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WisdomTree US MidCap Fund
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Overview Fund Activity

80 hedge funds and large institutions have $306M invested in WisdomTree US MidCap Fund in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
12
Increased
31
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$15.8M
2
UBS Group
2
UBS Group
Switzerland
$31.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.03M
4
TA
4
TMD & Associates
Arizona
$4.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.39M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.1M
2
GI
2
Gradient Investments
Minnesota
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$27.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$646K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.1M 597,845 -89,646 -13%
UBS Group
2
UBS Group
Switzerland
$31.8M 364,543 +66,447 +22%
3AM
3
3D Asset Management
Connecticut
$28M 321,428 +354 +0.1%
Bank of America
4
Bank of America
North Carolina
$27.8M 318,679 -49,913 -14%
SB
5
Suntrust Banks
Georgia
$23.4M 268,432 +40,866 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.5M 200,557 +4,216 +2%
LPL Financial
7
LPL Financial
California
$15.8M 183,262 +94,779 +107%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$11.1M 127,357 +11,754 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.39M 96,330 +53,902 +127%
NFC
10
Northeast Financial Consultants
Connecticut
$8.13M 93,282 -13,700 -13%
GA
11
Gateway Advisory
New Jersey
$7.79M 89,441 -10,719 -11%
Wells Fargo
12
Wells Fargo
California
$6.22M 71,404 -5,431 -7%
Goldman Sachs
13
Goldman Sachs
New York
$5.03M 57,733 +57,733 New
TA
14
TMD & Associates
Arizona
$4.91M 56,302 +56,302 New
HighTower Advisors
15
HighTower Advisors
Illinois
$4.9M 56,232 +2,490 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$4.24M 48,621 +23,496 +94%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.86M 44,329 -133 -0.3%
AIG
18
American International Group
New York
$3.49M 40,066 +1,712 +4%
VC
19
Vicus Capital
Pennsylvania
$3.48M 39,974 +7,392 +23%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.76M 31,706 -374 -1%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$2.7M 30,930 +461 +2%
AIM
22
Advantage Investment Management
Iowa
$2.19M 25,169 +955 +4%
HT
23
Hefren-Tillotson
Pennsylvania
$2.15M 24,668 +182 +0.7%
MFS
24
MSI Financial Services
Massachusetts
$2.09M 24,008 +10,682 +80%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.97M 22,595 +1,019 +5%
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