DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$16.6M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$7.12M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
-$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.73M
5
CCP
Cardan Capital Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$310K -$173K -5,319 -36%
HCA
152
Harbour Capital Advisors
Virginia
$307K – – –
CCMG
153
Clark Capital Management Group
Pennsylvania
$293K -$97.7K -3,000 -25%
CBU
154
CIBC Bank USA
Illinois
$288K -$5.17K -159 -2%
Citigroup
155
Citigroup
New York
$274K -$25.3K -780 -8%
OC
156
Oakworth Capital
Alabama
$271K -$98 -3 -0%
PA
157
Pinnacle Associates
New York
$267K +$267K +8,205 New
VC
158
Vicus Capital
Pennsylvania
$265K -$12.9K -396 -5%
SWP
159
Stratos Wealth Partners
Ohio
$265K +$23.3K +717 +10%
BBPWM
160
Blue Bell Private Wealth Management
Pennsylvania
$263K – – –
GA
161
Geneva Advisors
Illinois
$256K +$44.5K +1,368 +21%
1GA
162
1st Global Advisors
Texas
$255K – – –
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K -$1.01M -30,981 -80%
SCM
164
SOL Capital Management
Maryland
$244K – – –
Comerica Bank
165
Comerica Bank
Texas
$231K +$231K +7,020 New
VA
166
Valmark Advisers
Ohio
$230K +$1.75K +54 +0.8%
US Bancorp
167
US Bancorp
Minnesota
$227K +$8.59K +264 +4%
KIA
168
KCM Investment Advisors
California
$215K -$128K -3,930 -37%
SCM
169
Shelton Capital Management
Colorado
$211K +$211K +6,492 New
PPA
170
Parametric Portfolio Associates
Washington
$206K +$206K +6,324 New
FFW
171
Fusion Family Wealth
New York
$204K -$138K -4,245 -40%
Brown Advisory
172
Brown Advisory
Maryland
$204K +$204K +6,276 New
CFA
173
Carroll Financial Associates
North Carolina
$189K +$9.91K +306 +6%
IWM
174
IHT Wealth Management
Illinois
$187K +$1.06K +33 +0.6%
HA
175
Harfst & Associates
Wyoming
$170K +$170K +5,238 New
5 6
7
8 9