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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$711K +$62.9K +1,755 +10%
VC
127
Vicus Capital
Pennsylvania
$704K +$199K +5,554 +39%
CB
128
Chemical Bank
Michigan
$681K -$19.2K -535 -3%
Jane Street
129
Jane Street
New York
$670K -$785K -21,933 -54%
IFWM
130
Institute for Wealth Management
Colorado
$667K +$4.54K +127 +0.7%
VSWA
131
Vontobel Swiss Wealth Advisors
Switzerland
$653K +$161K +4,500 +33%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$650K +$32.7K +912 +5%
WIA
133
Wealthstreet Investment Advisors
Texas
$644K – – –
SC
134
SouthState Corp
Florida
$635K -$33.6K -940 -5%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$634K +$162K +4,521 +34%
PG
136
Patten Group
Tennessee
$623K -$60.9K -1,700 -9%
CAL
137
Capital Advisors Ltd
Ohio
$622K +$19.7K +550 +3%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$620K -$39K -1,091 -6%
PWMAG
139
Pinnacle Wealth Management Advisory Group
New Jersey
$618K +$54.2K +1,513 +10%
HFA
140
HC Financial Advisors
California
$599K +$4.3K +120 +0.7%
AWA
141
Arete Wealth Advisors
Illinois
$595K +$595K +16,625 New
DWT
142
Dorsey & Whitney Trust
South Dakota
$586K – – –
TF
143
TIAA FSB
Florida
$584K -$67.2K -1,877 -10%
Northern Trust
144
Northern Trust
Illinois
$578K -$142K -3,969 -20%
RT
145
Reliance Trust
Georgia
$555K – – –
SAM
146
SignalPoint Asset Management
Missouri
$555K +$2.97K +83 +0.5%
AFP
147
Ausdal Financial Partners
Iowa
$553K – – –
CTC
148
Central Trust Company
Missouri
$551K -$47.3K -1,321 -8%
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$528K -$196K -5,471 -27%
NEIRG
150
New England Investment & Retirement Group
Massachusetts
$514K +$54K +1,508 +12%
4 5
6
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