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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
251
Bartlett & Co
Ohio
$14K – – –
SFM
252
Signet Financial Management
New Jersey
$13K -$17.6K -474 -57%
WB
253
Webster Bank
Connecticut
$13K – – –
WEC
254
Winslow Evans & Crocker
Massachusetts
$12K – – –
HIIFS
255
Harel Insurance Investments & Financial Services
Israel
$12K +$12K +330 New
GP
256
Girard Partners
Pennsylvania
$12K +$12K +350 New
FPB
257
First PREMIER Bank
South Dakota
$11K +$11K +304 New
WCM
258
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
259
Shine Investment Advisory Services
Colorado
$9K – – –
BlackRock
260
BlackRock
New York
$9K +$5.69K +148 +172%
CFN
261
Cordasco Financial Network
Florida
$7K +$7K +180 New
MIFH
262
Migdal Insurance & Financial Holdings
Israel
$6K +$6K +150 New
AIS
263
Accurate Investment Solutions
Pennsylvania
$3K – – –
MSFP
264
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
RWA
265
River Wealth Advisors
Pennsylvania
$2K – – –
CF
266
Centaurus Financial
California
$1K -$1.3M -35,154 -100%
ML
267
McAdam LLC
Pennsylvania
$1K – – –
AWM
268
Avior Wealth Management
Nebraska
$1K – – –
FRA
269
Front Row Advisors
California
$3 – – –
BCM
270
Brookstone Capital Management
Illinois
– -$1.8M -50,262 Closed
JFA
271
JNBA Financial Advisors
Minnesota
– -$900K -25,146 Closed
ICM
272
IMS Capital Management
Oregon
– -$764K -21,350 Closed
FNBT
273
FineMark National Bank & Trust
Florida
– -$718K -20,046 Closed
APCM
274
Alaska Permanent Capital Management
Alaska
– -$274K -7,665 Closed
SEI Investments
275
SEI Investments
Pennsylvania
– -$216K -6,026 Closed
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