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WisdomTree US MidCap Fund

129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.

Holders
129
Holders Change
-29
Holders Change %
-18.35%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
15
Increased
34
Reduced
57
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$49.1M 1,857,101 -203,995 -10%
Morgan Stanley
2
Morgan Stanley
New York
$38.1M 1,440,580 -417,634 -22%
3AM
3
3D Asset Management
Connecticut
$22M 832,794 +280,365 +51%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M 831,277 +50,694 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.9M 827,597 +72,444 +10%
Bank of America
6
Bank of America
North Carolina
$20.2M 763,708 +82,823 +12%
UBS Group
7
UBS Group
Switzerland
$18.5M 701,710 -159,856 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.8M 407,901 +392,720 +2,587%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$9.07M 343,459 -145,234 -30%
PAG
10
Private Advisor Group
New Jersey
$7.65M 289,565 +30,891 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$7.58M 286,897 +235,636 +460%
RW
12
RVW Wealth
California
$7.31M 276,492 -484,844 -64%
Wells Fargo
13
Wells Fargo
California
$6.04M 228,654 -133,577 -37%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.59M 211,823 -45,508 -18%
DC
15
Davenport & Co
Virginia
$4.7M 177,920 +14,364 +9%
AW
16
ACG Wealth
Georgia
$4.36M 165,000 -13,869 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.18M 158,102 -2,433 -2%
CCA
18
Clearwater Capital Advisors
Illinois
$3.55M 134,248 +20,588 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.4M 128,655 +18,249 +17%
NFC
20
Northeast Financial Consultants
Connecticut
$3.19M 120,645 -1,836 -1%
LPL Financial
21
LPL Financial
California
$3.15M 119,348 -17,219 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.13M 118,364 +118,364 New
CPC
23
Consolidated Planning Corp
Georgia
$2.66M 100,563 -20,499 -17%
HT
24
Hefren-Tillotson
Pennsylvania
$2.59M 97,019 -174,483 -64%
OC
25
Oppenheimer & Co
New York
$2.56M 97,029 +2,392 +3%