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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$110M
2
Bank of America
Bank of America
North Carolina
$133M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$14.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$19.8M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$88.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.54M
3
HNB
Huntington National Bank
Ohio
$25.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
NFG
Noven Financial Group
Colorado
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$850K -$116K -3,359 -12%
APA
127
American Portfolios Advisors
New York
$815K +$97.7K +3,088 +14%
William Blair & Company
128
William Blair & Company
Illinois
$788K -$40.3K -400 -5%
PA
129
Pinnacle Associates
New York
$785K -$138K -4,376 -15%
ICM
130
IMS Capital Management
Oregon
$761K +$761K +24,075 New
VSWA
131
Vontobel Swiss Wealth Advisors
Switzerland
$739K -$17.1K -550 -2%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$695K +$98.6K +3,118 +17%
RJT
133
Raymond James Trust
Florida
$688K +$18.7K +591 +3%
CFD
134
Creative Financial Designs
Indiana
$674K -$20.8K -658 -3%
BRWA
135
B. Riley Wealth Advisors
Florida
$671K +$57.9K +1,831 +9%
BIA
136
Biondo Investment Advisors
Pennsylvania
$642K -$23.4K -740 -4%
VC
137
Vicus Capital
Pennsylvania
$611K -$29.7K -939 -5%
CB
138
Chemical Bank
Michigan
$598K +$56.1K +1,773 +10%
IFWM
139
Institute for Wealth Management
Colorado
$595K +$15.6K +493 +3%
MGIA
140
Moneta Group Investment Advisors
Missouri
$577K +$577K +18,242 New
SAM
141
SignalPoint Asset Management
Missouri
$564K +$53.8K +1,691 +11%
SS
142
Sunbelt Securities
Texas
$563K -$9.49K -300 -2%
SC
143
SouthState Corp
Florida
$561K – – –
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$558K +$31.6K +1,000 +6%
HT
145
Heritage Trust
Oklahoma
$556K +$268K +8,469 +93%
WA
146
Wambolt & Associates
Colorado
$539K +$539K +17,053 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$521K -$21.2K -671 -4%
DWT
148
Dorsey & Whitney Trust
South Dakota
$517K – – –
LNC
149
Lincoln National Corp
Pennsylvania
$509K -$154K -4,863 -23%
PG
150
Patten Group
Tennessee
$508K -$6.33K -200 -1%
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