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WisdomTree US MidCap Fund
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Overview Fund Activity

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93.7M
2
BFG
2
Barber Financial Group
Kansas
$3.65M
3
SB
3
Suntrust Banks
Georgia
$65.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.6M
5
FLI
5
Family Legacy Inc
South Carolina
$1.68M

Top Sellers

1
ICOA
1
Investment Centers of America
North Dakota
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1K
3
CA
3
Cetera Advisors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03M
5
VC
5
Vicus Capital
Pennsylvania
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.7M 2,360,234 +315,616 +15%
SB
2
Suntrust Banks
Georgia
$65.6M 1,652,540 +70,114 +4%
UBS Group
3
UBS Group
Switzerland
$38.1M 960,507 +30,978 +3%
TLIC
4
Taiyo Life Insurance Company
Japan
$34.9M 880,000 +880,000 New
Bank of America
5
Bank of America
North Carolina
$24.7M 623,013 -13,252 -2%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$21.6M 545,246 +17,703 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.9M 525,983 -5,144 -1%
Wells Fargo
8
Wells Fargo
California
$20.8M 523,456 +8,897 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.6M 317,970 +44,976 +16%
HighTower Advisors
10
HighTower Advisors
Illinois
$12M 303,240 +1,103 +0.4%
TA
11
TMD & Associates
Arizona
$10.5M 265,059 -7,522 -3%
HT
12
Hefren-Tillotson
Pennsylvania
$6.84M 172,398 +8,699 +5%
LPL Financial
13
LPL Financial
California
$6.39M 161,021 +26,104 +19%
3AM
14
3D Asset Management
Connecticut
$5.53M 139,240 -8,319 -6%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$5.13M 129,159 +2,258 +2%
MWM
16
Marietta Wealth Management
Georgia
$5.01M 126,231 +5,108 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.63M 116,717 +8,424 +8%
AC
18
Avestar Capital
New York
$4.51M 114,374 +114,374 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.84M 96,680 +611 +0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.77M 94,925 +18,379 +24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.71M 93,568 -2,411 -3%
NFC
22
Northeast Financial Consultants
Connecticut
$3.69M 92,970 -6,780 -7%
BFG
23
Barber Financial Group
Kansas
$3.65M 92,066 +92,066 New
CWM
24
Capital Wealth Management
Rhode Island
$3.59M 90,491 +90,491 New
CCA
25
Clearwater Capital Advisors
Illinois
$2.82M 71,024 +3,621 +5%
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