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WisdomTree US MidCap Fund
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Overview Fund Activity

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$13.8M
2
RJA
2
Raymond James & Associates
Florida
$4.33M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.64M
4
Wells Fargo
4
Wells Fargo
California
$24.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.1M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
Jane Street
2
Jane Street
New York
$777K
3
LPL Financial
3
LPL Financial
California
$5.67M
4
NWP
4
Northstar Wealth Partners
Connecticut
$0
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.2M 2,271,499 +24,628 +1%
SB
2
Suntrust Banks
Georgia
$68.8M 1,713,137 +32,455 +2%
UBS Group
3
UBS Group
Switzerland
$38.4M 956,415 +19,818 +2%
TLIC
4
Taiyo Life Insurance Company
Japan
$35.4M 880,000 – –
Bank of America
5
Bank of America
North Carolina
$26.4M 656,987 +197 +0%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$24.3M 605,289 +15,681 +3%
Wells Fargo
7
Wells Fargo
California
$24.2M 602,606 +59,653 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.7M 514,331 -18,823 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$18.1M 450,842 +44,660 +11%
DLIC
10
Daido Life Insurance Company
Japan
$13.8M 344,526 +225,313 +189%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.6M 313,561 +5,389 +2%
TA
12
TMD & Associates
Arizona
$10.7M 267,119 -4,252 -2%
HT
13
Hefren-Tillotson
Pennsylvania
$8.45M 210,384 +17,112 +9%
AC
14
Avestar Capital
New York
$5.72M 143,619 +460 +0.3%
LPL Financial
15
LPL Financial
California
$5.67M 141,094 -39,577 -22%
MWM
16
Marietta Wealth Management
Georgia
$5.55M 138,273 +8,450 +7%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$5.34M 133,015 +1,099 +0.8%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.28M 131,501 +7,019 +6%
3AM
19
3D Asset Management
Connecticut
$5.03M 125,247 -6,353 -5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.34M 108,128 +2,413 +2%
RJA
21
Raymond James & Associates
Florida
$4.33M 107,677 +91,281 +557%
LFG
22
LifePlan Financial Group
Ohio
$4.15M 103,300 -36 -0%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$4.14M 107,245 – –
NFC
24
Northeast Financial Consultants
Connecticut
$3.61M 89,970 -3,000 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.6M 89,678 +209 +0.2%
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