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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$1.22M – – –
HA
102
Harborview Advisors
Maine
$1.21M -$203K -5,664 -14%
Invesco
103
Invesco
Georgia
$1.17M -$93.8K -2,622 -7%
SWP
104
Stratos Wealth Partners
Ohio
$1.12M -$29.4K -822 -3%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$1.09M -$577K -16,110 -35%
WB
106
WesBanco Bank
West Virginia
$1.07M +$186K +5,197 +21%
FAAS
107
First Allied Advisory Services
California
$1.06M -$386K -10,801 -27%
LNC
108
Lincoln National Corp
Pennsylvania
$1.04M +$4.48K +125 +0.4%
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$1.03M – – –
NFG
110
Nations Financial Group
Iowa
$1.03M – – –
UBV
111
United Bank (Virginia)
Virginia
$980K +$602K +16,803 +159%
PA
112
Pinnacle Associates
New York
$962K +$51.1K +1,428 +6%
DAS
113
Dynamic Advisor Solutions
Arizona
$919K +$490K +13,680 +114%
JFA
114
JNBA Financial Advisors
Minnesota
$900K -$62.4K -1,744 -6%
AF
115
Advisornet Financial
Minnesota
$890K +$38.7K +1,080 +5%
TRCT
116
Tower Research Capital (TRC)
New York
$835K -$443K -12,359 -35%
PSF
117
Pacific Sun Financial
California
$816K +$10.2K +277 +1%
APA
118
American Portfolios Advisors
New York
$789K +$5.55K +155 +0.7%
BIA
119
Biondo Investment Advisors
Pennsylvania
$784K +$37.6K +1,050 +5%
RJT
120
Raymond James Trust
Florida
$772K +$772K +21,560 New
ICM
121
IMS Capital Management
Oregon
$764K -$25.9K -724 -3%
CFD
122
Creative Financial Designs
Indiana
$753K -$13.2K -370 -2%
VFA
123
Voya Financial Advisors
Connecticut
$749K – – –
Renaissance Technologies
124
Renaissance Technologies
New York
$748K +$293K +8,200 +65%
FNBT
125
FineMark National Bank & Trust
Florida
$718K – – –
3 4
5
6 7