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WisdomTree US MidCap Fund
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Overview Fund Activity

77 hedge funds and large institutions have $269M invested in WisdomTree US MidCap Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
6
Increased
29
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$13.1M
3
SB
3
Suntrust Banks
Georgia
$27.7M
4
HT
4
Hefren-Tillotson
Pennsylvania
$2.62M
5
Morgan Stanley
5
Morgan Stanley
New York
$56.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
LPL Financial
2
LPL Financial
California
$4.45M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
AIG
4
American International Group
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.3M 616,169 +6,440 +1%
UBS Group
2
UBS Group
Switzerland
$32M 350,180 +28,790 +9%
SB
3
Suntrust Banks
Georgia
$27.7M 303,665 +15,825 +5%
Bank of America
4
Bank of America
North Carolina
$24.5M 268,040 -14,512 -5%
3AM
5
3D Asset Management
Connecticut
$16.8M 184,099 -16,195 -8%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$13.1M 143,283 +19,463 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.4M 125,225 +6,290 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.34M 91,362 +3,849 +4%
NFC
9
Northeast Financial Consultants
Connecticut
$7.35M 80,487 -8,545 -10%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.92M 64,881 +2,904 +5%
Wells Fargo
11
Wells Fargo
California
$5.87M 64,320 -3,698 -5%
VC
12
Vicus Capital
Pennsylvania
$4.54M 49,774 +4,260 +9%
LPL Financial
13
LPL Financial
California
$4.45M 49,188 -64,019 -57%
TA
14
TMD & Associates
Arizona
$4.11M 45,028 +600 +1%
AG
15
Advisor Group
Arizona
$3.6M 39,467 +39,467 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.27M 35,843 -4,028 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.18M 34,770 -75,916 -69%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$2.88M 31,545 +1,757 +6%
MFS
19
MSI Financial Services
Massachusetts
$2.76M 30,197 +3,369 +13%
HT
20
Hefren-Tillotson
Pennsylvania
$2.62M 28,683 +10,545 +58%
AIM
21
Advantage Investment Management
Iowa
$2.43M 26,566 +160 +0.6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.23M 24,472 -2,551 -9%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.94M 21,268 +6,267 +42%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.61M 17,613 -7,461 -30%
CCA
25
Clearwater Capital Advisors
Illinois
$1.53M 16,859 +16,859 New
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