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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$110M
2
Bank of America
Bank of America
North Carolina
$133M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$14.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$19.8M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$88.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.54M
3
HNB
Huntington National Bank
Ohio
$25.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
NFG
Noven Financial Group
Colorado
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
Baystate Wealth Management
Massachusetts
$4.02M +$55.9K +1,619 +1%
PAG
52
Private Advisor Group
New Jersey
$4.01M +$207K +6,557 +5%
JFA
53
Johanson Financial Advisors
California
$3.96M +$203K +6,400 +5%
GW
54
GW & Wade
Massachusetts
$3.86M +$101K +3,195 +3%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.75M -$15.1K -477 -0.4%
CCA
56
Clearwater Capital Advisors
Illinois
$3.68M -$324K -10,243 -8%
MCM
57
MAI Capital Management
Ohio
$3.67M +$84.6K +2,675 +2%
EWMCB
58
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.34M +$60K +1,898 +2%
SF
59
Synovus Financial
Georgia
$3.16M -$211K -6,681 -6%
WDL
60
Well Done LLC
Michigan
$3.14M -$393K -12,418 -11%
CC
61
Claybrook Capital
Massachusetts
$3.14M +$3.14M +99,271 New
CWM
62
Capital Wealth Management
Rhode Island
$2.93M -$34K -1,076 -1%
NB
63
NBT Bank
New York
$2.92M +$2.71M +85,755 +1,307%
IA
64
IFP Advisors
Florida
$2.83M +$589K +18,780 +26%
VC
65
Vestor Capital
Illinois
$2.82M +$987K +31,200 +54%
S
66
Surevest
California
$2.74M +$2.74M +86,667 New
UBV
67
United Bank (Virginia)
Virginia
$2.63M +$1.62M +51,239 +161%
HW
68
Hancock Whitney
Mississippi
$2.61M +$308K +9,725 +13%
HCP
69
Holt Capital Partners
Texas
$2.59M -$95.8K -3,030 -4%
LYV
70
Live Your Vision
Pennsylvania
$2.47M +$151K +4,496 +7%
KeyBank National Association
71
KeyBank National Association
Ohio
$2.43M +$2.43M +76,791 New
NFG
72
Next Financial Group
Texas
$2.4M +$2.18M +68,826 +959%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$588K +18,580 +32%
CAN
74
Cetera Advisor Networks
California
$2.31M +$714K +22,561 +45%
CA
75
Cetera Advisors
Colorado
$2.22M +$103K +3,270 +5%
1 2
3
4 5