028 +5,028 New
IRC
102
Investors Research Corp
Georgia
$194K 4,920 +1,223 +33%
US Bancorp
103
US Bancorp
Minnesota
$187K 4,741 +441 +10%
IA
104
IFP Advisors
Florida
$174K 4,426 +4,426 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$148K 3,758 +781 +26%
VFA
106
Valeo Financial Advisors
Indiana
$147K 3,736 +17 +0.5%
PW
107
Price Wealth
Texas
$135K 3,426 +3,426 New
MA
108
MUFG Americas
New York
$99K 2,500 – –
EIP
109
Ellis Investment Partners
Pennsylvania
$90K 2,328 +11 +0.5%
William Blair & Company
110
William Blair & Company
Illinois
$85K 2,152 – –
CAL
111
Capital Advisors Ltd
Ohio
$71K 1,792 – –
VCM
112
Vigilant Capital Management
Maine
$70K 1,772 – –
SBL
113
Sargent Bickham Lagudis
Colorado
$63K 1,608 – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$59K 1,490 +360 +32%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$53K 1,350 – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$49K 1,239 – –
BFEC
117
Benjamin F. Edwards & Company
Missouri
$45K 1,150 +575 +100%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$38K 980 +592 +153%
FAAS
119
First Allied Advisory Services
California
$33K 869 +869 New
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$25K 645 +645 New
TL
121
TrueWealth LLC
Georgia
$20K 508 – –
APA
122
American Portfolios Advisors
New York
$20K 506 – –
NIC
123
Northwest Investment Counselors
Oregon
$19K 485 +485 New
SFS
124
Sowell Financial Services
Arkansas
$18K 450 +450 New
PCA
125
Providence Capital Advisors
North Carolina
$15K 375 – –
3 4
5
6 7