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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$290K +$5.57K +177 +2%
PP
152
PagnatoKarp Partners
Virginia
$286K +$286K +9,078 New
CBU
153
CIBC Bank USA
Illinois
$284K – – –
GWM
154
Geneos Wealth Management
Colorado
$271K -$377 -12 -0.1%
VC
155
Vicus Capital
Pennsylvania
$269K -$50.5K -1,605 -16%
OC
156
Oakworth Capital
Alabama
$259K – – –
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$255K -$37.8K -1,200 -13%
Northern Trust
158
Northern Trust
Illinois
$252K +$9.91K +315 +4%
1GA
159
1st Global Advisors
Texas
$247K – – –
SCM
160
SOL Capital Management
Maryland
$236K – – –
SWP
161
Stratos Wealth Partners
Ohio
$234K +$234K +7,437 New
VA
162
Valmark Advisers
Ohio
$221K -$116K -3,690 -34%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$219K +$97.7K +3,105 +80%
US Bancorp
164
US Bancorp
Minnesota
$211K -$18.8K -597 -8%
Millennium Management
165
Millennium Management
New York
$211K +$211K +6,708 New
UB
166
UMB Bank
Missouri
$208K -$42.3K -1,341 -17%
GA
167
Geneva Advisors
Illinois
$204K +$204K +6,495 New
CPIG
168
Chicago Partners Investment Group
Illinois
$198K +$18.6K +591 +10%
IWM
169
IHT Wealth Management
Illinois
$183K +$183K +5,778 New
WA
170
WFG Advisors
Texas
$175K -$39.3K -1,248 -18%
CFA
171
Carroll Financial Associates
North Carolina
$174K +$19.5K +621 +13%
MA
172
MCF Advisors
Kentucky
$149K – – –
FPFS
173
First Personal Financial Services
North Carolina
$141K -$35.7K -1,137 -20%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$122K – – –
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$122K +$122K +3,840 New
5 6
7
8 9