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WisdomTree US MidCap Fund
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Overview Fund Activity

114 hedge funds and large institutions have $262M invested in WisdomTree US MidCap Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
27
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$720K
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$4.85M
3
AAS
3
Avantax Advisory Services
Texas
$1.27M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.82M
5
APW
5
Aurora Private Wealth
New Jersey
$556K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.8M
2
Truist Financial
2
Truist Financial
North Carolina
$50.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
UBS Group
4
UBS Group
Switzerland
$15.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$50.2M 1,469,203 -233,810 -14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M 692,825 -32,336 -4%
3AM
3
3D Asset Management
Connecticut
$22.2M 649,870 -57,343 -8%
Morgan Stanley
4
Morgan Stanley
New York
$21M 615,428 -201,707 -25%
UBS Group
5
UBS Group
Switzerland
$15.8M 461,823 -180,224 -28%
Bank of America
6
Bank of America
North Carolina
$15.2M 444,788 -71,285 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.8M 432,991 -377,688 -47%
Wells Fargo
8
Wells Fargo
California
$6.42M 187,827 -7,573 -4%
DC
9
Davenport & Co
Virginia
$5.9M 172,422 +974 +0.6%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.89M 172,226 -4,257 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.63M 164,741 -16,734 -9%
AW
12
ACG Wealth
Georgia
$5.18M 151,495 -31,477 -17%
CCA
13
Clearwater Capital Advisors
Illinois
$4.91M 143,676 +1,526 +1%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$4.85M 141,950 +20,350 +17%
LPL Financial
15
LPL Financial
California
$4.2M 122,708 -9,534 -7%
PA
16
PSI Advisors
Florida
$3.02M 88,468 -1,305 -1%
CPC
17
Consolidated Planning Corp
Georgia
$3M 87,861 +221 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.82M 82,535 +18,315 +29%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.71M 79,320 -10,105 -11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.3M 67,357 -124,537 -65%
GIA
21
GHP Investment Advisors
Colorado
$2.06M 60,355 +3,634 +6%
NFC
22
Northeast Financial Consultants
Connecticut
$2.06M 60,255 -13,215 -18%
PAG
23
Private Advisor Group
New Jersey
$2.04M 60,697 -64,924 -52%
CANC
24
Culbertson A N & Co
Virginia
$1.94M 56,619 -1,673 -3%
NA
25
NewEdge Advisors
Louisiana
$1.83M 53,525 +434 +0.8%
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