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WisdomTree US MidCap Fund
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Overview Fund Activity

83 hedge funds and large institutions have $324M invested in WisdomTree US MidCap Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
12
Increased
35
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.5M
2
TA
2
TMD & Associates
Arizona
$9.46M
3
UBS Group
3
UBS Group
Switzerland
$39.6M
4
MWM
4
Marietta Wealth Management
Georgia
$2.56M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$5.7M

Top Sellers

1
NFC
1
Northeast Financial Consultants
Connecticut
$3.57M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$461K
4
Morgan Stanley
4
Morgan Stanley
New York
$62.1M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.1M 605,138 -7,335 -1%
UBS Group
2
UBS Group
Switzerland
$39.6M 385,270 +34,526 +10%
SB
3
Suntrust Banks
Georgia
$34.6M 337,272 +22,263 +7%
Bank of America
4
Bank of America
North Carolina
$32.5M 316,615 +46,730 +17%
3AM
5
3D Asset Management
Connecticut
$16.8M 163,222 -2,367 -1%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$15.6M 151,924 +5,359 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M 114,959 +6,702 +6%
Wells Fargo
8
Wells Fargo
California
$11.2M 108,882 +12,318 +13%
TA
9
TMD & Associates
Arizona
$9.46M 92,088 +36,226 +65%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.81M 85,764 +10,589 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.67M 74,748 -20,264 -21%
LPL Financial
12
LPL Financial
California
$6.61M 63,905 +8,841 +16%
FANJ
13
Financial Architects (New Jersey)
New Jersey
$5.7M 55,547 +22,924 +70%
AG
14
Advisor Group
Arizona
$4.37M 42,540 +1,249 +3%
HT
15
Hefren-Tillotson
Pennsylvania
$3.82M 37,209 +3,608 +11%
NFC
16
Northeast Financial Consultants
Connecticut
$3.57M 34,750 -39,072 -53%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.57M 34,747 +89 +0.3%
MFS
18
MSI Financial Services
Massachusetts
$3.49M 33,961 +1,981 +6%
AIM
19
Advantage Investment Management
Iowa
$2.63M 25,629 +459 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.58M 25,126 +17,790 +243%
MWM
21
Marietta Wealth Management
Georgia
$2.56M 24,947 +24,947 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.55M 24,797 +6,172 +33%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.36M 23,037 +2,179 +10%
FHA
24
Flagship Harbor Advisors
Massachusetts
$2.2M 21,281 +21,281 New
VC
25
Vicus Capital
Pennsylvania
$1.93M 18,803 -4,774 -20%
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