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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$560K +$560K +17,751 New
ICM
127
IMS Capital Management
Oregon
$484K +$484K +15,390 New
FAAS
128
First Allied Advisory Services
California
$467K -$130K -4,137 -22%
AA
129
Ancora Advisors
Ohio
$436K – – –
CFG
130
Citizens Financial Group
Rhode Island
$429K +$262K +8,307 +156%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$423K -$6.17K -198 -1%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$423K +$64.3K +2,049 +18%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$396K -$9.38K -297 -2%
LFAS
134
Level Four Advisory Services
Texas
$383K +$383K +12,189 New
CCMG
135
Clark Capital Management Group
Pennsylvania
$378K – – –
BC
136
Barnett & Company
Tennessee
$376K – – –
IA
137
IFP Advisors
Florida
$369K +$130K +4,125 +54%
GLA
138
Great Lakes Advisors
Illinois
$353K -$1.89K -60 -0.5%
WB
139
WesBanco Bank
West Virginia
$346K +$346K +10,989 New
BHB
140
Bank Hapoalim BM
Israel
$339K +$77K +2,445 +29%
FFW
141
Fusion Family Wealth
New York
$334K +$334K +10,506 New
MHS
142
M Holdings Securities
Oregon
$333K +$31.8K +1,011 +11%
LNC
143
Lincoln National Corp
Pennsylvania
$332K +$2.46K +78 +0.7%
KIA
144
KCM Investment Advisors
California
$332K +$16.4K +519 +5%
DADC
145
D.A. Davidson & Co
Montana
$321K -$264K -8,403 -45%
EFS
146
Essex Financial Services
Connecticut
$321K -$944 -30 -0.3%
VDI
147
Vaughan David Investments
Illinois
$305K – – –
CCP
148
Corient Capital Partners
California
$304K -$21.5K -684 -7%
HCA
149
Harbour Capital Advisors
Virginia
$297K -$4.71K -150 -2%
SPC
150
Sigma Planning Corp
Michigan
$293K +$12.9K +411 +5%
4 5
6
7 8