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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$110M
2
Bank of America
Bank of America
North Carolina
$133M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$14.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$19.8M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$88.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.54M
3
HNB
Huntington National Bank
Ohio
$25.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
NFG
Noven Financial Group
Colorado
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
76
Miracle Mile Advisors
California
$2.22M -$23.2K -735 -1%
AT
77
Arden Trust
Delaware
$2.22M -$105K -3,314 -5%
Jane Street
78
Jane Street
New York
$2.2M -$4.76M -150,559 -68%
FFA
79
Fragasso Financial Advisors
Pennsylvania
$2.18M -$103K -3,269 -5%
HighTower Advisors
80
HighTower Advisors
Illinois
$2.14M -$131K -4,173 -6%
PT
81
Plimoth Trust
Massachusetts
$2.06M +$185K +5,859 +10%
DADC
82
D.A. Davidson & Co
Montana
$1.98M -$40.5K -1,280 -2%
CFGS
83
Concourse Financial Group Securities
Alabama
$1.96M +$1.74M +55,100 +795%
TA
84
TFG Advisers
Michigan
$1.95M +$1.95M +61,754 New
NFG
85
Noven Financial Group
Colorado
$1.95M -$18.6M -589,454 -91%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.87M +$315K +9,403 +20%
CFG
87
Citizens Financial Group
Rhode Island
$1.86M +$199K +6,301 +12%
SIA
88
Starfire Investment Advisers
Michigan
$1.85M +$193K +6,118 +12%
HIS
89
Harvest Investment Services
Illinois
$1.85M +$1.85M +53,515 New
BTS
90
BB&T Securities
Virginia
$1.81M -$71.6K -2,265 -4%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$1.9K -60 -0.1%
KA
92
Kovack Advisors
Florida
$1.68M +$53.4K +1,687 +3%
BAAM
93
Baker Avenue Asset Management
California
$1.65M -$842K -26,632 -34%
SBL
94
Sargent Bickham Lagudis
Colorado
$1.65M -$210K -6,634 -11%
GWA
95
Guidant Wealth Advisors
Illinois
$1.62M +$1.62M +51,368 New
FAIM
96
Financial Advocates Investment Management
Washington
$1.59M -$13.4K -424 -0.8%
CWM
97
Cornerstone Wealth Management
Missouri
$1.54M -$40.1M -1,268,780 -96%
OA
98
Opes Advisors
California
$1.52M -$179K -5,667 -11%
CAL
99
Capital Advisors Ltd
Ohio
$1.46M +$864K +27,322 +146%
CBN
100
Cadence Bank NA
Texas
$1.42M +$156K +4,933 +12%
2 3
4
5 6