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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$9.45M +$162K +4,535 +2%
MML Investors Services
27
MML Investors Services
Massachusetts
$9.07M +$732K +20,432 +9%
SEIA
28
Signature Estate & Investment Advisors
California
$8.98M -$142K -3,966 -2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$8.71M – – –
BFG
30
Beacon Financial Group
Texas
$8.59M +$365K +10,197 +4%
JWA
31
JFS Wealth Advisors
Pennsylvania
$8.41M -$46.9K -1,309 -0.6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.74M +$460K +12,836 +6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.71M -$367K -10,261 -5%
TA
34
TMD & Associates
Arizona
$7.27M -$52K -1,452 -0.7%
Goldman Sachs
35
Goldman Sachs
New York
$7.06M +$2.11K +59 +0%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$7.05M -$3.43M -95,949 -33%
Stifel Financial
37
Stifel Financial
Missouri
$6.17M -$270K -7,549 -4%
FCI
38
Financial Counselors Inc
Kansas
$5.85M +$5.23M +1,460,701 +847%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$5.69M -$433K -12,081 -7%
SB
40
Simmons Bank
Arkansas
$5.56M +$150K +4,191 +3%
FHB
41
First Hawaiian Bank
Hawaii
$5.5M +$530K +14,805 +11%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$4.99M +$3.59M +100,158 +255%
NFG
43
NewFocus Financial Group
Washington
$4.97M -$106K -2,961 -2%
APP
44
Avantax Planning Partners
Iowa
$4.9M +$160K +4,472 +3%
TFA
45
Transamerica Financial Advisors
Florida
$4.89M +$429K +11,985 +10%
BWM
46
Baystate Wealth Management
Massachusetts
$4.59M -$1.01M -27,895 -18%
CCA
47
Clearwater Capital Advisors
Illinois
$4.56M +$147K +4,109 +3%
CAI
48
Capital Advisors Inc
Oklahoma
$4.33M -$175K -4,883 -4%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.26M -$445K -12,435 -9%
GW
50
GW & Wade
Massachusetts
$4.13M +$126K +3,528 +3%
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