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WisdomTree US MidCap Fund
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Overview Fund Activity

158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
40
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$86.8M
2
CFA
2
Carroll Financial Associates
North Carolina
$8.36M
3
CPC
3
Consolidated Planning Corp
Georgia
$5.1M
4
PA
4
PSI Advisors
Florida
$3.91M
5
OL
5
Optas LLC
Texas
$3.59M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$86.8M 2,061,096 +2,061,096 New
Morgan Stanley
2
Morgan Stanley
New York
$78.2M 1,858,214 -128,465 -6%
TLIC
3
Taiyo Life Insurance Company
Japan
$37M 880,000 – –
UBS Group
4
UBS Group
Switzerland
$36.3M 861,566 +10,447 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.9M 780,583 -83,301 -10%
RW
6
RVW Wealth
California
$32M 761,336 +10,327 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$31.8M 755,153 +53,851 +8%
Bank of America
8
Bank of America
North Carolina
$28.7M 680,885 +30,847 +5%
3AM
9
3D Asset Management
Connecticut
$23.3M 552,429 -12,213 -2%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$20.6M 488,693 -13,274 -3%
QCM
11
Quest Capital Management
Texas
$18M 427,304 -31,929 -7%
Wells Fargo
12
Wells Fargo
California
$15.2M 362,231 -22,256 -6%
HT
13
Hefren-Tillotson
Pennsylvania
$11.4M 271,502 +26,703 +11%
PAG
14
Private Advisor Group
New Jersey
$10.9M 258,674 +78,519 +44%
HighTower Advisors
15
HighTower Advisors
Illinois
$10.8M 257,331 -627 -0.2%
CFA
16
Carroll Financial Associates
North Carolina
$8.36M 198,505 +142,579 +255%
Ameriprise
17
Ameriprise
Minnesota
$7.79M 101,222 -96,775 -49%
AW
18
ACG Wealth
Georgia
$7.53M 178,869 -53,015 -23%
OWM
19
Orgel Wealth Management
Wisconsin
$6.95M 158,349 +48,555 +44%
DC
20
Davenport & Co
Virginia
$6.88M 163,556 +21,427 +15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.76M 160,535 +34,899 +28%
LPL Financial
22
LPL Financial
California
$5.75M 136,567 +5,864 +4%
NFC
23
Northeast Financial Consultants
Connecticut
$5.16M 122,481 -750 -0.6%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$5.12M 121,751 +1,382 +1%
CPC
25
Consolidated Planning Corp
Georgia
$5.1M 121,062 +121,062 New
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