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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

154 hedge funds and large institutions have $719M invested in WisdomTree US MidCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
18
Increased
47
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Noven Financial Group
Colorado
+$14.7M
2
CCP
Cardan Capital Partners
Colorado
+$4.38M
3
SWM
SVA Wealth Management
Wisconsin
+$3.08M
4
SG Americas Securities
SG Americas Securities
New York
+$2.54M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$9.14M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$8.88M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$6.98M
5
HNB
Huntington National Bank
Ohio
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
76
CFO4Life
Texas
$783K -$1.87M -65,043 -70%
SBL
77
Sargent Bickham Lagudis
Colorado
$779K +$779K +27,156 New
ST
78
Spinnaker Trust
Maine
$734K +$7.15K +249 +1%
BTS
79
BB&T Securities
Virginia
$671K -$33.7K -1,176 -5%
BRWA
80
B. Riley Wealth Advisors
Florida
$634K -$4.58K -234 -0.7%
ICOA
81
Investment Centers of America
North Dakota
$627K +$91.1K +3,144 +17%
FNBT
82
FineMark National Bank & Trust
Florida
$615K – – –
SC
83
SouthState Corp
Florida
$607K – – –
HHGA
84
Halbert Hargrove Global Advisors
California
$581K -$95.6K -3,327 -14%
FAAS
85
First Allied Advisory Services
California
$575K +$141K +4,887 +32%
BHTS
86
Bar Harbor Trust Services
Maine
$572K -$29K -1,011 -5%
HWP
87
Hefty Wealth Partners
Indiana
$568K +$568K +19,791 New
HighTower Advisors
88
HighTower Advisors
Illinois
$549K -$360K -12,570 -40%
FIM
89
Freedom Investment Management
Connecticut
$538K -$6.89K -240 -1%
CAN
90
Cetera Advisor Networks
California
$528K -$2.75K -96 -0.5%
BIA
91
Biondo Investment Advisors
Pennsylvania
$523K -$15.5K -540 -3%
GLRA
92
Gerald L. Ray & Associates
Texas
$517K – – –
PG
93
Patten Group
Tennessee
$461K -$10.8K -375 -2%
NPC
94
National Planning Corporation
California
$460K -$64K -2,217 -12%
CCMG
95
Clark Capital Management Group
Pennsylvania
$455K -$8.88M -309,402 -95%
SAM
96
SignalPoint Asset Management
Missouri
$431K -$26.6K -927 -6%
YP
97
Yellowstone Partners
Idaho
$422K +$54.6K +1,902 +15%
AA
98
Ancora Advisors
Ohio
$398K – – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$379K -$8.61K -300 -2%
MIH
100
Madison Investment Holdings
Wisconsin
$374K -$13.2K -459 -3%
2 3
4
5 6