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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$110M
2
Bank of America
Bank of America
North Carolina
$133M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$14.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$19.8M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$88.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.54M
3
HNB
Huntington National Bank
Ohio
$25.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
NFG
Noven Financial Group
Colorado
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$10.6M -$235K -7,436 -2%
SL
27
Salomon & Ludwin
Virginia
$10.2M +$10.2M +323,529 New
AG
28
Advisor Group
Arizona
$9.59M +$97.3K +3,073 +1%
MML Investors Services
29
MML Investors Services
Massachusetts
$9.09M +$127K +4,019 +1%
CI
30
CX Institutional
Indiana
$8.44M +$5.79M +183,021 +219%
DWM
31
Destination Wealth Management
California
$8.08M +$92K +2,908 +1%
SEIA
32
Signature Estate & Investment Advisors
California
$7.87M +$50.8K +1,607 +0.7%
JWA
33
JFS Wealth Advisors
Pennsylvania
$7.59M +$46.6K +1,473 +0.6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7M -$240K -7,603 -3%
PA
35
Paracle Advisors
Washington
$6.81M +$2.82M +89,115 +71%
CAC
36
Certified Advisory Corp
Florida
$6.67M -$7.18K -227 -0.1%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$6.65M -$354K -11,194 -5%
Stifel Financial
38
Stifel Financial
Missouri
$6.5M +$1.3M +41,173 +25%
Goldman Sachs
39
Goldman Sachs
New York
$6.26M -$3.14M -99,186 -33%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$6.24M +$1.6M +50,437 +34%
TA
41
TMD & Associates
Arizona
$6.17M -$552K -17,444 -8%
FHB
42
First Hawaiian Bank
Hawaii
$5.38M +$324K +10,247 +6%
SB
43
Simmons Bank
Arkansas
$5.11M +$243K +7,682 +5%
FCI
44
Financial Counselors Inc
Kansas
$5.09M -$130K -4,111 -2%
FI
45
Financial Insights
Washington
$5.07M +$5.07M +144,691 New
TFA
46
Transamerica Financial Advisors
Florida
$5.03M +$317K +10,034 +7%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$4.4M -$1.04M -32,804 -19%
NFG
48
NewFocus Financial Group
Washington
$4.3M -$65.7K -2,076 -2%
APP
49
Avantax Planning Partners
Iowa
$4.26M -$165K -5,209 -4%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$4.14M -$11.9K -376 -0.3%
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