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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
51
Johanson Financial Advisors
California
$4.1M +$138K +3,864 +3%
SF
52
Synovus Financial
Georgia
$4.07M -$53.3K -1,488 -1%
WDL
53
Well Done LLC
Michigan
$4M -$232K -6,470 -5%
TC
54
Truvestments Capital
Florida
$3.98M +$3.98M +111,232 New
MCM
55
MAI Capital Management
Ohio
$3.79M +$768K +21,464 +25%
EWMCB
56
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.66M +$43K +1,200 +1%
FPIS
57
Financial Planning & Information Services
Wisconsin
$3.54M +$1.6M +44,826 +83%
CWM
58
Capital Wealth Management
Rhode Island
$3.49M -$7.2K -201 -0.2%
HCP
59
Holt Capital Partners
Texas
$3.08M – – –
RW
60
Rand Wealth
Maryland
$3.07M +$207K +5,771 +7%
CI
61
CX Institutional
Indiana
$2.96M +$2.96M +82,601 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$2.93M +$609 +17 +0%
BAAM
63
Baker Avenue Asset Management
California
$2.82M +$477K +13,315 +20%
AT
64
Arden Trust
Delaware
$2.71M -$32.8K -916 -1%
CONA
65
Capital One National Association
New York
$2.7M -$217K -6,070 -7%
PAG
66
Private Advisor Group
New Jersey
$2.67M +$151K +4,207 +6%
MMA
67
Miracle Mile Advisors
California
$2.63M -$42.4K -1,185 -2%
IA
68
IFP Advisors
Florida
$2.61M +$67.1K +1,874 +3%
SIA
69
Starfire Investment Advisers
Michigan
$2.55M -$145K -4,046 -5%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.45M +$387K +10,802 +19%
FFA
71
Fragasso Financial Advisors
Pennsylvania
$2.43M -$20.4K -571 -0.8%
LYV
72
Live Your Vision
Pennsylvania
$2.42M +$151K +4,166 +7%
CSA
73
Cottage Street Advisors
Massachusetts
$2.37M -$125K -3,497 -5%
DADC
74
D.A. Davidson & Co
Montana
$2.33M +$1.27M +35,373 +119%
PT
75
Plimoth Trust
Massachusetts
$2.2M -$1.05M -29,246 -32%
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