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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
5.44%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
21
Increased
103
Reduced
57
Closed
11
Calls
$440K
Puts
–
Net Calls
+$440K
Net Calls Change
+$440K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Bank of America
2
Bank of America
North Carolina
$144M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$9.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$158M
5
Wells Fargo
5
Wells Fargo
California
$79.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$21.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
NFG
3
NewFocus Financial Group
Washington
$5.1M
4
CFC
4
Coyle Financial Counsel
Illinois
$0
5
CAI
5
Capital Advisors Inc
Oklahoma
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
26
Signature Estate & Investment Advisors
California
$8.33M 85,171 -5,567 -6%
DWM
27
Destination Wealth Management
California
$8.14M 83,287 +5,034 +6%
Goldman Sachs
28
Goldman Sachs
New York
$8.06M 82,448 +143 +0.2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$7.57M 77,428 +391 +0.5%
IWA
30
Inspirion Wealth Advisors
Illinois
$7.12M 72,857 +527 +0.7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$6.56M 67,075 +2,058 +3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$6.51M 66,573 +1,565 +2%
TA
33
TMD & Associates
Arizona
$6.47M 66,198 -254 -0.4%
BFG
34
Beacon Financial Group
Texas
$6.47M 66,413 +1,468 +2%
JWA
35
JFS Wealth Advisors
Pennsylvania
$5.95M 60,838 +18,956 +45%
Stifel Financial
36
Stifel Financial
Missouri
$5.44M 55,657 +8,614 +18%
BCI
37
Brinker Capital Investments
Pennsylvania
$5.31M 54,327 -2,543 -4%
FCI
38
Financial Counselors Inc
Kansas
$5.31M 54,286 -356 -0.7%
AG
39
Advisor Group
Arizona
$5.14M 52,546 +17,555 +50%
NFG
40
NewFocus Financial Group
Washington
$5.1M 52,205 -57,357 -52%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$4.99M 51,072 +226 +0.4%
CONA
42
Capital One National Association
New York
$4.76M 48,725 +1,419 +3%
BWM
43
Baystate Wealth Management
Massachusetts
$4.53M 45,906 +18,553 +68%
SB
44
Simmons Bank
Arkansas
$4.5M 46,070 -786 -2%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.33M 44,263 -27 -0.1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$4.28M 43,796 -598 -1%
WDL
47
Well Done LLC
Michigan
$4.28M 43,776 -3,195 -7%
CAI
48
Capital Advisors Inc
Oklahoma
$4.21M 43,087 -24,445 -36%
GAM
49
Gemmer Asset Management
California
$4.2M 42,964 +119 +0.3%
PAG
50
Private Advisor Group
New Jersey
$4.11M 42,330 +15,773 +59%
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