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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 %
MFW
151
Meristem Family Wealth
Minnesota
-$294K -6,975 Closed
PWAP
152
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$286K -6,901 Closed
SMFS
153
Squar Milner Financial Services
California
-$289K -6,884 Closed
WMA
154
Wealth Management Associates
New Jersey
-$268K -6,375 Closed
JWCA
155
J.W. Cole Advisors
Florida
-$258K -6,126 Closed
AC
156
Avestar Capital
New York
-$251K -5,985 Closed
TFS
157
Thoroughbred Financial Services
Tennessee
-$238K -5,657 Closed
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
-$227K -5,395 Closed
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
-$223K -5,337 Closed
RJT
160
Raymond James Trust
Florida
-$218K -5,170 Closed
BF
161
BOK Financial
Oklahoma
-$215K -5,116 Closed
CWM
162
Cornerstone Wealth Management
Missouri
-$214K -5,077 Closed
BFPW
163
BOK Financial Private Wealth
Colorado
-$203K -4,827 Closed
DIA
164
Dana Investment Advisors
Wisconsin
-$203K -4,826 Closed
BB
165
Busey Bank
Illinois
-$114K -2,714 Closed
MA
166
MUFG Americas
New York
-$105K -2,500 Closed
VCM
167
Vigilant Capital Management
Maine
-$75K -1,772 Closed
LAS
168
Lloyd Advisory Services
Georgia
-$27K -652 Closed
IWP
169
IAG Wealth Partners
Wisconsin
-$21K -485 Closed