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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$2.16M +$1.73M +48,507 +406%
CT
77
CPF Texas
Texas
$2.12M -$48.3K -1,349 -2%
OA
78
Opes Advisors
California
$2.01M -$40.6K -1,135 -2%
BTS
79
BB&T Securities
Virginia
$2M -$83.5K -2,332 -4%
CAC
80
Certified Advisory Corp
Florida
$1.9M +$78.6K +2,195 +4%
CFG
81
Citizens Financial Group
Rhode Island
$1.88M -$169K -4,722 -8%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$5.69K +159 +0.3%
SBL
83
Sargent Bickham Lagudis
Colorado
$1.84M -$76.5K -2,137 -4%
CA
84
Cetera Advisors
Colorado
$1.83M -$162K -4,510 -8%
KA
85
Kovack Advisors
Florida
$1.81M +$48.5K +1,355 +3%
BCM
86
Brookstone Capital Management
Illinois
$1.8M -$2.96M -82,825 -62%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$276K +7,711 +19%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.64M +$401K +11,218 +32%
CANC
89
Culbertson A N & Co
Virginia
$1.53M – – –
NWS
90
Newport Wealth Strategies
California
$1.49M -$1.01M -28,075 -40%
CBN
91
Cadence Bank NA
Texas
$1.46M -$23.2K -648 -2%
AIM
92
Aspen Investment Management
Michigan
$1.44M -$64.4K -1,800 -4%
HFS
93
HL Financial Services
Kentucky
$1.4M +$46.8K +1,306 +3%
ONB
94
Old National Bancorp
Indiana
$1.4M – – –
CPIG
95
Chicago Partners Investment Group
Illinois
$1.38M +$43.1K +1,203 +3%
NFG
96
Next Financial Group
Texas
$1.36M -$642K -17,936 -32%
CASB
97
Cape Ann Savings Bank
Massachusetts
$1.35M +$1.35M +36,943 New
CF
98
Centaurus Financial
California
$1.26M +$325K +9,090 +35%
SCA
99
Snowden Capital Advisors
New York
$1.25M +$29.8K +833 +2%
SFG
100
StrategIQ Financial Group
Indiana
$1.24M +$16.1K +449 +1%
2 3
4
5 6