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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$169M
2
CRC
Curi RMB Capital
Illinois
$9.29M
3
LPL Financial
LPL Financial
California
$52.3M
4
Jane Street
Jane Street
New York
$9.45M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19.3M
2
Bank of America
Bank of America
North Carolina
$139M
3
LYV
Live Your Vision
Pennsylvania
$2.36M
4
LW
Linscomb Wealth
Texas
$65.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
226
Financial Architects (New Jersey)
New Jersey
$20K -$5.3K -147 -21%
FCFS
227
First Command Financial Services
Texas
$19K +$19K +552 New
FCB
228
First Command Bank
Texas
$19K +$19K +552 New
PMFA
229
Plante Moran Financial Advisors
Michigan
$15K +$1.02K +28 +7%
BC
230
Bartlett & Co
Ohio
$14K – – –
WB
231
Webster Bank
Connecticut
$12K +$12K +339 New
WEC
232
Winslow Evans & Crocker
Massachusetts
$10.6K – – –
WCM
233
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
234
Shine Investment Advisory Services
Colorado
$9K – – –
GRP
235
Global Retirement Partners
California
$9K +$73 +2 +0.8%
VCM
236
Virtue Capital Management
Tennessee
$9K +$9K +261 New
FGC
237
Financial Gravity Companies
Texas
$8K +$8K +229 New
BlackRock
238
BlackRock
New York
$5K +$3.02K +87 +153%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.23K +$4.23K +120 New
HT
240
Heritage Trust
Oklahoma
$4K -$2K -57 -33%
FRA
241
Front Row Advisors
California
$4K +$4K +114 New
AIS
242
Accurate Investment Solutions
Pennsylvania
$3K – – –
AA
243
Advisory Alpha
Michigan
$2K – – –
MSFP
244
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
APSP
245
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$2K +46 New
BHB
246
Bank Hapoalim BM
Israel
$444 +$16 +445 +4%
TSS
247
Two Sigma Securities
New York
– -$3.92M -117,657 Closed
ICOA
248
Investment Centers of America
North Dakota
– -$2.71M -81,531 Closed
SIA
249
Starfire Investment Advisers
Michigan
– -$2.52M -75,693 Closed
CA
250
Cetera Advisors
Colorado
– -$1.94M -58,224 Closed
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