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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$16.6M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$7.12M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
-$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.73M
5
CCP
Cardan Capital Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.5M +$1.32M +40,551 +18%
Goldman Sachs
27
Goldman Sachs
New York
$8.03M -$2.73M -83,874 -25%
DWM
28
Destination Wealth Management
California
$7.63M +$809K +24,876 +12%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$7.51M +$636K +19,569 +9%
IAA
30
Independent Advisor Alliance
North Carolina
$7.12M +$7.12M +221,400 New
IWA
31
Inspirion Wealth Advisors
Illinois
$7.05M -$50.5K -1,554 -0.7%
CAI
32
Capital Advisors Inc
Oklahoma
$6.59M +$2.15M +66,036 +48%
TA
33
TMD & Associates
Arizona
$6.48M -$89.5K -2,754 -1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.34M +$438K +13,467 +7%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$6.34M +$584K +17,979 +10%
BFG
36
Beacon Financial Group
Texas
$6.33M +$52.6K +1,620 +0.8%
BCI
37
Brinker Capital Investments
Pennsylvania
$5.55M +$17K +522 +0.3%
FCI
38
Financial Counselors Inc
Kansas
$5.33M -$898K -27,627 -14%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$4.96M +$631K +19,395 +15%
CONA
40
Capital One National Association
New York
$4.61M +$173K +5,322 +4%
Stifel Financial
41
Stifel Financial
Missouri
$4.59M +$614K +18,891 +15%
WDL
42
Well Done LLC
Michigan
$4.58M +$71K +2,184 +2%
SB
43
Simmons Bank
Arkansas
$4.57M +$4.57M +140,568 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.33M +$548K +16,863 +14%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M +$109K +3,360 +3%
GAM
46
Gemmer Asset Management
California
$4.18M +$12.8K +393 +0.3%
SI
47
SII Investments
Wisconsin
$4M +$69.4K +2,130 +2%
JWA
48
JFS Wealth Advisors
Pennsylvania
$3.95M – – –
Jane Street
49
Jane Street
New York
$3.95M -$1.06M -32,742 -21%
SF
50
Synovus Financial
Georgia
$3.87M -$98 -3 -0%
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