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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$146M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.4M
3
TSS
3
Two Sigma Securities
New York
$3.92M
4
LPL Financial
4
LPL Financial
California
$44.6M
5
Wells Fargo
5
Wells Fargo
California
$83.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$153M
4
UBS Group
4
UBS Group
Switzerland
$86.6M
5
Bank of America
5
Bank of America
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$8.71M +$386K +11,589 +5%
SEIA
27
Signature Estate & Investment Advisors
California
$8.49M -$24.8K -744 -0.3%
Goldman Sachs
28
Goldman Sachs
New York
$8.02M -$217K -6,516 -3%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$7.57M +$915K +27,468 +14%
IWA
30
Inspirion Wealth Advisors
Illinois
$7.28M -$5K -150 -0.1%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$7.25M -$473K -14,223 -6%
TA
32
TMD & Associates
Arizona
$6.59M -$24.1K -723 -0.4%
BFG
33
Beacon Financial Group
Texas
$6.58M -$62.4K -1,872 -0.9%
JWA
34
JFS Wealth Advisors
Pennsylvania
$6.54M +$460K +13,818 +8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.25M -$455K -13,662 -7%
AG
36
Advisor Group
Arizona
$6.01M +$759K +22,761 +14%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.92M -$3.94M -118,158 -40%
FCI
38
Financial Counselors Inc
Kansas
$5.84M +$412K +12,384 +8%
Stifel Financial
39
Stifel Financial
Missouri
$5.62M +$77.7K +2,340 +1%
BCI
40
Brinker Capital Investments
Pennsylvania
$5.38M -$52.1K -1,563 -1%
NFG
41
NewFocus Financial Group
Washington
$4.94M -$278K -8,337 -5%
BWM
42
Baystate Wealth Management
Massachusetts
$4.73M +$127K +3,801 +3%
Jane Street
43
Jane Street
New York
$4.54M +$344K +10,317 +8%
PAG
44
Private Advisor Group
New Jersey
$4.53M +$281K +8,412 +7%
SB
45
Simmons Bank
Arkansas
$4.44M -$165K -4,950 -4%
WDL
46
Well Done LLC
Michigan
$4.44M +$60.1K +1,803 +1%
CONA
47
Capital One National Association
New York
$4.39M -$480K -14,412 -10%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M -$45.4K -1,362 -1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$4.31M -$66.7K -2,001 -2%
GAM
50
Gemmer Asset Management
California
$4.28M -$16.2K -486 -0.4%
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