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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

154 hedge funds and large institutions have $719M invested in WisdomTree US MidCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
18
Increased
47
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Noven Financial Group
Colorado
+$14.7M
2
CCP
Cardan Capital Partners
Colorado
+$4.38M
3
SWM
SVA Wealth Management
Wisconsin
+$3.08M
4
SG Americas Securities
SG Americas Securities
New York
+$2.54M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$9.14M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$8.88M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$6.98M
5
HNB
Huntington National Bank
Ohio
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$5.33M -$12.7K -444 -0.2%
IWA
27
Inspirion Wealth Advisors
Illinois
$5.14M +$168K +5,841 +3%
MFS
28
MSI Financial Services
Massachusetts
$4.73M +$685K +23,865 +17%
BCI
29
Brinker Capital Investments
Pennsylvania
$4.58M +$247K +8,595 +6%
DADC
30
D.A. Davidson & Co
Montana
$4.35M -$22.6K -789 -0.5%
Citadel Advisors
31
Citadel Advisors
Florida
$4.26M +$1.55M +53,880 +57%
WDL
32
Well Done LLC
Michigan
$3.88M -$82.3K -2,868 -2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$3.86M -$190K -6,624 -5%
SF
34
Synovus Financial
Georgia
$3.74M +$84.8K +2,952 +2%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.72M -$473K -16,473 -11%
FCI
36
Financial Counselors Inc
Kansas
$3.59M -$103K -3,573 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.58M +$148K +5,145 +4%
EWMCB
38
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.12M +$31.9K +1,110 +1%
Goldman Sachs
39
Goldman Sachs
New York
$3.07M -$36.2K -1,263 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.89M -$792K -27,579 -21%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.76M +$587K +20,445 +27%
SG Americas Securities
42
SG Americas Securities
New York
$2.68M +$2.54M +88,569 +1,812%
AIG
43
American International Group
New York
$2.57M -$1.35M -46,959 -34%
Stifel Financial
44
Stifel Financial
Missouri
$2.5M -$3.59M -125,055 -59%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$2.45M +$51.1K +1,782 +2%
IA
46
IFP Advisors
Florida
$2.36M +$2.32M +194,379 +5,795%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.35M +$336K +11,688 +17%
ONB
48
Old National Bancorp
Indiana
$2.15M -$469K -16,356 -18%
MCM
49
MAI Capital Management
Ohio
$2.07M -$110K -3,840 -5%
RW
50
Rand Wealth
Maryland
$1.81M +$75.2K +2,619 +4%
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