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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$30.2M
2
Bank of America
2
Bank of America
North Carolina
$203M
3
Ameriprise
3
Ameriprise
Minnesota
$123M
4
TFA
4
Transamerica Financial Advisors
Florida
$7.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$58.7M
2
HNB
2
Huntington National Bank
Ohio
$28.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.72M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$0
5
JPLA
5
Joseph P. Lucia & Associates
New York
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
76
Hancock Whitney
Mississippi
$2.9M -$96.3K -2,660 -3%
JFA
77
JNBA Financial Advisors
Minnesota
$2.86M +$1.79M +49,581 +168%
Mariner
78
Mariner
Kansas
$2.82M +$2.57M +70,852 +995%
HighTower Advisors
79
HighTower Advisors
Illinois
$2.8M +$134K +3,709 +5%
CFGS
80
Concourse Financial Group Securities
Alabama
$2.74M +$161K +4,443 +6%
MMA
81
Miracle Mile Advisors
California
$2.64M -$157K -4,330 -6%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$2.63M -$320K -8,833 -11%
TC
83
Truvestments Capital
Florida
$2.51M -$259K -7,169 -9%
DADC
84
D.A. Davidson & Co
Montana
$2.47M +$121K +3,339 +5%
CCA
85
Clearwater Capital Advisors
Illinois
$2.46M -$652K -18,002 -21%
TA
86
TFG Advisers
Michigan
$2.38M +$126K +3,489 +6%
AT
87
Arden Trust
Delaware
$2.29M -$233K -6,435 -9%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$67.2K +1,857 +3%
AWM
89
AE Wealth Management
Kansas
$2.22M +$1.13M +31,145 +104%
PT
90
Plimoth Trust
Massachusetts
$2.18M +$14.6K +402 +0.7%
SIA
91
Starfire Investment Advisers
Michigan
$2.12M +$1.99K +55 +0.1%
FFA
92
Fragasso Financial Advisors
Pennsylvania
$2.11M +$157K +4,345 +8%
HIS
93
Harvest Investment Services
Illinois
$2.1M +$74.5K +2,054 +4%
SPIA
94
Steward Partners Investment Advisory
New York
$2.08M +$166K +4,596 +9%
CFG
95
Citizens Financial Group
Rhode Island
$2.08M -$48.9K -1,350 -2%
SS
96
Simplicity Solutions
Minnesota
$2.08M +$1.27M +34,977 +156%
BTS
97
BB&T Securities
Virginia
$2.07M -$3.37K -93 -0.2%
SWP
98
Stratos Wealth Partners
Ohio
$1.97M +$337K +9,302 +21%
SMG
99
Smart Money Group
Texas
$1.95M +$171K +4,717 +10%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.95M +$58.5K +1,622 +3%
2 3
4
5 6