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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$16.6M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$7.12M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
-$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.73M
5
CCP
Cardan Capital Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
101
Cape Ann Savings Bank
Massachusetts
$967K -$325K -9,993 -25%
NFG
102
Nations Financial Group
Iowa
$933K – – –
Northern Trust
103
Northern Trust
Illinois
$909K +$648K +19,947 +249%
DWT
104
Dorsey & Whitney Trust
South Dakota
$857K +$857K +26,355 New
BRWA
105
B. Riley Wealth Advisors
Florida
$771K +$40.6K +1,248 +6%
RT
106
Reliance Trust
Georgia
$731K – – –
BTS
107
BB&T Securities
Virginia
$707K -$587K -18,087 -45%
CG
108
CFO4Life Group
Texas
$704K +$704K +21,651 New
BHTS
109
Bar Harbor Trust Services
Maine
$694K -$11.3K -348 -2%
VFA
110
Voya Financial Advisors
Connecticut
$694K +$58.4K +1,803 +9%
SC
111
SouthState Corp
Florida
$673K -$14.8K -456 -2%
William Blair & Company
112
William Blair & Company
Illinois
$673K +$18K +552 +3%
HHGA
113
Halbert Hargrove Global Advisors
California
$658K – – –
FNBT
114
FineMark National Bank & Trust
Florida
$652K – – –
BIA
115
Biondo Investment Advisors
Pennsylvania
$636K -$19.7K -660 -3%
FIM
116
Freedom Investment Management
Connecticut
$634K +$42.1K +1,296 +7%
NPC
117
National Planning Corporation
California
$611K +$13K +402 +2%
PG
118
Patten Group
Tennessee
$609K +$9.7K +300 +2%
IA
119
IFP Advisors
Florida
$608K +$227K +6,972 +59%
GLRA
120
Gerald L. Ray & Associates
Texas
$585K – – –
CA
121
Clearstead Advisors
Ohio
$585K – – –
JFA
122
JNBA Financial Advisors
Minnesota
$577K -$7.51K -231 -1%
ICM
123
IMS Capital Management
Oregon
$572K +$71.9K +2,214 +14%
CFG
124
Citizens Financial Group
Rhode Island
$558K +$115K +3,522 +26%
VDI
125
Vaughan David Investments
Illinois
$538K +$223K +6,843 +71%
3 4
5
6 7