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WisdomTree US MidCap Fund

134 hedge funds and large institutions have $631M invested in WisdomTree US MidCap Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
17
Increased
50
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SB
1
Suntrust Banks
Georgia
$84.2M 2,104,795 +27,552 +1%
Morgan Stanley
2
Morgan Stanley
New York
$80.5M 2,012,160 -116,539 -5%
TLIC
3
Taiyo Life Insurance Company
Japan
$35.2M 880,000
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35M 875,629 -6,898 -0.8%
UBS Group
5
UBS Group
Switzerland
$33.8M 844,976 +15,849 +2%
RW
6
RVW Wealth
California
$33M 824,616 +28,208 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.5M 713,715 +163,825 +30%
Bank of America
8
Bank of America
North Carolina
$25.7M 642,844 -5,367 -0.8%
3AM
9
3D Asset Management
Connecticut
$22.1M 553,096 -12,712 -2%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$20M 499,590 -37,456 -7%
QCM
11
Quest Capital Management
Texas
$19.6M 489,261 -15,610 -3%
Wells Fargo
12
Wells Fargo
California
$15.3M 381,881 -117,206 -23%
DLIC
13
Daido Life Insurance Company
Japan
$13.8M 344,526
HighTower Advisors
14
HighTower Advisors
Illinois
$10.5M 261,913 -30,429 -10%
HT
15
Hefren-Tillotson
Pennsylvania
$9.98M 249,490 +23,737 +11%
Ameriprise
16
Ameriprise
Minnesota
$9.51M 237,728 +23,327 +11%
AW
17
ACG Wealth
Georgia
$9.31M 232,707 +168,708 +264%
PAG
18
Private Advisor Group
New Jersey
$6.92M 173,008 +25,245 +17%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.57M 164,175 +4,918 +3%
DC
20
Davenport & Co
Virginia
$5.73M 143,349 +21,920 +18%
LPL Financial
21
LPL Financial
California
$5.5M 137,437 -17,699 -11%
NFC
22
Northeast Financial Consultants
Connecticut
$5.12M 128,106 -21,300 -14%
TA
23
TMD & Associates
Arizona
$4.92M 122,905 -1,392 -1%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$4.67M 116,706 -937 -0.8%
CCA
25
Clearwater Capital Advisors
Illinois
$4.66M 116,436 +12,733 +12%