DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$169M
2
CRC
2
Curi RMB Capital
Illinois
$9.29M
3
LPL Financial
3
LPL Financial
California
$52.3M
4
Jane Street
4
Jane Street
New York
$9.45M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$15.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.3M
2
Bank of America
2
Bank of America
North Carolina
$139M
3
LYV
3
Live Your Vision
Pennsylvania
$2.36M
4
LW
4
Linscomb Wealth
Texas
$65.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
76
Vestor Capital
Illinois
$2.11M +$73.2K +2,075 +4%
OA
77
Opes Advisors
California
$1.97M +$55.9K +1,585 +3%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.96M -$513K -14,500 -21%
CFG
79
Citizens Financial Group
Rhode Island
$1.9M +$48.6K +1,378 +3%
BTS
80
BB&T Securities
Virginia
$1.89M +$207K +5,860 +12%
CANC
81
Culbertson A N & Co
Virginia
$1.86M – – –
KA
82
Kovack Advisors
Florida
$1.84M -$11.7K -332 -0.6%
HWP
83
Hefty Wealth Partners
Indiana
$1.79M +$66.4K +1,883 +4%
CAC
84
Certified Advisory Corp
Florida
$1.79M +$1.79M +50,769 New
OPWM
85
Oak Point Wealth Management
Michigan
$1.78M +$1.78M +50,262 New
CAN
86
Cetera Advisor Networks
California
$1.75M +$227K +6,430 +15%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$1.71M +$339K +9,595 +25%
SFG
88
StrategIQ Financial Group
Indiana
$1.54M -$237K -6,710 -13%
BAAM
89
Baker Avenue Asset Management
California
$1.51M +$1.51M +42,881 New
AIM
90
Aspen Investment Management
Michigan
$1.5M -$89.1K -2,526 -6%
ONB
91
Old National Bancorp
Indiana
$1.47M -$240K -6,804 -14%
CBN
92
Cadence Bank NA
Texas
$1.43M -$76.6K -2,171 -5%
FAAS
93
First Allied Advisory Services
California
$1.42M +$388 +11 +0%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$198K +5,611 +16%
HA
95
Harborview Advisors
Maine
$1.4M +$1.4M +39,598 New
Invesco
96
Invesco
Georgia
$1.31M -$42.3K -1,198 -3%
CPIG
97
Chicago Partners Investment Group
Illinois
$1.26M +$154K +4,367 +14%
CWM
98
Cornerstone Wealth Management
Missouri
$1.24M -$173K -4,826 -12%
US Bancorp
99
US Bancorp
Minnesota
$1.2M +$941K +26,683 +367%
SCA
100
Snowden Capital Advisors
New York
$1.19M +$15.9K +452 +1%
2 3
4
5 6