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WisdomTree US MidCap Fund
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Overview Fund Activity

125 hedge funds and large institutions have $284M invested in WisdomTree US MidCap Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
30
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.22M
2
GPWA
2
Great Point Wealth Advisors
Massachusetts
$3.58M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$1.45M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.1M
5
PAG
5
Private Advisor Group
New Jersey
$3.38M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$55.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.4M
4
NA
4
NewEdge Advisors
Louisiana
$260K
5
Wells Fargo
5
Wells Fargo
California
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$55.1M 1,267,369 -201,834 -14%
Morgan Stanley
2
Morgan Stanley
New York
$26.7M 614,278 -1,150 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.4M 562,419 -130,406 -19%
UBS Group
4
UBS Group
Switzerland
$20.2M 464,244 +2,421 +0.5%
Bank of America
5
Bank of America
North Carolina
$18.7M 430,989 -13,799 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.1M 392,935 -40,056 -9%
DC
7
Davenport & Co
Virginia
$7.33M 168,676 -3,746 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.33M 168,662 +3,921 +2%
CCA
9
Clearwater Capital Advisors
Illinois
$6.5M 149,576 +5,900 +4%
Wells Fargo
10
Wells Fargo
California
$6.37M 146,496 -41,331 -22%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$6.31M 145,285 +3,335 +2%
MCC
12
Money Concepts Capital
Florida
$6.15M 141,424 +141,424 New
LPL Financial
13
LPL Financial
California
$5.55M 127,758 +5,050 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.22M 120,075 +37,540 +45%
AW
15
ACG Wealth
Georgia
$4.87M 112,055 -39,440 -26%
CPC
16
Consolidated Planning Corp
Georgia
$3.95M 90,984 +3,123 +4%
PA
17
PSI Advisors
Florida
$3.58M 82,387 -6,081 -7%
GPWA
18
Great Point Wealth Advisors
Massachusetts
$3.58M 82,268 +32,970 +67%
PAG
19
Private Advisor Group
New Jersey
$3.38M 77,821 +17,124 +28%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.09M 70,995 -8,325 -10%
GIA
21
GHP Investment Advisors
Colorado
$2.94M 67,568 +7,213 +12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.65M 61,008 -6,349 -9%
NFC
23
Northeast Financial Consultants
Connecticut
$2.49M 57,255 -3,000 -5%
CANC
24
Culbertson A N & Co
Virginia
$2.33M 53,538 -3,081 -5%
RW
25
RVW Wealth
California
$2M 53,000 -15 -0%
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