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WisdomTree US MidCap Fund
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Overview Fund Activity

120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
7
Increased
53
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$18.8M
2
HWA
2
HCR Wealth Advisors
California
$14.1M
3
PAG
3
Private Advisor Group
New Jersey
$3.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.5M
5
AW
5
ACG Wealth
Georgia
$2.83M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.49K
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HT
4
Hefren-Tillotson
Pennsylvania
$7.66M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94M 2,273,159 +1,660 +0.1%
SB
2
Suntrust Banks
Georgia
$70.5M 1,705,317 -7,820 -0.5%
UBS Group
3
UBS Group
Switzerland
$39.6M 958,207 +1,792 +0.2%
TLIC
4
Taiyo Life Insurance Company
Japan
$36.4M 880,000 – –
Bank of America
5
Bank of America
North Carolina
$26.7M 645,990 -10,997 -2%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$26.3M 636,536 +31,247 +5%
Wells Fargo
7
Wells Fargo
California
$25M 605,576 +2,970 +0.5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.5M 520,498 +6,167 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.5M 520,278 +69,436 +15%
3AM
10
3D Asset Management
Connecticut
$18.8M 454,684 +329,437 +263%
DLIC
11
Daido Life Insurance Company
Japan
$14.3M 344,526 – –
HWA
12
HCR Wealth Advisors
California
$14.1M 370,334 +321,169 +653%
HighTower Advisors
13
HighTower Advisors
Illinois
$13M 313,992 +431 +0.1%
TA
14
TMD & Associates
Arizona
$11.3M 273,736 +6,617 +2%
HT
15
Hefren-Tillotson
Pennsylvania
$7.66M 185,146 -25,238 -12%
AC
16
Avestar Capital
New York
$6.64M 161,969 +18,350 +13%
LPL Financial
17
LPL Financial
California
$6.2M 149,784 +8,690 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.14M 148,451 +16,950 +13%
MWM
19
Marietta Wealth Management
Georgia
$5.66M 136,803 -1,470 -1%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$5.44M 131,468 -1,547 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4.95M 119,591 +12,346 +12%
RJA
22
Raymond James & Associates
Florida
$4.87M 117,693 +10,016 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.57M 110,465 +2,337 +2%
Ameriprise
24
Ameriprise
Minnesota
$4.35M 105,050 +23,447 +29%
LFG
25
LifePlan Financial Group
Ohio
$4.29M 103,628 +328 +0.3%
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