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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
101
Snowden Capital Advisors
New York
$1.41M +$120K +3,260 +9%
MIAN
102
Mariner Independent Advisor Network
Kansas
$1.39M +$1.39M +37,837 New
NWS
103
Newport Wealth Strategies
California
$1.39M -$42.4K -1,237 -3%
CASB
104
Cape Ann Savings Bank
Massachusetts
$1.36M – – –
WT
105
Whittier Trust
California
$1.34M +$82.1K +2,226 +7%
SFG
106
StrategIQ Financial Group
Indiana
$1.33M +$44.3K +1,202 +3%
SWP
107
Stratos Wealth Partners
Ohio
$1.32M +$166K +4,492 +14%
WB
108
WesBanco Bank
West Virginia
$1.28M +$176K +4,773 +16%
CSA
109
Cottage Street Advisors
Massachusetts
$1.17M -$1.27M -34,447 -52%
UBV
110
United Bank (Virginia)
Virginia
$1.17M +$164K +4,444 +16%
Invesco
111
Invesco
Georgia
$1.16M -$39.5K -1,070 -3%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$1.13M +$590 +16 +0.1%
HA
113
Harborview Advisors
Maine
$1.1M -$147K -3,991 -12%
TSS
114
Two Sigma Securities
New York
$1.09M +$1.09M +29,430 New
PA
115
Pinnacle Associates
New York
$1.08M +$85.4K +2,315 +9%
NFG
116
Nations Financial Group
Iowa
$1.06M – – –
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$1.05M -$4.98K -135 -0.5%
VFA
118
Voya Financial Advisors
Connecticut
$1.05M +$285K +7,764 +37%
DAS
119
Dynamic Advisor Solutions
Arizona
$1.03M +$86.2K +2,336 +9%
ONST
120
Old North State Trust
North Carolina
$897K +$897K +24,347 New
AF
121
Advisornet Financial
Minnesota
$892K -$24.9K -676 -3%
VSWA
122
Vontobel Swiss Wealth Advisors
Switzerland
$880K +$218K +6,005 +33%
FAAS
123
First Allied Advisory Services
California
$860K -$228K -6,195 -21%
APA
124
American Portfolios Advisors
New York
$837K +$23.6K +639 +3%
CFD
125
Creative Financial Designs
Indiana
$810K +$34.6K +938 +4%
3 4
5
6 7