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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$30.2M
2
Bank of America
2
Bank of America
North Carolina
$203M
3
Ameriprise
3
Ameriprise
Minnesota
$123M
4
TFA
4
Transamerica Financial Advisors
Florida
$7.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$58.7M
2
HNB
2
Huntington National Bank
Ohio
$28.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.72M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$0
5
JPLA
5
Joseph P. Lucia & Associates
New York
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$14.3M -$287K -7,930 -2%
UCFA
27
United Capital Financial Advisors
Texas
$13.5M +$338K +9,345 +3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$13.2M -$116K -3,215 -0.9%
PA
29
Paracle Advisors
Washington
$12.5M +$1.92M +53,078 +18%
CRC
30
Curi RMB Capital
Illinois
$11.9M -$363K -10,029 -3%
SL
31
Salomon & Ludwin
Virginia
$11.6M -$55.2K -1,526 -0.5%
KeyBank National Association
32
KeyBank National Association
Ohio
$11.4M +$2.19M +60,493 +24%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$11.3M +$2.03M +56,082 +22%
AG
34
Advisor Group
Arizona
$11.3M -$147K -4,050 -1%
MML Investors Services
35
MML Investors Services
Massachusetts
$10.6M +$679K +18,749 +7%
JWA
36
JFS Wealth Advisors
Pennsylvania
$9.19M +$115K +3,168 +1%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$8.77M +$378K +10,428 +4%
DWM
38
Destination Wealth Management
California
$8.66M -$260K -7,186 -3%
CI
39
CX Institutional
Indiana
$8.58M +$2.09M +57,812 +32%
CAC
40
Certified Advisory Corp
Florida
$8.5M +$396K +10,927 +5%
BFG
41
Beacon Financial Group
Texas
$8.3M +$30.8K +850 +0.4%
SEIA
42
Signature Estate & Investment Advisors
California
$8.29M +$74.7K +2,063 +0.9%
Goldman Sachs
43
Goldman Sachs
New York
$8.1M +$962K +26,580 +13%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$7.72M -$18.6M -514,079 -71%
TFA
45
Transamerica Financial Advisors
Florida
$7.69M +$7.69M +212,408 New
FHB
46
First Hawaiian Bank
Hawaii
$7.37M +$561K +15,499 +8%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$7.29M +$222K +6,198 +3%
Stifel Financial
48
Stifel Financial
Missouri
$6.93M -$903K -24,919 -12%
SB
49
Simmons Bank
Arkansas
$5.82M +$45.6K +1,260 +0.8%
MCM
50
MAI Capital Management
Ohio
$5.74M +$415K +11,457 +8%
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