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WisdomTree US MidCap Fund
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Overview Fund Activity

125 hedge funds and large institutions have $496M invested in WisdomTree US MidCap Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
24
Increased
34
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCM
1
Quest Capital Management
Texas
$17.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M
3
3AM
3
3D Asset Management
Connecticut
$19.6M
4
Ameriprise
4
Ameriprise
Minnesota
$6.8M
5
SB
5
Suntrust Banks
Georgia
$60.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$17.8M
4
RJA
4
Raymond James & Associates
Florida
$553K
5
Wells Fargo
5
Wells Fargo
California
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.3M 2,137,286 -135,873 -6%
SB
2
Suntrust Banks
Georgia
$60.5M 1,764,686 +59,369 +3%
TLIC
3
Taiyo Life Insurance Company
Japan
$30.2M 880,000 – –
UBS Group
4
UBS Group
Switzerland
$28M 815,443 -142,764 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26M 756,881 +236,383 +45%
Bank of America
6
Bank of America
North Carolina
$20.7M 604,904 -41,086 -6%
3AM
7
3D Asset Management
Connecticut
$19.6M 572,249 +117,565 +26%
Wells Fargo
8
Wells Fargo
California
$17.8M 520,274 -85,302 -14%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$17.8M 519,184 -117,352 -18%
QCM
10
Quest Capital Management
Texas
$17.5M 510,854 +510,854 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.9M 463,839 -56,439 -11%
HWA
12
HCR Wealth Advisors
California
$12.4M 360,632 -9,702 -3%
DLIC
13
Daido Life Insurance Company
Japan
$11.8M 344,526 – –
HighTower Advisors
14
HighTower Advisors
Illinois
$10.1M 295,179 -18,813 -6%
TA
15
TMD & Associates
Arizona
$7.49M 218,353 -55,383 -20%
HT
16
Hefren-Tillotson
Pennsylvania
$7.02M 204,656 +19,510 +11%
Ameriprise
17
Ameriprise
Minnesota
$6.8M 197,007 +91,957 +88%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.28M 154,069 +5,618 +4%
LPL Financial
19
LPL Financial
California
$5.26M 153,391 +3,607 +2%
NFC
20
Northeast Financial Consultants
Connecticut
$5.12M 149,406 +53,415 +56%
PAG
21
Private Advisor Group
New Jersey
$5.08M 148,059 +56,834 +62%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$4.33M 126,226 -5,242 -4%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$4.12M 120,139 +548 +0.5%
MWM
24
Marietta Wealth Management
Georgia
$3.78M 110,282 -26,521 -19%
DC
25
Davenport & Co
Virginia
$3.65M 106,296 +20,179 +23%
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