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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.26M
2
CAN
Cetera Advisor Networks
California
+$3.57M
3
AG
Advisor Group
Arizona
+$3.26M
4
AWM
AE Wealth Management
Kansas
+$3.05M
5
SS
Simplicity Solutions
Minnesota
+$2.98M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$28.6M
2
TFA
Transamerica Financial Advisors
Florida
-$7.69M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.66M
4
Morgan Stanley
Morgan Stanley
New York
-$5.04M
5
UBS Group
UBS Group
Switzerland
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
226
Full Sail Capital
Oklahoma
$231K +$10.4K +280 +5%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$230K +$70.8K +1,949 +44%
KIA
228
KCM Investment Advisors
California
$228K +$254 +7 +0.1%
MBT
229
Montecito Bank & Trust
California
$226K +$11.4K +315 +5%
GVAG
230
Great Valley Advisor Group
Delaware
$225K +$1.71K +47 +0.8%
FFG
231
Fortem Financial Group
California
$221K +$10.4K +288 +5%
NP
232
NorthRock Partners
Minnesota
$217K +$217K +5,988 New
NWP
233
Northstar Wealth Partners
Connecticut
$213K +$213K +5,879 New
TVAMP
234
Tennessee Valley Asset Management Partners
Tennessee
$212K -$5.81K -160 -3%
Fisher Asset Management
235
Fisher Asset Management
Washington
$211K +$211K +5,819 New
WP
236
WealthShield Partners
North Carolina
$207K +$207K +5,694 New
IWC
237
Integrated Wealth Concepts
Massachusetts
$205K +$205K +5,645 New
WCM
238
WealthBridge Capital Management
Ohio
$204K -$26.7K -738 -12%
BAC
239
Boys Arnold & Co
North Carolina
$201K +$201K +5,553 New
IRC
240
Investors Research Corp
Georgia
$199K +$49K +1,350 +33%
FNBOSM
241
First National Bank of South Miami
Florida
$182K – – –
JPLA
242
Joseph P. Lucia & Associates
New York
$181K +$14.4K +397 +9%
MA
243
MCF Advisors
Kentucky
$172K – – –
EW
244
Evoke Wealth
California
$153K +$153K +4,226 New
QAM
245
QCI Asset Management
New York
$142K – – –
AIP
246
Ameritas Investment Partners
Nebraska
$129K +$36 +1 +0%
GWAG
247
Garrett Wealth Advisory Group
Texas
$114K +$114K +3,132 New
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$110K -$98.3K -2,709 -47%
Fidelity Investments
249
Fidelity Investments
Massachusetts
$101K +$49.5K +1,356 +96%
SIM
250
Sonora Investment Management
Arizona
$98K +$71.2K +1,957 +266%
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