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WisdomTree US MidCap Fund
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Overview Fund Activity

54 hedge funds and large institutions have $222M invested in WisdomTree US MidCap Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
27
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
SB
2
Suntrust Banks
Georgia
$4.94M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.33M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
AIG
5
American International Group
New York
$9.47M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
U
2
UBS
Switzerland
$11.2M
3
VKH
3
Virtu KCG Holdings
New York
$698K
4
SCM
4
Sterneck Capital Management
Missouri
$0
5
DG
5
Davidson & Garrard
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$69.4M 750,761 +2,392 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$21.5M 232,713 +38,304 +20%
LPL Financial
3
LPL Financial
California
$16.7M 180,427 -23,569 -12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.2M 153,197 +6,562 +4%
Bank of America
5
Bank of America
North Carolina
$13.3M 143,957 +23,985 +20%
U
6
UBS
Switzerland
$11.2M 120,783 -11,258 -9%
AIG
7
American International Group
New York
$9.47M 102,405 +13,616 +15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.26M 100,185 +7,665 +8%
Wells Fargo
9
Wells Fargo
California
$7.45M 80,583 +10,218 +15%
GA
10
Gateway Advisory
New Jersey
$6.89M 74,483 +1,585 +2%
SB
11
Suntrust Banks
Georgia
$4.94M 53,421 +27,696 +108%
BTS
12
BB&T Securities
Virginia
$3.95M 4,269 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.28M 35,495 +4,473 +14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.02M 32,612 +583 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.98M 32,189 +6,306 +24%
VC
16
Vicus Capital
Pennsylvania
$2.54M 27,416 +6,426 +31%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.33M 25,207 +25,207 New
NFC
18
Northeast Financial Consultants
Connecticut
$1.87M 20,220 +8,170 +68%
PI
19
Placemark Investments
Illinois
$1.76M 19,023 +97 +0.5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.4M 15,093 +2,476 +20%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.37M 14,793 +7,839 +113%
CWM
22
Concert Wealth Management
California
$1.21M 13,529 -270 -2%
CANC
23
Culbertson A N & Co
Virginia
$1.19M 12,815 +575 +5%
BCM
24
Barometer Capital Management
Ontario, Canada
$1.13M 12,200 +12,200 New
Citigroup
25
Citigroup
New York
$946K 10,219 +703 +7%
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