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WisdomTree US MidCap Fund
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Overview Fund Activity

139 hedge funds and large institutions have $617M invested in WisdomTree US MidCap Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
17
Increased
48
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.75M
2
AWM
2
AE Wealth Management
Kansas
$4.98M
3
SS
3
Simplicity Solutions
Minnesota
$2.77M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.31M
5
DLIC
5
Daido Life Insurance Company
Japan
$15.5M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.06M
2
RW
2
RVW Wealth
California
$29.6M
3
CWM
3
Capital Wealth Management
Rhode Island
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$84.9M 2,151,640 +46,845 +2%
Morgan Stanley
2
Morgan Stanley
New York
$78.4M 1,986,679 -25,481 -1%
TLIC
3
Taiyo Life Insurance Company
Japan
$34.7M 880,000 – –
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.1M 863,884 -11,745 -1%
UBS Group
5
UBS Group
Switzerland
$33.6M 851,119 +6,143 +0.7%
RW
6
RVW Wealth
California
$29.6M 751,009 -73,607 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$27.7M 701,302 -12,413 -2%
Bank of America
8
Bank of America
North Carolina
$25.6M 650,038 +7,194 +1%
3AM
9
3D Asset Management
Connecticut
$22.3M 564,642 +11,546 +2%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$19.8M 501,967 +2,377 +0.5%
QCM
11
Quest Capital Management
Texas
$18.1M 459,233 -30,028 -6%
DLIC
12
Daido Life Insurance Company
Japan
$15.5M 391,964 +47,438 +14%
Wells Fargo
13
Wells Fargo
California
$15.2M 384,487 +2,606 +0.7%
HighTower Advisors
14
HighTower Advisors
Illinois
$10.2M 257,958 -3,955 -2%
HT
15
Hefren-Tillotson
Pennsylvania
$9.66M 244,799 -4,691 -2%
AW
16
ACG Wealth
Georgia
$9.15M 231,884 -823 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$7.81M 197,997 -39,731 -17%
PAG
18
Private Advisor Group
New Jersey
$7.12M 180,155 +7,147 +4%
DC
19
Davenport & Co
Virginia
$5.69M 142,129 -1,220 -0.9%
LPL Financial
20
LPL Financial
California
$5.16M 130,703 -6,734 -5%
AWM
21
AE Wealth Management
Kansas
$4.98M 126,329 +73,782 +140%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.96M 125,636 +21,038 +20%
NFC
23
Northeast Financial Consultants
Connecticut
$4.86M 123,231 -4,875 -4%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$4.75M 120,369 +3,663 +3%
Goldman Sachs
25
Goldman Sachs
New York
$4.75M 120,310 +120,310 New
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