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WisdomTree US MidCap Fund
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Overview Fund Activity

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$4.61M
2
LFG
2
LifePlan Financial Group
Ohio
$4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.7M
4
CF
4
Copperwynd Financial
Arizona
$2.31M
5
Jane Street
5
Jane Street
New York
$2.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.9M
2
BFG
2
Barber Financial Group
Kansas
$2.63M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.9M 2,246,871 -113,363 -5%
SB
2
Suntrust Banks
Georgia
$65M 1,680,682 +28,142 +2%
UBS Group
3
UBS Group
Switzerland
$36.2M 936,597 -23,910 -2%
TLIC
4
Taiyo Life Insurance Company
Japan
$34M 880,000 – –
Bank of America
5
Bank of America
North Carolina
$25.4M 656,790 +33,777 +5%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$22.8M 589,608 +44,362 +8%
Wells Fargo
7
Wells Fargo
California
$21M 542,953 +19,497 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.4M 533,154 +7,171 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$15.7M 406,182 +88,212 +28%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.9M 308,172 +4,932 +2%
TA
11
TMD & Associates
Arizona
$10.5M 271,371 +6,312 +2%
HT
12
Hefren-Tillotson
Pennsylvania
$7.48M 193,272 +20,874 +12%
LPL Financial
13
LPL Financial
California
$6.99M 180,671 +19,650 +12%
AC
14
Avestar Capital
New York
$5.49M 143,159 +28,785 +25%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$5.1M 131,916 +2,757 +2%
3AM
16
3D Asset Management
Connecticut
$5.09M 131,600 -7,640 -5%
MWM
17
Marietta Wealth Management
Georgia
$5.02M 129,823 +3,592 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.82M 124,482 +7,765 +7%
DLIC
19
Daido Life Insurance Company
Japan
$4.61M 119,213 +119,213 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.14M 107,245 +10,565 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.09M 105,715 +12,147 +13%
LFG
22
LifePlan Financial Group
Ohio
$4M 103,336 +103,336 New
CWM
23
Capital Wealth Management
Rhode Island
$3.6M 93,002 +2,511 +3%
NFC
24
Northeast Financial Consultants
Connecticut
$3.6M 92,970 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.46M 89,469 -5,456 -6%
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