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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$16.6M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$7.12M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
-$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.73M
5
CCP
Cardan Capital Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
76
Culbertson A N & Co
Virginia
$1.72M – – –
CA
77
Cetera Advisors
Colorado
$1.71M +$497K +15,285 +41%
MMA
78
Miracle Mile Advisors
California
$1.71M -$139K -4,269 -8%
CAN
79
Cetera Advisor Networks
California
$1.63M +$739K +22,677 +83%
OA
80
Opes Advisors
California
$1.59M +$331K +10,176 +26%
ONB
81
Old National Bancorp
Indiana
$1.58M -$31.1K -957 -2%
SFG
82
StrategIQ Financial Group
Indiana
$1.51M +$122K +3,753 +9%
AIM
83
Aspen Investment Management
Michigan
$1.5M -$8.97K -276 -0.6%
CWM
84
Cornerstone Wealth Management
Missouri
$1.43M +$696K +21,624 +95%
SG Americas Securities
85
SG Americas Securities
New York
$1.42M -$1.1M -33,906 -44%
HFS
86
HL Financial Services
Kentucky
$1.37M +$97K +2,985 +8%
JWM
87
Jackson Wealth Management
Florida
$1.36M -$50.9K -1,575 -4%
CTC
88
Central Trust Company
Missouri
$1.35M +$3.12K +96 +0.2%
CWM
89
Concert Wealth Management
California
$1.26M -$9.94K -318 -0.8%
SAM
90
SignalPoint Asset Management
Missouri
$1.24M +$61.9K +1,905 +5%
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
$1.16M +$144K +4,425 +14%
Invesco
92
Invesco
Georgia
$1.15M +$144K +4,440 +14%
HWP
93
Hefty Wealth Partners
Indiana
$1.13M -$501K -15,408 -31%
FA
94
FDx Advisors
Illinois
$1.12M +$12.6K +387 +1%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$29K -891 -3%
NFG
96
Next Financial Group
Texas
$1.08M -$174K -5,343 -14%
TFA
97
Transamerica Financial Advisors
Florida
$1.08M +$1.08M +33,201 New
HighTower Advisors
98
HighTower Advisors
Illinois
$1.08M +$369K +11,346 +52%
SCA
99
Stillwater Capital Advisors
Pennsylvania
$1.06M – – –
SCA
100
Snowden Capital Advisors
New York
$1M +$215K +6,600 +27%
2 3
4
5 6