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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$146M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.4M
3
TSS
3
Two Sigma Securities
New York
$3.92M
4
LPL Financial
4
LPL Financial
California
$44.6M
5
Wells Fargo
5
Wells Fargo
California
$83.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$153M
4
UBS Group
4
UBS Group
Switzerland
$86.6M
5
Bank of America
5
Bank of America
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$390K +$5.3K +159 +1%
LI
152
LVZ Inc
Michigan
$382K -$117K -3,510 -23%
NPC
153
National Planning Corporation
California
$364K -$246K -7,374 -40%
MBT
154
Montecito Bank & Trust
California
$358K -$899 -27 -0.3%
GLA
155
Great Lakes Advisors
Illinois
$349K -$600 -18 -0.2%
CCP
156
Corient Capital Partners
California
$322K – – –
SG Americas Securities
157
SG Americas Securities
New York
$296K +$296K +8,880 New
CBU
158
CIBC Bank USA
Illinois
$295K – – –
VC
159
Vicus Capital
Pennsylvania
$293K +$800 +24 +0.3%
GWM
160
Geneos Wealth Management
Colorado
$290K -$36.8K -1,104 -11%
Citigroup
161
Citigroup
New York
$287K +$10.1K +303 +4%
Brown Advisory
162
Brown Advisory
Maryland
$285K – – –
OC
163
Oakworth Capital
Alabama
$269K – – –
GFPC
164
Global Financial Private Capital
Florida
$267K +$267K +8,010 New
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$264K +$264K +7,923 New
EAM
166
Evanson Asset Management
California
$254K +$254K +7,614 New
BBPWM
167
Blue Bell Private Wealth Management
Pennsylvania
$250K – – –
SCM
168
SOL Capital Management
Maryland
$250K – – –
VA
169
Valmark Advisers
Ohio
$243K +$3.4K +102 +1%
US Bancorp
170
US Bancorp
Minnesota
$243K +$10K +300 +4%
HCA
171
Harbour Capital Advisors
Virginia
$242K -$57.4K -1,725 -19%
PFP
172
Pinnacle Financial Partners
Tennessee
$234K -$199 -6 -0.1%
KIA
173
KCM Investment Advisors
California
$220K +$199 +6 +0.1%
IWM
174
IHT Wealth Management
Illinois
$205K +$9.35K +279 +5%
CFA
175
Carroll Financial Associates
North Carolina
$192K -$3.52K -105 -2%
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