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WisdomTree US MidCap Fund

129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-29
Holders Change %
-18.35%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
15
Increased
34
Reduced
57
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
101
Ameritas Investment Company
Nebraska
$48K +$40.7K +1,651 +556%
CFO
102
CVA Family Office
Colorado
$45K +$45K +1,693 New
William Blair & Company
103
William Blair & Company
Illinois
$41K -$15.5K -589 -27%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$33K -$24.1K -905 -42%
CAL
105
Capital Advisors Ltd
Ohio
$33K -$15K -560 -31%
HWA
106
HCR Wealth Advisors
California
$28K +$27 +1 +0.1%
GSWM
107
Golden State Wealth Management
California
$28K +$28K +1,050 New
EP
108
Eudaimonia Partners
Tennessee
$27K +$9.51K +364 +54%
SWM
109
Sugarloaf Wealth Management
Georgia
$22K
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$17K
AWA
111
Arkadios Wealth Advisors
Georgia
$16.9K -$8.85K -335 -34%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$15K
APA
113
American Portfolios Advisors
New York
$13.4K
TL
114
TrueWealth LLC
Georgia
$13K
SFS
115
Sowell Financial Services
Arkansas
$12K +$12K +450 New
PCA
116
Providence Capital Advisors
North Carolina
$10K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$10K
GEA
118
Glen Eagle Advisors
New Jersey
$8.09K
JPLA
119
Joseph P. Lucia & Associates
New York
$8K
BCWM
120
Bartlett & Co Wealth Management
Ohio
$4.36K
AIP
121
Ameritas Investment Partners
Nebraska
$4K +$25 +1 +0.6%
BC
122
Bartlett & Co
Ohio
$4K +$4K +165 New
WPA
123
West Paces Advisors
Georgia
$2.22K
AF
124
Allworth Financial
California
$2K
BWA
125
BDO Wealth Advisors
Florida
$2K