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WisdomTree US MidCap Fund
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Overview Fund Activity

64 hedge funds and large institutions have $315M invested in WisdomTree US MidCap Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
30
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$12M
3
GI
3
Gradient Investments
Minnesota
$9M
4
UBS Group
4
UBS Group
Switzerland
$30.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.3M

Top Sellers

1
AIG
1
American International Group
New York
$1.02M
2
Jane Street
2
Jane Street
New York
$0
3
ACM
3
Argentus Capital Management
Texas
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
3AM
5
3D Asset Management
Connecticut
$31.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.6M 679,987 +187,905 +38%
3AM
2
3D Asset Management
Connecticut
$31.7M 328,020 -16,784 -5%
UBS Group
3
UBS Group
Switzerland
$30.2M 313,188 +69,099 +28%
Bank of America
4
Bank of America
North Carolina
$29.7M 307,914 +30,334 +11%
SB
5
Suntrust Banks
Georgia
$17M 175,885 +33,830 +24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.3M 168,485 +59,698 +55%
LPL Financial
7
LPL Financial
California
$15.6M 161,819 +563 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.5M 149,940 +15,145 +11%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$12M 124,189 +119,319 +2,450%
GA
10
Gateway Advisory
New Jersey
$10M 103,690 +322 +0.3%
GI
11
Gradient Investments
Minnesota
$9M 93,274 +93,274 New
Wells Fargo
12
Wells Fargo
California
$7.36M 76,271 -6,656 -8%
BTS
13
BB&T Securities
Virginia
$6.96M 7,208 +2,179 +43%
NFC
14
Northeast Financial Consultants
Connecticut
$6.02M 62,417 +38,097 +157%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.5M 46,617 +8,840 +23%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.4M 45,605 +2,340 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.56M 36,867 +1,216 +3%
SG Americas Securities
18
SG Americas Securities
New York
$3.42M 35,478 +35,478 New
FANJ
19
Financial Architects (New Jersey)
New Jersey
$2.4M 24,825 +6,040 +32%
SCA
20
Strategic Capital Alternatives
United States
$2.19M 22,643 -7,669 -25%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2M 20,739 +5,470 +36%
HT
22
Hefren-Tillotson
Pennsylvania
$1.98M 20,465 +4,898 +31%
MAA
23
Managed Account Advisors
New Jersey
$1.28M 13,217 +13,217 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.22M 12,592 +12,592 New
CANC
25
Culbertson A N & Co
Virginia
$1.15M 11,948 – –
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