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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
76
Investment Centers of America
North Dakota
$1.7M +$716K +22,812 +73%
SBL
77
Sargent Bickham Lagudis
Colorado
$1.7M -$120K -3,801 -7%
CANC
78
Culbertson A N & Co
Virginia
$1.66M -$59.7K -1,896 -3%
HWP
79
Hefty Wealth Partners
Indiana
$1.58M +$421K +13,389 +36%
ONB
80
Old National Bancorp
Indiana
$1.56M -$119K -3,786 -7%
AIM
81
Aspen Investment Management
Michigan
$1.46M +$83.1K +2,640 +6%
JWM
82
Jackson Wealth Management
Florida
$1.39M -$229K -7,176 -14%
SFG
83
StrategIQ Financial Group
Indiana
$1.34M +$5.38K +171 +0.4%
CTC
84
Central Trust Company
Missouri
$1.3M +$79.9K +2,541 +7%
CASB
85
Cape Ann Savings Bank
Massachusetts
$1.27M – – –
CWM
86
Concert Wealth Management
California
$1.26M -$127K -4,077 -9%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.26M -$3.26M -103,761 -72%
HFS
88
HL Financial Services
Kentucky
$1.23M +$134K +4,269 +12%
OA
89
Opes Advisors
California
$1.22M +$1.22M +38,763 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22M +$137K +4,371 +13%
NFG
91
Next Financial Group
Texas
$1.21M +$482K +15,303 +66%
BTS
92
BB&T Securities
Virginia
$1.21M – – –
CA
93
Cetera Advisors
Colorado
$1.17M +$32.1K +1,023 +3%
SAM
94
SignalPoint Asset Management
Missouri
$1.14M -$2.93K -93 -0.3%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$1.09M +34,539 New
FA
96
FDx Advisors
Illinois
$1.07M +$1.07M +33,981 New
SCA
97
Stillwater Capital Advisors
Pennsylvania
$1.02M – – –
BWP
98
BSW Wealth Partners
Colorado
$1.02M +$916K +29,118 +909%
TNBTD
99
Trustmark National Bank Trust Department
Mississippi
$982K +$944 +30 +0.1%
Invesco
100
Invesco
Georgia
$969K +$88.2K +2,805 +10%
2 3
4
5 6