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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$8.02M +$1.42K +45 +0%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.95M +$948K +30,138 +16%
IWA
28
Inspirion Wealth Advisors
Illinois
$6.88M +$859K +27,309 +14%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$6.66M +$9.16K +291 +0.1%
DWM
30
Destination Wealth Management
California
$6.6M +$823K +26,163 +14%
TA
31
TMD & Associates
Arizona
$6.36M -$3.82M -121,305 -38%
BFG
32
Beacon Financial Group
Texas
$6.08M +$112K +3,552 +2%
FCI
33
Financial Counselors Inc
Kansas
$6.03M +$6.03M +191,553 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.71M +$885K +28,137 +18%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$5.66M -$89.2K -2,835 -2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$5.57M +$720K +22,899 +15%
BCI
37
Brinker Capital Investments
Pennsylvania
$5.35M +$91.9K +2,922 +2%
MFS
38
MSI Financial Services
Massachusetts
$5.23M +$369K +11,733 +8%
Jane Street
39
Jane Street
New York
$4.85M +$4.85M +154,092 New
WDL
40
Well Done LLC
Michigan
$4.36M +$78K +2,478 +2%
Citadel Advisors
41
Citadel Advisors
Florida
$4.3M +$4.3M +136,638 New
CONA
42
Capital One National Association
New York
$4.3M +$50.1K +1,593 +1%
CAI
43
Capital Advisors Inc
Oklahoma
$4.3M +$4.3M +136,560 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.19M -$154K -4,887 -4%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.07M – – –
GAM
46
Gemmer Asset Management
California
$4.03M +$15.4K +489 +0.4%
JWA
47
JFS Wealth Advisors
Pennsylvania
$3.95M +$1.33M +42,204 +51%
Stifel Financial
48
Stifel Financial
Missouri
$3.84M +$247K +7,845 +7%
SI
49
SII Investments
Wisconsin
$3.79M +$3.53M +112,380 +1,387%
SF
50
Synovus Financial
Georgia
$3.75M -$313K -9,960 -8%
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