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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

301 hedge funds and large institutions have $1.87B invested in WisdomTree US MidCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.55%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
24
Increased
127
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$30.2M
2
Bank of America
2
Bank of America
North Carolina
$203M
3
Ameriprise
3
Ameriprise
Minnesota
$123M
4
TFA
4
Transamerica Financial Advisors
Florida
$7.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$58.7M
2
HNB
2
Huntington National Bank
Ohio
$28.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.72M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$0
5
JPLA
5
Joseph P. Lucia & Associates
New York
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$1.87M -$181K -5,007 -9%
KA
102
Kovack Advisors
Florida
$1.87M +$15.8K +436 +0.9%
NA
103
NewEdge Advisors
Louisiana
$1.78M +$145K +3,998 +9%
GWA
104
Guidant Wealth Advisors
Illinois
$1.78M – – –
TRCT
105
Tower Research Capital (TRC)
New York
$1.69M +$1.41M +39,080 +507%
CBN
106
Cadence Bank NA
Texas
$1.66M -$4.6K -127 -0.3%
FAIM
107
Financial Advocates Investment Management
Washington
$1.66M -$23.4K -647 -1%
CAL
108
Capital Advisors Ltd
Ohio
$1.61M -$252K -6,955 -14%
MIAN
109
Mariner Independent Advisor Network
Kansas
$1.57M +$173K +4,773 +12%
SCA
110
Snowden Capital Advisors
New York
$1.54M +$5.32K +147 +0.3%
SBL
111
Sargent Bickham Lagudis
Colorado
$1.52M -$19.7K -544 -1%
CANC
112
Culbertson A N & Co
Virginia
$1.49M – – –
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$1.49M +$325K +8,985 +28%
AF
114
Advisornet Financial
Minnesota
$1.48M +$27K +745 +2%
AIM
115
Aspen Investment Management
Michigan
$1.43M +$51.8K +1,432 +4%
WB
116
WesBanco Bank
West Virginia
$1.42M +$99K +2,735 +8%
NWS
117
Newport Wealth Strategies
California
$1.41M – – –
HT
118
Heritage Trust
Oklahoma
$1.35M +$150K +4,145 +13%
MA
119
MONECO Advisors
Connecticut
$1.31M +$97.1K +2,683 +8%
OWM
120
Opes Wealth Management
California
$1.23M -$34.9K -964 -3%
PA
121
Pinnacle Associates
New York
$1.22M +$114K +3,151 +10%
CASB
122
Cape Ann Savings Bank
Massachusetts
$1.22M -$99.4K -2,745 -8%
ONB
123
Old National Bancorp
Indiana
$1.22M -$47.2K -1,303 -4%
CF
124
Centaurus Financial
California
$1.14M +$1.1M +30,388 +2,753%
GFS
125
GYL Financial Synergies
Connecticut
$1.11M -$2.64K -73 -0.2%
3 4
5
6 7