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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

184 hedge funds and large institutions have $938M invested in WisdomTree US MidCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 5 closing their positions.

Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
4.92%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
24
Increased
85
Reduced
47
Closed
5
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
Bank of America
2
Bank of America
North Carolina
$82.5M
3
NFG
3
Noven Financial Group
Colorado
$35.8M
4
Ameriprise
4
Ameriprise
Minnesota
$55.7M
5
MWM
5
Merriman Wealth Management
Washington
$8.82M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$11.2M
2
DADC
2
D.A. Davidson & Co
Montana
$564K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.13M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$417K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$7.91M 261,027 +16,986 +7%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$7.72M 254,715 -10,293 -4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$6.4M 211,251 +5,820 +3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$6.13M 202,434 -53,418 -21%
IWA
30
Inspirion Wealth Advisors
Illinois
$5.79M 191,235 +3,918 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.78M 190,656 +58,128 +44%
BFG
32
Beacon Financial Group
Texas
$5.72M 189,663 +2,601 +1%
DWM
33
Destination Wealth Management
California
$5.57M 183,720 +46,152 +34%
NEIRG
34
New England Investment & Retirement Group
Massachusetts
$5.53M 182,583 -2,118 -1%
BCI
35
Brinker Capital Investments
Pennsylvania
$5.06M 167,166 +8,184 +5%
MBT
36
Montecito Bank & Trust
California
$4.69M 154,926 +154,926 New
MFS
37
MSI Financial Services
Massachusetts
$4.68M 154,383 -5,037 -3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$4.67M 154,146 +13,677 +10%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.65M 153,447 +12,147 +9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$4.36M 143,784 +55,329 +63%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$4.18M 138,030 +138,030 New
CONA
42
Capital One National Association
New York
$4.09M 135,003 +18,609 +16%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.92M 129,510 – –
SF
44
Synovus Financial
Georgia
$3.91M 128,979 -7,791 -6%
GAM
45
Gemmer Asset Management
California
$3.87M 127,653 +127,653 New
YP
46
Yellowstone Partners
Idaho
$3.69M 121,926 +104,226 +589%
Stifel Financial
47
Stifel Financial
Missouri
$3.46M 114,393 +5,886 +5%
EWMCB
48
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.34M 110,823 +963 +0.9%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.89M 95,280 +12,387 +15%
CCA
50
Clearwater Capital Advisors
Illinois
$2.77M 93,153 -1,407 -1%
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