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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
126
Raymond James Trust
Florida
$781K -$14.4K -390 -2%
BIA
127
Biondo Investment Advisors
Pennsylvania
$776K -$32.1K -870 -4%
LNC
128
Lincoln National Corp
Pennsylvania
$773K -$301K -8,171 -28%
Renaissance Technologies
129
Renaissance Technologies
New York
$756K -$14.8K -400 -2%
VC
130
Vicus Capital
Pennsylvania
$748K +$22.1K +599 +3%
BRWA
131
B. Riley Wealth Advisors
Florida
$715K -$17.3K -468 -2%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$695K +$25.8K +699 +4%
CAL
133
Capital Advisors Ltd
Ohio
$689K +$48.6K +1,317 +8%
IFWM
134
Institute for Wealth Management
Colorado
$674K -$12.1K -330 -2%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$670K +$126K +3,413 +23%
TF
136
TIAA FSB
Florida
$668K +$65.9K +1,785 +11%
SS
137
Sunbelt Securities
Texas
$668K +$403K +10,918 +152%
WIA
138
Wealthstreet Investment Advisors
Texas
$664K – – –
SC
139
SouthState Corp
Florida
$654K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$632K -$6.75K -183 -1%
CB
141
Chemical Bank
Michigan
$631K -$69.8K -1,895 -10%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$622K -$14.4K -390 -2%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$614K -$38.7K -1,050 -6%
HFA
144
HC Financial Advisors
California
$612K -$4.68K -127 -0.8%
DWT
145
Dorsey & Whitney Trust
South Dakota
$603K – – –
PG
146
Patten Group
Tennessee
$599K -$42.4K -1,150 -7%
AFP
147
Ausdal Financial Partners
Iowa
$592K +$22.3K +606 +4%
SAM
148
SignalPoint Asset Management
Missouri
$591K +$19.3K +523 +3%
RA
149
RFG Advisory
Alabama
$590K +$167K +4,534 +40%
CTC
150
Central Trust Company
Missouri
$547K -$21K -570 -4%
4 5
6
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