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WisdomTree US MidCap Fund
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Overview Fund Activity

84 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
34
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$58.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.2M
4
HT
4
Hefren-Tillotson
Pennsylvania
$6.1M
5
MWM
5
Marietta Wealth Management
Georgia
$4.51M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FLI
3
Family Legacy Inc
South Carolina
$0
4
CWM
4
Concert Wealth Management
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.1M 2,044,618 +62,387 +3%
SB
2
Suntrust Banks
Georgia
$58.9M 1,582,426 +70,684 +5%
UBS Group
3
UBS Group
Switzerland
$34.6M 929,529 -67,694 -7%
Bank of America
4
Bank of America
North Carolina
$23.7M 636,265 -1,120 -0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.8M 531,127 +10,284 +2%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$19.6M 527,543 +19,636 +4%
Wells Fargo
7
Wells Fargo
California
$19.2M 514,559 +12,494 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.2M 302,137 -64 -0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.2M 272,994 +26,141 +11%
TA
10
TMD & Associates
Arizona
$10.2M 272,581 -48 -0%
HT
11
Hefren-Tillotson
Pennsylvania
$6.1M 163,699 +23,940 +17%
3AM
12
3D Asset Management
Connecticut
$5.5M 147,559 -5,520 -4%
LPL Financial
13
LPL Financial
California
$5.02M 134,917 +1,613 +1%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$4.73M 126,901 +4,691 +4%
MWM
15
Marietta Wealth Management
Georgia
$4.51M 121,123 +21,874 +22%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.03M 108,293 +12,167 +13%
NFC
17
Northeast Financial Consultants
Connecticut
$3.72M 99,750 -1,200 -1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.58M 96,069 +1,751 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.57M 95,979 -395 -0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.85M 76,546 +1,232 +2%
FHA
21
Flagship Harbor Advisors
Massachusetts
$2.59M 69,506 – –
CCA
22
Clearwater Capital Advisors
Illinois
$2.52M 67,403 +4,508 +7%
CFD
23
Creative Financial Designs
Indiana
$2.22M 59,553 +2,038 +4%
AG
24
Advisor Group
Arizona
$2.15M 57,725 +117 +0.2%
CANC
25
Culbertson A N & Co
Virginia
$1.98M 53,248 +2,498 +5%
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