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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$169M
2
CRC
2
Curi RMB Capital
Illinois
$9.29M
3
LPL Financial
3
LPL Financial
California
$52.3M
4
Jane Street
4
Jane Street
New York
$9.45M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$15.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.3M
2
Bank of America
2
Bank of America
North Carolina
$139M
3
LYV
3
Live Your Vision
Pennsylvania
$2.36M
4
LW
4
Linscomb Wealth
Texas
$65.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$3.88M +$89.3K +2,532 +2%
CCA
52
Clearwater Capital Advisors
Illinois
$3.85M +$83.1K +2,356 +2%
GW
53
GW & Wade
Massachusetts
$3.82M +$442K +12,540 +13%
TFA
54
Transamerica Financial Advisors
Florida
$3.77M +$498K +14,118 +15%
JFA
55
Johanson Financial Advisors
California
$3.72M +$240K +6,792 +7%
CWM
56
Capital Wealth Management
Rhode Island
$3.7M +$3.7M +104,753 New
FHB
57
First Hawaiian Bank
Hawaii
$3.65M +$303K +8,580 +9%
EWMCB
58
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.57M -$15.2K -432 -0.4%
PT
59
Plimoth Trust
Massachusetts
$3.46M +$3.46M +97,998 New
CONA
60
Capital One National Association
New York
$3.45M -$1.2M -34,021 -26%
RW
61
Rand Wealth
Maryland
$2.96M -$97.7K -2,771 -3%
HCP
62
Holt Capital Partners
Texas
$2.95M +$4.76K +135 +0.2%
MCM
63
MAI Capital Management
Ohio
$2.88M +$543K +15,398 +23%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$2.84M +$108K +3,055 +4%
FFA
65
Fragasso Financial Advisors
Pennsylvania
$2.83M +$262K +7,423 +10%
CT
66
CPF Texas
Texas
$2.81M +$2.81M +79,637 New
AT
67
Arden Trust
Delaware
$2.77M +$22.1K +626 +0.8%
PAG
68
Private Advisor Group
New Jersey
$2.66M -$2.19M -61,077 -45%
GAM
69
Gemmer Asset Management
California
$2.55M -$1.98M -56,035 -44%
CSA
70
Cottage Street Advisors
Massachusetts
$2.55M -$339K -9,598 -12%
NWS
71
Newport Wealth Strategies
California
$2.54M +$2.54M +70,854 New
IA
72
IFP Advisors
Florida
$2.51M +$491K +13,923 +24%
MMA
73
Miracle Mile Advisors
California
$2.48M -$247 -7 -0%
LYV
74
Live Your Vision
Pennsylvania
$2.36M -$8.95M -247,514 -79%
SBL
75
Sargent Bickham Lagudis
Colorado
$2.35M +$49.9K +1,414 +2%
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3
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