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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$169M
2
CRC
Curi RMB Capital
Illinois
$9.29M
3
LPL Financial
LPL Financial
California
$52.3M
4
Jane Street
Jane Street
New York
$9.45M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19.3M
2
Bank of America
Bank of America
North Carolina
$139M
3
LYV
Live Your Vision
Pennsylvania
$2.36M
4
LW
Linscomb Wealth
Texas
$65.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Chemical Bank
Michigan
$706K +$186K +5,278 +36%
PG
127
Patten Group
Tennessee
$679K +$4.94K +140 +0.7%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$660K +$90K +2,551 +16%
WIA
129
Wealthstreet Investment Advisors
Texas
$635K +$635K +18,000 New
RT
130
Reliance Trust
Georgia
$624K -$42.4K -1,200 -6%
SCA
131
Stokes Capital Advisors
South Carolina
$607K +$607K +17,202 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$596K -$1.21M -34,141 -67%
CTC
133
Central Trust Company
Missouri
$596K -$72.2K -2,044 -11%
CAL
134
Capital Advisors Ltd
Ohio
$596K +$71 +2 +0%
SPC
135
Sigma Planning Corp
Michigan
$594K +$117K +3,318 +25%
HFA
136
HC Financial Advisors
California
$583K +$583K +16,527 New
DWT
137
Dorsey & Whitney Trust
South Dakota
$577K +$145K +4,100 +33%
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$572K +$572K +16,530 New
IFWM
139
Institute for Wealth Management
Colorado
$556K +$556K +15,734 New
SWP
140
Stratos Wealth Partners
Ohio
$541K -$18.4K -523 -3%
FIM
141
Freedom Investment Management
Connecticut
$527K -$53.7K -1,522 -9%
SAM
142
SignalPoint Asset Management
Missouri
$521K +$2.15K +61 +0.4%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$510K +$38.4K +1,089 +8%
PWMAG
144
Pinnacle Wealth Management Advisory Group
New Jersey
$506K +$65.6K +1,860 +15%
AFP
145
Ausdal Financial Partners
Iowa
$500K -$16.4K -465 -3%
HHGA
146
Halbert Hargrove Global Advisors
California
$497K -$132K -3,744 -21%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$495K +$16K +453 +3%
DADC
148
D.A. Davidson & Co
Montana
$490K -$3.39K -96 -0.7%
JIC
149
Johnson Investment Counsel
Ohio
$468K +$468K +13,277 New
OC
150
Oppenheimer & Co
New York
$467K +$13.3K +376 +3%
4 5
6
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