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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$146M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.4M
3
TSS
3
Two Sigma Securities
New York
$3.92M
4
LPL Financial
4
LPL Financial
California
$44.6M
5
Wells Fargo
5
Wells Fargo
California
$83.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$153M
4
UBS Group
4
UBS Group
Switzerland
$86.6M
5
Bank of America
5
Bank of America
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
101
Trustmark National Bank Trust Department
Mississippi
$1.08M -$61K -1,830 -5%
CPIG
102
Chicago Partners Investment Group
Illinois
$1.05M +$486K +14,601 +87%
NFG
103
Nations Financial Group
Iowa
$956K – – –
FA
104
FDx Advisors
Illinois
$905K -$293K -8,808 -24%
BIA
105
Biondo Investment Advisors
Pennsylvania
$750K -$999 -30 -0.1%
William Blair & Company
106
William Blair & Company
Illinois
$739K – – –
Northern Trust
107
Northern Trust
Illinois
$737K -$184K -5,520 -20%
ICM
108
IMS Capital Management
Oregon
$737K -$2K -60 -0.3%
VFA
109
Voya Financial Advisors
Connecticut
$727K +$29.3K +882 +4%
LNC
110
Lincoln National Corp
Pennsylvania
$727K +$124K +3,708 +20%
PA
111
Pinnacle Associates
New York
$717K +$167K +5,013 +30%
CFD
112
Creative Financial Designs
Indiana
$696K +$167K +5,010 +32%
BHTS
113
Bar Harbor Trust Services
Maine
$676K -$14.1K -423 -2%
FNBT
114
FineMark National Bank & Trust
Florida
$668K – – –
PG
115
Patten Group
Tennessee
$637K +$3K +90 +0.5%
CTC
116
Central Trust Company
Missouri
$630K -$698K -20,982 -53%
RT
117
Reliance Trust
Georgia
$629K -$6K -180 -0.9%
JFA
118
JNBA Financial Advisors
Minnesota
$615K -$2.6K -78 -0.4%
Citadel Advisors
119
Citadel Advisors
Florida
$608K -$1.93M -58,002 -76%
GLRA
120
Gerald L. Ray & Associates
Texas
$600K – – –
HHGA
121
Halbert Hargrove Global Advisors
California
$595K -$79.4K -2,382 -12%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$579K +$578K +50,961 +80,890%
CAL
123
Capital Advisors Ltd
Ohio
$563K +$62.2K +1,866 +12%
CA
124
Clearstead Advisors
Ohio
$562K -$41.2K -1,236 -7%
DG
125
Davidson & Garrard
Virginia
$557K +$9.49K +285 +2%
3 4
5
6 7