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WisdomTree US MidCap Fund
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Overview Fund Activity

91 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
74
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.6M
2
SB
2
Suntrust Banks
Georgia
$40.7M
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Bank of America
4
Bank of America
North Carolina
$25M
5
Wells Fargo
5
Wells Fargo
California
$16.6M

Top Sellers

1
AIM
1
Advantage Investment Management
Iowa
$132K
2
BS
2
Banco Santander
Spain
$0
3
3AM
3
3D Asset Management
Connecticut
$5.58M
4
SEI Investments
4
SEI Investments
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$552K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.6M 1,860,111 +1,254,973 +207%
SB
2
Suntrust Banks
Georgia
$40.7M 1,154,582 +817,310 +242%
UBS Group
3
UBS Group
Switzerland
$39.2M 1,110,157 +724,887 +188%
Bank of America
4
Bank of America
North Carolina
$25M 708,928 +392,313 +124%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.5M 496,734 +344,810 +227%
Wells Fargo
6
Wells Fargo
California
$16.6M 471,452 +362,570 +333%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M 362,098 +247,139 +215%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.6M 301,513 +215,749 +252%
TA
9
TMD & Associates
Arizona
$9.91M 281,047 +188,959 +205%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.01M 227,225 +152,477 +204%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$6.2M 175,885 +120,338 +217%
3AM
12
3D Asset Management
Connecticut
$5.58M 158,336 -4,886 -3%
LPL Financial
13
LPL Financial
California
$5.31M 152,115 +88,210 +138%
HT
14
Hefren-Tillotson
Pennsylvania
$4.55M 129,002 +91,793 +247%
NFC
15
Northeast Financial Consultants
Connecticut
$3.68M 104,250 +69,500 +200%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.5M 99,277 +64,530 +186%
MWM
17
Marietta Wealth Management
Georgia
$3.34M 94,590 +69,643 +279%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.95M 83,761 +58,964 +238%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.85M 80,834 +55,708 +222%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.55M 72,203 +49,166 +213%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.4M 68,107 +63,618 +1,417%
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.31M 66,799 +45,518 +214%
CCA
23
Clearwater Capital Advisors
Illinois
$2.07M 59,908 +41,625 +228%
CFD
24
Creative Financial Designs
Indiana
$2.06M 58,326 +39,822 +215%
AG
25
Advisor Group
Arizona
$2.03M 57,637 +15,097 +35%
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