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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

306 hedge funds and large institutions have $1.79B invested in WisdomTree US MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+14
Holders Change %
+4.79%
% of All Funds
6.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
123
Reduced
87
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.4M
2
Bank of America
Bank of America
North Carolina
+$35.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$27.2M
4
SWM
SVA Wealth Management
Wisconsin
+$22.6M
5
CAN
Cetera Advisor Networks
California
+$15.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$25.5M
2
TFA
Transamerica Financial Advisors
Florida
-$5.03M
3
CC
Claybrook Capital
Massachusetts
-$3.14M
4
CI
CX Institutional
Indiana
-$3.14M
5
TA
TMD & Associates
Arizona
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
326
Chevy Chase Trust
Maryland
– -$16K -510 Closed
CA
327
Claro Advisors
Massachusetts
– -$17K -450 Closed
SGS
328
Sterling Global Strategies
California
– -$14.2K -450 Closed
PWMG
329
Prestige Wealth Management Group
New Jersey
– -$9K -300 Closed
RWA
330
River Wealth Advisors
Pennsylvania
– -$2K -60 Closed
10 11 12 13
14