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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
251
Harel Insurance Investments & Financial Services
Israel
$12K – – –
WCM
252
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
253
Shine Investment Advisory Services
Colorado
$9K – – –
CFC
254
Coyle Financial Counsel
Illinois
$9K +$9K +242 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3K – – –
BlackRock
256
BlackRock
New York
$3K – – –
AIS
257
Accurate Investment Solutions
Pennsylvania
$3K +$38 +1 +1%
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
APSP
259
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$2K +47 New
RWA
260
River Wealth Advisors
Pennsylvania
$2K +$2K +60 New
NA
261
NewEdge Advisors
Louisiana
$1.62K +$781 +21,873 +93%
CAL
262
Capital Analysts LLC
Pennsylvania
$1K – – –
AWM
263
Avior Wealth Management
Nebraska
$1K – – –
ML
264
McAdam LLC
Pennsylvania
$1K +$1K +16 New
FRA
265
Front Row Advisors
California
$4 – – –
VC
266
Vestor Capital
Illinois
– -$2.07M -60,795 Closed
CAN
267
Cetera Advisor Networks
California
– -$1.48M -43,490 Closed
MIAN
268
Mariner Independent Advisor Network
Kansas
– -$1.13M -33,243 Closed
SCA
269
Stokes Capital Advisors
South Carolina
– -$514K -15,051 Closed
LI
270
LVZ Inc
Michigan
– -$402K -11,794 Closed
EFS
271
Essex Financial Services
Connecticut
– -$348K -10,200 Closed
BCAM
272
Boston Common Asset Management
Massachusetts
– -$307K -9,000 Closed
KFA
273
Kelleher Financial Advisors
New York
– -$288K -8,453 Closed
BBA
274
Braun-Bostich & Associates
Pennsylvania
– -$49K -1,449 Closed
BA
275
Ballew Advisors
Mississippi
– -$37K -1,080 Closed
8 9 10
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