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WisdomTree US MidCap Fund
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Overview Fund Activity

75 hedge funds and large institutions have $278M invested in WisdomTree US MidCap Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.24M
2
SB
2
Suntrust Banks
Georgia
$30.1M
3
TA
3
TMD & Associates
Arizona
$5.34M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.18M
5
LPL Financial
5
LPL Financial
California
$5.22M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$2.26M
2
3AM
2
3D Asset Management
Connecticut
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.6M 612,473 -3,696 -0.6%
UBS Group
2
UBS Group
Switzerland
$33.6M 350,744 +564 +0.2%
SB
3
Suntrust Banks
Georgia
$30.1M 315,009 +11,344 +4%
Bank of America
4
Bank of America
North Carolina
$25.8M 269,885 +1,845 +0.7%
3AM
5
3D Asset Management
Connecticut
$15.8M 165,589 -18,510 -10%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$14M 146,565 +3,282 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.4M 108,257 -16,968 -14%
Wells Fargo
8
Wells Fargo
California
$9.24M 96,564 +32,244 +50%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.09M 95,012 +3,650 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.18M 75,175 +10,294 +16%
NFC
11
Northeast Financial Consultants
Connecticut
$7.06M 73,822 -6,665 -8%
TA
12
TMD & Associates
Arizona
$5.34M 55,862 +10,834 +24%
LPL Financial
13
LPL Financial
California
$5.22M 55,064 +5,876 +12%
AG
14
Advisor Group
Arizona
$3.95M 41,291 +1,824 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.32M 34,658 -1,185 -3%
HT
16
Hefren-Tillotson
Pennsylvania
$3.21M 33,601 +4,918 +17%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$3.12M 32,623 +1,078 +3%
MFS
18
MSI Financial Services
Massachusetts
$3.06M 31,980 +1,783 +6%
AIM
19
Advantage Investment Management
Iowa
$2.41M 25,170 -1,396 -5%
VC
20
Vicus Capital
Pennsylvania
$2.26M 23,577 -26,197 -53%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.07M 21,610 -2,862 -12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.03M 21,254 -13,516 -39%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2M 20,858 -410 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.78M 18,625 +1,012 +6%
CCA
25
Clearwater Capital Advisors
Illinois
$1.61M 17,007 +148 +0.9%
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