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WisdomTree US MidCap Fund
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Overview Fund Activity

60 hedge funds and large institutions have $226M invested in WisdomTree US MidCap Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
11
Increased
28
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30M
2
Jane Street
2
Jane Street
New York
$7.17M
3
U
3
UBS
Switzerland
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$17.7M
5
SCA
5
Strategic Capital Alternatives
United States
$2.76M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$43.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$260K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$565K
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$43.5M 497,456 -253,305 -34%
Morgan Stanley
2
Morgan Stanley
New York
$30M 342,789 +110,076 +47%
Bank of America
3
Bank of America
North Carolina
$17.7M 202,521 +58,564 +41%
U
4
UBS
Switzerland
$16.7M 191,179 +70,396 +58%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.1M 172,808 +19,611 +13%
LPL Financial
6
LPL Financial
California
$14.9M 172,711 -7,716 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.8M 111,930 +11,745 +12%
AIG
8
American International Group
New York
$9.19M 105,032 +2,627 +3%
Wells Fargo
9
Wells Fargo
California
$8.48M 96,929 +16,346 +20%
Jane Street
10
Jane Street
New York
$7.17M 81,927 +78,071 +2,025%
GA
11
Gateway Advisory
New Jersey
$6.62M 75,680 +1,197 +2%
SB
12
Suntrust Banks
Georgia
$5.82M 66,457 +13,036 +24%
BTS
13
BB&T Securities
Virginia
$3.69M 4,219 -50 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.57M 40,757 +8,145 +25%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.04M 34,714 +2,525 +8%
SCA
16
Strategic Capital Alternatives
United States
$2.76M 31,524 +31,524 New
VC
17
Vicus Capital
Pennsylvania
$2.51M 28,656 +1,240 +5%
ACM
18
Argentus Capital Management
Texas
$2.37M 27,105 +27,105 New
HighTower Advisors
19
HighTower Advisors
Illinois
$2.37M 27,037 +1,830 +7%
NFC
20
Northeast Financial Consultants
Connecticut
$1.93M 22,000 +1,780 +9%
PI
21
Placemark Investments
Illinois
$1.79M 20,429 +1,406 +7%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.64M 18,755 +3,662 +24%
CWM
23
Concert Wealth Management
California
$1.2M 13,604 +75 +0.6%
HT
24
Hefren-Tillotson
Pennsylvania
$1.18M 13,439 +5,896 +78%
CANC
25
Culbertson A N & Co
Virginia
$981K 11,205 -1,610 -13%
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