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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$146M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.4M
3
TSS
3
Two Sigma Securities
New York
$3.92M
4
LPL Financial
4
LPL Financial
California
$44.6M
5
Wells Fargo
5
Wells Fargo
California
$83.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$153M
4
UBS Group
4
UBS Group
Switzerland
$86.6M
5
Bank of America
5
Bank of America
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
51
Capital Advisors Inc
Oklahoma
$4.22M -$87.8K -2,634 -2%
TSS
52
Two Sigma Securities
New York
$3.92M +$3.92M +117,657 New
YP
53
Yellowstone Partners
Idaho
$3.79M +$3.79M +113,832 New
SF
54
Synovus Financial
Georgia
$3.76M -$371K -11,145 -9%
APP
55
Avantax Planning Partners
Iowa
$3.58M +$121K +3,627 +3%
CCA
56
Clearwater Capital Advisors
Illinois
$3.57M +$200K +5,970 +6%
EWMCB
57
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.38M -$177K -5,301 -5%
JFA
58
Johanson Financial Advisors
California
$3.27M +$591K +17,793 +22%
GW
59
GW & Wade
Massachusetts
$3.19M +$191K +5,718 +6%
FHB
60
First Hawaiian Bank
Hawaii
$3.16M +$209K +6,270 +7%
TFA
61
Transamerica Financial Advisors
Florida
$3.09M +$747K +22,401 +32%
RW
62
Rand Wealth
Maryland
$2.89M -$19.8K -594 -0.7%
HCP
63
Holt Capital Partners
Texas
$2.78M +$202K +6,075 +8%
CSA
64
Cottage Street Advisors
Massachusetts
$2.73M -$100 -3 -0%
ICOA
65
Investment Centers of America
North Dakota
$2.71M +$173K +5,196 +7%
AT
66
Arden Trust
Delaware
$2.59M -$8.89K -267 -0.3%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$2.58M -$244K -7,329 -9%
SIA
68
Starfire Investment Advisers
Michigan
$2.52M +$5.5K +165 +0.2%
FFA
69
Fragasso Financial Advisors
Pennsylvania
$2.42M -$29.7K -891 -1%
MMA
70
Miracle Mile Advisors
California
$2.34M +$563K +16,905 +32%
HighTower Advisors
71
HighTower Advisors
Illinois
$2.32M +$78.6K +2,367 +3%
MCM
72
MAI Capital Management
Ohio
$2.2M +$60.1K +1,803 +3%
SBL
73
Sargent Bickham Lagudis
Colorado
$2.17M -$129K -3,873 -6%
CA
74
Cetera Advisors
Colorado
$1.94M +$49.2K +1,479 +3%
VC
75
Vestor Capital
Illinois
$1.92M -$70K -2,100 -4%
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3
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