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WisdomTree US MidCap Fund
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Overview Fund Activity

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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.8M
2
3AM
3D Asset Management
Connecticut
$22M
3
Citadel Advisors
Citadel Advisors
Florida
$7.58M
4
Bank of America
Bank of America
North Carolina
$20.2M
5
TRCT
Tower Research Capital (TRC)
New York
$2.05M

Top Sellers

1
TLIC
Taiyo Life Insurance Company
Japan
$0
2
RW
RVW Wealth
California
$7.31M
3
QCM
Quest Capital Management
Texas
$233K
4
Morgan Stanley
Morgan Stanley
New York
$38.1M
5
OWM
Orgel Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
126
Ranch Capital Advisors
Florida
$1K -$2.32K -132 -70%
BlackRock
127
BlackRock
New York
$1K -$3.04K -76 -75%
GI
128
Gradient Investments
Minnesota
$1K – – –
TLIC
129
Taiyo Life Insurance Company
Japan
– -$37M -880,000 Closed
OWM
130
Orgel Wealth Management
Wisconsin
– -$6.95M -158,349 Closed
AWM
131
AE Wealth Management
Kansas
– -$4.69M -111,425 Closed
MWM
132
Marietta Wealth Management
Georgia
– -$4.63M -110,078 Closed
OL
133
Optas LLC
Texas
– -$3.59M -85,381 Closed
BFG
134
Barber Financial Group
Kansas
– -$3.09M -73,510 Closed
SA
135
Stewardship Advisors
Pennsylvania
– -$3.07M -72,896 Closed
CA
136
Continuum Advisory
Idaho
– -$2.36M -56,060 Closed
SS
137
Simplicity Solutions
Minnesota
– -$2.23M -53,010 Closed
S
138
Surevest
California
– -$2.18M -51,766 Closed
Goldman Sachs
139
Goldman Sachs
New York
– -$1.05M -24,860 Closed
QWM
140
Quaker Wealth Management
New Jersey
– -$775K -18,413 Closed
AWA
141
Arete Wealth Advisors
Illinois
– -$563K -13,725 Closed
PIA
142
Perennial Investment Advisors
California
– -$524K -12,457 Closed
IAA
143
Independent Advisor Alliance
North Carolina
– -$493K -11,706 Closed
CAM
144
Covenant Asset Management
New Jersey
– -$487K -11,568 Closed
OCPWS
145
One Charles Private Wealth Services
Massachusetts
– -$452K -10,741 Closed
CW
146
CreativeOne Wealth
Kansas
– -$402K -9,554 Closed
Cerity Partners
147
Cerity Partners
New York
– -$379K -9,000 Closed
PTC
148
Private Trust Company
Ohio
– -$356K -8,481 Closed
BSW
149
Buckingham Strategic Wealth
Missouri
– -$314K -7,460 Closed
EW
150
Element Wealth
Mississippi
– -$303K -7,200 Closed
3 4 5
6
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