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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Paracle Advisors
Washington
$4.66M +$4.36M +118,195 +1,455%
PAG
52
Private Advisor Group
New Jersey
$4.43M +$1.7M +46,025 +62%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.39M – – –
GW
54
GW & Wade
Massachusetts
$4.38M +$125K +3,386 +3%
JFA
55
Johanson Financial Advisors
California
$4.37M +$144K +3,918 +3%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$4.29M -$1.56M -42,373 -27%
MCM
57
MAI Capital Management
Ohio
$4.18M +$275K +7,451 +7%
CAI
58
Capital Advisors Inc
Oklahoma
$4.12M -$334K -9,056 -7%
WDL
59
Well Done LLC
Michigan
$4.12M -$1.99K -54 -0%
TC
60
Truvestments Capital
Florida
$4.08M -$22.4K -606 -0.5%
BWM
61
Baystate Wealth Management
Massachusetts
$4.06M -$414K -11,741 -9%
SF
62
Synovus Financial
Georgia
$3.94M -$252K -6,820 -6%
EWMCB
63
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.82M +$45.7K +1,240 +1%
CWM
64
Capital Wealth Management
Rhode Island
$3.45M -$142K -3,840 -4%
TRCT
65
Tower Research Capital (TRC)
New York
$3.27M +$2.41M +65,335 +280%
HCP
66
Holt Capital Partners
Texas
$3.13M -$40K -1,085 -1%
RW
67
Rand Wealth
Maryland
$3.12M -$41.6K -1,129 -1%
CI
68
CX Institutional
Indiana
$3.09M +$41.6K +1,129 +1%
BAAM
69
Baker Avenue Asset Management
California
$2.9M -$1.29K -35 -0%
AT
70
Arden Trust
Delaware
$2.71M -$85.4K -2,315 -3%
HW
71
Hancock Whitney
Mississippi
$2.68M +$2.68M +72,755 New
HighTower Advisors
72
HighTower Advisors
Illinois
$2.66M +$139K +3,783 +6%
IA
73
IFP Advisors
Florida
$2.64M -$52.4K -1,422 -2%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$2.63M +$937K +25,406 +55%
MMA
75
Miracle Mile Advisors
California
$2.61M -$92.8K -2,517 -3%
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