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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$110M
2
Bank of America
Bank of America
North Carolina
$133M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$14.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$19.8M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$88.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.54M
3
HNB
Huntington National Bank
Ohio
$25.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
NFG
Noven Financial Group
Colorado
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
101
Culbertson A N & Co
Virginia
$1.35M – – –
MIAN
102
Mariner Independent Advisor Network
Kansas
$1.34M +$68.2K +2,038 +5%
CASB
103
Cape Ann Savings Bank
Massachusetts
$1.3M -$17.3K -483 -1%
NWS
104
Newport Wealth Strategies
California
$1.29M -$49.7K -1,500 -4%
AF
105
Advisornet Financial
Minnesota
$1.28M +$519K +16,402 +68%
HFS
106
HL Financial Services
Kentucky
$1.27M +$1.71K +54 +0.1%
ONB
107
Old National Bancorp
Indiana
$1.24M – – –
SCA
108
Snowden Capital Advisors
New York
$1.22M +$14.4K +455 +1%
AIM
109
Aspen Investment Management
Michigan
$1.22M -$34.4K -1,088 -3%
WB
110
WesBanco Bank
West Virginia
$1.15M +$50.9K +1,610 +5%
SFG
111
StrategIQ Financial Group
Indiana
$1.14M +$5.94K +188 +0.5%
SWP
112
Stratos Wealth Partners
Ohio
$1.08M -$54.6K -1,725 -5%
HH
113
Hilltop Holdings
Texas
$1.06M +$1.06M +33,511 New
CSA
114
Cottage Street Advisors
Massachusetts
$1.03M +$17.7K +559 +2%
SFS
115
Sowell Financial Services
Arkansas
$1.01M +$1.01M +31,772 New
GFS
116
GYL Financial Synergies
Connecticut
$974K +$974K +30,795 New
JFA
117
JNBA Financial Advisors
Minnesota
$957K +$957K +30,264 New
MA
118
MONECO Advisors
Connecticut
$947K +$947K +29,943 New
VFA
119
Voya Financial Advisors
Connecticut
$936K +$37.2K +1,185 +4%
ONST
120
Old North State Trust
North Carolina
$934K +$165K +5,210 +21%
WT
121
Whittier Trust
California
$926K -$226K -7,140 -20%
NFG
122
Nations Financial Group
Iowa
$908K – – –
Invesco
123
Invesco
Georgia
$907K -$89.8K -2,840 -9%
TNBTD
124
Trustmark National Bank Trust Department
Mississippi
$903K – – –
HA
125
Harborview Advisors
Maine
$854K -$91.7K -2,896 -10%
3 4
5
6 7