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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$247K

Top Buyers

1
IWA
Inspirion Wealth Advisors
Illinois
+$10.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.94M
3
Creative Planning
Creative Planning
Kansas
+$3.01M
4
CRC
Curi RMB Capital
Illinois
+$2.75M
5
SIA
Starfire Investment Advisers
Michigan
+$2.57M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
-$62.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.5M
3
HNB
Huntington National Bank
Ohio
-$19.3M
4
Jane Street
Jane Street
New York
-$7.75M
5
Wells Fargo
Wells Fargo
California
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$3.92M +$94K +2,754 +2%
GW
52
GW & Wade
Massachusetts
$3.82M +$118K +3,459 +3%
JFA
53
Johanson Financial Advisors
California
$3.78M +$187K +5,495 +5%
EWMCB
54
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.45M +$512 +15 +0%
CWM
55
Capital Wealth Management
Rhode Island
$3.33M -$244K -7,145 -7%
PT
56
Plimoth Trust
Massachusetts
$3.09M -$252K -7,387 -8%
HCP
57
Holt Capital Partners
Texas
$2.93M +$81K +2,375 +3%
MCM
58
MAI Capital Management
Ohio
$2.88M +$98K +2,873 +4%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$2.79M +$48.5K +1,421 +2%
CONA
60
Capital One National Association
New York
$2.78M -$552K -16,166 -17%
RW
61
Rand Wealth
Maryland
$2.72M -$137K -4,024 -5%
AT
62
Arden Trust
Delaware
$2.61M -$64.7K -1,896 -2%
SIA
63
Starfire Investment Advisers
Michigan
$2.57M +$2.57M +75,350 New
MMA
64
Miracle Mile Advisors
California
$2.54M +$147K +4,299 +6%
IA
65
IFP Advisors
Florida
$2.51M – – –
PAG
66
Private Advisor Group
New Jersey
$2.39M -$148K -4,353 -6%
CSA
67
Cottage Street Advisors
Massachusetts
$2.38M -$86.9K -2,548 -4%
NWS
68
Newport Wealth Strategies
California
$2.38M -$37.5K -1,100 -2%
FFA
69
Fragasso Financial Advisors
Pennsylvania
$2.33M -$402K -11,781 -15%
BAAM
70
Baker Avenue Asset Management
California
$2.23M +$770K +22,575 +53%
LYV
71
Live Your Vision
Pennsylvania
$2.17M -$90.7K -2,617 -4%
VC
72
Vestor Capital
Illinois
$2.07M +$38.7K +1,135 +2%
CT
73
CPF Texas
Texas
$2.06M -$655K -19,193 -24%
BTS
74
BB&T Securities
Virginia
$1.98M +$150K +4,384 +8%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.96M +$70.1K +2,053 +4%
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