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WisdomTree US MidCap Fund
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Overview Fund Activity

66 hedge funds and large institutions have $255M invested in WisdomTree US MidCap Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
30
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
SB
2
Suntrust Banks
Georgia
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$25.7M
4
GA
4
Gateway Advisory
New Jersey
$9.58M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.5M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$31.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M
3
Jane Street
3
Jane Street
New York
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$7.68M
5
LPL Financial
5
LPL Financial
California
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.6M 492,082 +149,293 +44%
3AM
2
3D Asset Management
Connecticut
$31.9M 344,804 -152,652 -31%
Bank of America
3
Bank of America
North Carolina
$25.7M 277,580 +75,059 +37%
UBS Group
4
UBS Group
Switzerland
$22.6M 244,089 +244,089 New
LPL Financial
5
LPL Financial
California
$14.9M 161,256 -11,455 -7%
SB
6
Suntrust Banks
Georgia
$13.2M 142,055 +75,598 +114%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.5M 134,795 +22,865 +20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M 108,787 -64,021 -37%
GA
9
Gateway Advisory
New Jersey
$9.58M 103,368 +27,688 +37%
AIG
10
American International Group
New York
$8.68M 93,666 -11,366 -11%
Wells Fargo
11
Wells Fargo
California
$7.68M 82,927 -14,002 -14%
BTS
12
BB&T Securities
Virginia
$4.66M 5,029 +810 +19%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.01M 43,265 +2,508 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.5M 37,777 +10,740 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.3M 35,651 +937 +3%
Jane Street
16
Jane Street
New York
$3.06M 33,018 -48,909 -60%
VC
17
Vicus Capital
Pennsylvania
$3.05M 32,948 +4,292 +15%
ACM
18
Argentus Capital Management
Texas
$2.82M 30,479 +3,374 +12%
SCA
19
Strategic Capital Alternatives
United States
$2.81M 30,312 -1,212 -4%
NFC
20
Northeast Financial Consultants
Connecticut
$2.25M 24,320 +2,320 +11%
PI
21
Placemark Investments
Illinois
$1.9M 20,457 +28 +0.1%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$1.74M 18,785 +8,625 +85%
VKH
23
Virtu KCG Holdings
New York
$1.65M 17,782 +17,782 New
HT
24
Hefren-Tillotson
Pennsylvania
$1.44M 15,567 +2,128 +16%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.42M 15,269 -3,486 -19%
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