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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$11.1M +$1.1M +29,710 +11%
Goldman Sachs
27
Goldman Sachs
New York
$11M +$3.69M +99,994 +51%
MML Investors Services
28
MML Investors Services
Massachusetts
$10.5M +$1.11M +30,122 +12%
DWM
29
Destination Wealth Management
California
$9.32M -$422K -11,454 -4%
SEIA
30
Signature Estate & Investment Advisors
California
$9.12M -$136K -3,677 -1%
FPIS
31
Financial Planning & Information Services
Wisconsin
$8.84M +$5.19M +140,659 +142%
JWA
32
JFS Wealth Advisors
Pennsylvania
$8.8M +$137K +3,720 +2%
BFG
33
Beacon Financial Group
Texas
$8.67M -$177K -4,798 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$8.44M +$471K +12,759 +6%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$8.17M +$221K +5,991 +3%
Jane Street
36
Jane Street
New York
$8.12M +$7.43M +201,412 +1,075%
TA
37
TMD & Associates
Arizona
$7.84M +$350K +9,482 +5%
CAC
38
Certified Advisory Corp
Florida
$7.78M +$5.83M +158,078 +298%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$6.79M -$2.84M -76,997 -29%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$6.34M -$927K -25,130 -13%
FCI
41
Financial Counselors Inc
Kansas
$6.09M -$54.1M -1,468,058 -90%
Stifel Financial
42
Stifel Financial
Missouri
$6.06M -$303K -8,205 -5%
FHB
43
First Hawaiian Bank
Hawaii
$5.9M +$232K +6,299 +4%
SB
44
Simmons Bank
Arkansas
$5.67M -$60.8K -1,649 -1%
TFA
45
Transamerica Financial Advisors
Florida
$5.49M +$452K +12,256 +9%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$5.42M +$271K +7,339 +5%
APP
47
Avantax Planning Partners
Iowa
$5.16M +$107K +2,893 +2%
NFG
48
NewFocus Financial Group
Washington
$5.09M -$32.1K -870 -0.6%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$4.84M +$1.83M +49,525 +61%
CCA
50
Clearwater Capital Advisors
Illinois
$4.67M -$32.2K -874 -0.7%
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