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WisdomTree US MidCap Fund

122 hedge funds and large institutions have $301M invested in WisdomTree US MidCap Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
25
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$17.5K -$3.17K -98 -15%
TL
102
TrueWealth LLC
Georgia
$17K
RG
103
Retirement Group
California
$17K +$17K +507 New
APA
104
American Portfolios Advisors
New York
$16.5K
SFS
105
Sowell Financial Services
Arkansas
$15K
SBL
106
Sargent Bickham Lagudis
Colorado
$12K -$52.3K -1,608 -81%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$12K
JPLA
108
Joseph P. Lucia & Associates
New York
$10K
GEA
109
Glen Eagle Advisors
New Jersey
$9.97K
TFS
110
TrustCore Financial Services
Tennessee
$7K +$7K +230 New
BCWM
111
Bartlett & Co Wealth Management
Ohio
$5.38K
BC
112
Bartlett & Co
Ohio
$5K
AIP
113
Ameritas Investment Partners
Nebraska
$5K
AF
114
Allworth Financial
California
$3K
BWA
115
BDO Wealth Advisors
Florida
$3K
WPA
116
West Paces Advisors
Georgia
$2.74K
RCA
117
Ranch Capital Advisors
Florida
$2K
GI
118
Gradient Investments
Minnesota
$2K
BlackRock
119
BlackRock
New York
$1K -$389 -7 -28%
SCA
120
Stonebridge Capital Advisors
Minnesota
$1K +$1K +40 New
FI
121
Financial Insights
Washington
$226 -$87.8K -9,327 -100%
HT
122
Hefren-Tillotson
Pennsylvania
-$2.59M -97,019 Closed
FLI
123
Family Legacy Inc
South Carolina
-$1.35M -50,916 Closed
PA
124
Pinnacle Associates
New York
-$491K -18,600 Closed
TSS
125
Two Sigma Securities
New York
-$443K -16,772 Closed