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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
101
Kovack Advisors
Florida
$946K +$79.2K +2,517 +9%
NFG
102
Nations Financial Group
Iowa
$903K – – –
CAN
103
Cetera Advisor Networks
California
$859K +$89K +2,835 +12%
BCM
104
Brookstone Capital Management
Illinois
$832K +$441K +14,013 +113%
SCA
105
Snowden Capital Advisors
New York
$761K +$17.2K +546 +2%
C
106
CFO4Life
Texas
$754K +$3.3K +105 +0.4%
CWM
107
Cornerstone Wealth Management
Missouri
$722K +$389K +12,279 +117%
RT
108
Reliance Trust
Georgia
$717K -$85.1K -2,670 -11%
BRWA
109
B. Riley Wealth Advisors
Florida
$707K -$317K -10,074 -31%
BIA
110
Biondo Investment Advisors
Pennsylvania
$692K +$31.6K +1,005 +5%
HighTower Advisors
111
HighTower Advisors
Illinois
$687K +$125K +3,984 +22%
BHTS
112
Bar Harbor Trust Services
Maine
$683K +$68.7K +2,181 +11%
SC
113
SouthState Corp
Florida
$666K – – –
LI
114
LVZ Inc
Michigan
$649K -$10.4K -330 -2%
HHGA
115
Halbert Hargrove Global Advisors
California
$636K – – –
William Blair & Company
116
William Blair & Company
Illinois
$631K -$26.6K -846 -4%
FNBT
117
FineMark National Bank & Trust
Florida
$631K – – –
VFA
118
Voya Financial Advisors
Connecticut
$619K +$71.8K +2,277 +13%
GWM
119
Greenwich Wealth Management
Connecticut
$612K +$351K +11,160 +135%
PG
120
Patten Group
Tennessee
$593K -$1.44K -45 -0.2%
NPC
121
National Planning Corporation
California
$588K -$18.8K -591 -3%
FIM
122
Freedom Investment Management
Connecticut
$573K +$29.9K +951 +6%
CA
123
Clearstead Advisors
Ohio
$567K +$567K +18,009 New
GLRA
124
Gerald L. Ray & Associates
Texas
$566K – – –
JFA
125
JNBA Financial Advisors
Minnesota
$566K +$533K +16,950 +1,638%
3 4
5
6 7