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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

184 hedge funds and large institutions have $938M invested in WisdomTree US MidCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
4.92%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
24
Increased
85
Reduced
47
Closed
5
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
Bank of America
2
Bank of America
North Carolina
$82.5M
3
NFG
3
Noven Financial Group
Colorado
$35.8M
4
Ameriprise
4
Ameriprise
Minnesota
$55.7M
5
MWM
5
Merriman Wealth Management
Washington
$8.82M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$11.2M
2
DADC
2
D.A. Davidson & Co
Montana
$564K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.13M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$417K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$313K +$313K +10,512 New
EFS
127
Essex Financial Services
Connecticut
$310K -$4.09K -135 -1%
VC
128
Vicus Capital
Pennsylvania
$308K +$1.37K +45 +0.4%
KIA
129
KCM Investment Advisors
California
$304K +$43.8K +1,443 +17%
VDI
130
Vaughan David Investments
Illinois
$294K – – –
HCA
131
Harbour Capital Advisors
Virginia
$291K -$4.55K -150 -2%
MHS
132
M Holdings Securities
Oregon
$290K +$6.64K +219 +2%
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$282K -$118K -3,900 -30%
Citigroup
134
Citigroup
New York
$274K +$75K +2,472 +38%
CBU
135
CIBC Bank USA
Illinois
$273K – – –
SPC
136
Sigma Planning Corp
Michigan
$270K +$47.9K +1,578 +22%
GWM
137
Geneos Wealth Management
Colorado
$261K +$634 +21 +0.2%
BHB
138
Bank Hapoalim BM
Israel
$252K -$25.4K -840 -9%
OC
139
Oakworth Capital
Alabama
$252K – – –
GWM
140
Greenwich Wealth Management
Connecticut
$251K +$251K +8,280 New
SI
141
SII Investments
Wisconsin
$245K -$76.7K -2,535 -24%
UB
142
UMB Bank
Missouri
$241K – – –
1GA
143
1st Global Advisors
Texas
$238K – – –
Northern Trust
144
Northern Trust
Illinois
$233K – – –
IA
145
IFP Advisors
Florida
$231K -$12.4K -408 -5%
SCM
146
SOL Capital Management
Maryland
$227K – – –
US Bancorp
147
US Bancorp
Minnesota
$222K +$50.8K +1,674 +30%
WA
148
WFG Advisors
Texas
$206K -$17.5K -579 -8%
CPIG
149
Chicago Partners Investment Group
Illinois
$172K +$91 +3 +0.1%
FPFS
150
First Personal Financial Services
North Carolina
$171K -$2.28K -75 -1%
4 5
6
7 8