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WisdomTree US MidCap Fund

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
126
Ancora Advisors
Ohio
$95K +$95K +2,246 New
William Blair & Company
127
William Blair & Company
Illinois
$91K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$90K +$38K +905 +73%
TRCT
129
Tower Research Capital (TRC)
New York
$88K -$262K -6,259 -75%
EIP
130
Ellis Investment Partners
Pennsylvania
$82K -$16K -381 -16%
VCM
131
Vigilant Capital Management
Maine
$75K
CAL
132
Capital Advisors Ltd
Ohio
$75K
SBL
133
Sargent Bickham Lagudis
Colorado
$68K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$53K +$11.9K +284 +29%
HWA
135
HCR Wealth Advisors
California
$44K +$44K +1,051 New
AWA
136
Arkadios Wealth Advisors
Georgia
$41.2K +$41.2K +975 New
SWM
137
Sugarloaf Wealth Management
Georgia
$35K +$35K +827 New
EP
138
Eudaimonia Partners
Tennessee
$28K +$28K +670 New
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$27K
LAS
140
Lloyd Advisory Services
Georgia
$27K +$27K +652 New
BFEC
141
Benjamin F. Edwards & Company
Missouri
$24K -$24K -575 -50%
APA
142
American Portfolios Advisors
New York
$21.3K
TL
143
TrueWealth LLC
Georgia
$21K
IWP
144
IAG Wealth Partners
Wisconsin
$21K +$21K +485 New
RG
145
Retirement Group
California
$21K +$21K +502 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$16K -$46.7K -1,110 -74%
PCA
147
Providence Capital Advisors
North Carolina
$16K
AIC
148
Ameritas Investment Company
Nebraska
$13K -$3.98K -91 -23%
JPLA
149
Joseph P. Lucia & Associates
New York
$13K
GEA
150
Glen Eagle Advisors
New Jersey
$12.9K