DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

310 hedge funds and large institutions have $1.89B invested in WisdomTree US MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
28
Increased
135
Reduced
94
Closed
17
Calls
$269K
Puts
$203K
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.26M
2
CAN
Cetera Advisor Networks
California
+$3.57M
3
AG
Advisor Group
Arizona
+$3.26M
4
AWM
AE Wealth Management
Kansas
+$3.05M
5
SS
Simplicity Solutions
Minnesota
+$2.98M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$28.6M
2
TFA
Transamerica Financial Advisors
Florida
-$7.69M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.66M
4
Morgan Stanley
Morgan Stanley
New York
-$5.04M
5
UBS Group
UBS Group
Switzerland
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
126
White Pine Investment Company
Michigan
$1.16M +$195K +5,380 +20%
ONB
127
Old National Bancorp
Indiana
$1.14M -$83.7K -2,304 -7%
ICM
128
IMS Capital Management
Oregon
$1.13M +$131K +3,604 +13%
APA
129
American Portfolios Advisors
New York
$1.06M +$52.9K +1,457 +5%
WT
130
Whittier Trust
California
$1.06M – – –
TFS
131
Thoroughbred Financial Services
Tennessee
$1.06M +$1.06M +29,218 New
PSF
132
Pacific Sun Financial
California
$1.06M +$47.9K +1,320 +5%
SFG
133
StrategIQ Financial Group
Indiana
$1.06M -$7.41K -204 -0.7%
CSA
134
Cottage Street Advisors
Massachusetts
$1.04M +$399 +11 +0%
SS
135
Sunbelt Securities
Texas
$1.04M +$412K +11,337 +65%
NFG
136
Nations Financial Group
Iowa
$1.03M – – –
CFGS
137
Concourse Financial Group Securities
Alabama
$1.01M -$1.74M -47,978 -63%
TNB
138
TCF National Bank
South Dakota
$996K +$996K +27,425 New
PCS
139
Personal CFO Solutions
New Jersey
$953K +$953K +26,259 New
AAS
140
Avantax Advisory Services
Texas
$946K +$381K +10,502 +67%
VC
141
Vicus Capital
Pennsylvania
$945K +$39.5K +1,087 +4%
VFA
142
Voya Financial Advisors
Connecticut
$939K +$44.1K +1,220 +5%
Invesco
143
Invesco
Georgia
$928K -$36.7K -1,010 -4%
FHA
144
Flagship Harbor Advisors
Massachusetts
$912K +$156K +4,300 +21%
HA
145
Harborview Advisors
Maine
$874K -$77.7K -2,141 -8%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$855K +$67.5K +1,859 +9%
RJT
147
Raymond James Trust
Florida
$842K +$145 +4 +0%
CF
148
Centaurus Financial
California
$821K -$323K -8,886 -28%
IFWM
149
Institute for Wealth Management
Colorado
$818K -$17.9K -494 -2%
BIA
150
Biondo Investment Advisors
Pennsylvania
$757K -$14.2K -390 -2%
4 5
6
7 8