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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$3.66M +$662K +21,039 +22%
EWMCB
52
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.45M -$33.3K -1,059 -1%
CCA
53
Clearwater Capital Advisors
Illinois
$2.92M -$28.5K -900 -1%
AG
54
Advisor Group
Arizona
$2.9M +$353K +11,229 +14%
APP
55
Avantax Planning Partners
Iowa
$2.87M +$2.87M +91,368 New
CFC
56
Coyle Financial Counsel
Illinois
$2.69M +$863K +27,423 +47%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$2.63M +$137K +4,641 +6%
RW
58
Rand Wealth
Maryland
$2.6M +$44.4K +1,410 +2%
AT
59
Arden Trust
Delaware
$2.49M +$1.89K +60 +0.1%
SG Americas Securities
60
SG Americas Securities
New York
$2.44M +$2.44M +77,433 New
FFA
61
Fragasso Financial Advisors
Pennsylvania
$2.43M +$66.1K +2,100 +3%
FTUS
62
Flow Traders U.S.
New York
$2.41M +$1.89M +60,096 +363%
BWM
63
Baystate Wealth Management
Massachusetts
$2.29M +$1.52M +47,187 +197%
CSA
64
Cottage Street Advisors
Massachusetts
$2.13M +$198K +6,300 +10%
HCP
65
Holt Capital Partners
Texas
$2.12M +$831K +26,415 +65%
GW
66
GW & Wade
Massachusetts
$2.09M +$276K +8,778 +15%
MBT
67
Montecito Bank & Trust
California
$2.06M -$2.82M -89,574 -58%
GWA
68
Guidant Wealth Advisors
Illinois
$2.05M -$346K -10,845 -14%
SIA
69
Starfire Investment Advisers
Michigan
$2.03M +$139K +4,434 +7%
PCM
70
Pointe Capital Management
Michigan
$2.03M +$2.03M +64,581 New
PAG
71
Private Advisor Group
New Jersey
$1.93M +$385K +12,090 +25%
MCM
72
MAI Capital Management
Ohio
$1.93M +$62.1K +1,974 +3%
VC
73
Vestor Capital
Illinois
$1.85M +$28.3K +900 +2%
GS
74
Girard Securities
California
$1.8M +$178K +5,661 +11%
MMA
75
Miracle Mile Advisors
California
$1.79M +$13.7K +435 +0.8%
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