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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

154 hedge funds and large institutions have $719M invested in WisdomTree US MidCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
18
Increased
47
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Noven Financial Group
Colorado
+$14.7M
2
CCP
Cardan Capital Partners
Colorado
+$4.38M
3
SWM
SVA Wealth Management
Wisconsin
+$3.08M
4
SG Americas Securities
SG Americas Securities
New York
+$2.54M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$9.14M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$8.88M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$6.98M
5
HNB
Huntington National Bank
Ohio
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
51
Cottage Street Advisors
Massachusetts
$1.77M +$25.8K +900 +1%
VFS
52
VSR Financial Services
Kansas
$1.77M -$112K -3,909 -6%
CANC
53
Culbertson A N & Co
Virginia
$1.6M -$12.5K -435 -0.8%
VC
54
Vestor Capital
Illinois
$1.6M +$13.8K +480 +0.9%
MMA
55
Miracle Mile Advisors
California
$1.57M -$593K -20,676 -27%
SIA
56
Starfire Investment Advisers
Michigan
$1.54M +$77.5K +2,700 +5%
CWM
57
Concert Wealth Management
California
$1.46M -$9.24K -321 -0.6%
UCFA
58
United Capital Financial Advisors
Texas
$1.37M +$209K +7,293 +18%
DWM
59
Destination Wealth Management
California
$1.35M – – –
AIM
60
Aspen Investment Management
Michigan
$1.21M +$34.4K +1,197 +3%
CASB
61
Cape Ann Savings Bank
Massachusetts
$1.2M +$861 +30 +0.1%
BWP
62
BSW Wealth Partners
Colorado
$1.17M +$1.17M +40,629 New
GW
63
GW & Wade
Massachusetts
$1.17M -$31.4K -1,095 -3%
PAG
64
Private Advisor Group
New Jersey
$1.15M +$28.3K +987 +3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.09M -$5.46M -190,176 -83%
Jane Street
66
Jane Street
New York
$1.09M -$901K -31,380 -45%
SCA
67
Stillwater Capital Advisors
Pennsylvania
$912K -$20.6K -717 -2%
Invesco
68
Invesco
Georgia
$911K -$172K -5,973 -16%
FFA
69
Fragasso Financial Advisors
Pennsylvania
$883K +$883K +30,765 New
HFS
70
HL Financial Services
Kentucky
$862K +$43.2K +1,506 +5%
SCA
71
Snowden Capital Advisors
New York
$846K +$846K +29,472 New
LI
72
LVZ Inc
Michigan
$829K +$829K +28,875 New
NFG
73
Nations Financial Group
Iowa
$824K +$824K +28,695 New
CA
74
Cetera Advisors
Colorado
$818K -$356K -12,339 -30%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$793K +$106K +3,690 +15%
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3
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