DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
96
Reduced
66
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$169M
2
CRC
Curi RMB Capital
Illinois
$9.29M
3
LPL Financial
LPL Financial
California
$52.3M
4
Jane Street
Jane Street
New York
$9.45M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19.3M
2
Bank of America
Bank of America
North Carolina
$139M
3
LYV
Live Your Vision
Pennsylvania
$2.36M
4
LW
Linscomb Wealth
Texas
$65.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Ancora Advisors
Ohio
$462K – – –
WSTAM
152
Wilbanks Smith & Thomas Asset Management
Virginia
$456K +$456K +12,935 New
SCM
153
Shelton Capital Management
Colorado
$451K +$30.4K +860 +7%
VDI
154
Vaughan David Investments
Illinois
$449K -$87.4K -2,475 -16%
NEIRG
155
New England Investment & Retirement Group
Massachusetts
$445K +$18.4K +521 +4%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$438K – – –
LFAS
157
Level Four Advisory Services
Texas
$430K – – –
Citigroup
158
Citigroup
New York
$429K +$125K +3,545 +41%
BC
159
Barnett & Company
Tennessee
$422K – – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$417K -$19.3K -546 -4%
VC
161
Vicus Capital
Pennsylvania
$414K +$104K +2,937 +33%
MHS
162
M Holdings Securities
Oregon
$410K -$2.96K -84 -0.7%
MOS
163
MGO One Seven
Ohio
$393K +$393K +11,127 New
IWM
164
IHT Wealth Management
Illinois
$388K +$169K +4,715 +77%
VSWA
165
Vontobel Swiss Wealth Advisors
Switzerland
$382K +$382K +10,875 New
LI
166
LVZ Inc
Michigan
$380K -$24.5K -694 -6%
FAIM
167
Financial Advocates Investment Management
Washington
$373K +$373K +10,563 New
GLA
168
Great Lakes Advisors
Illinois
$368K -$1.63K -46 -0.4%
MBT
169
Montecito Bank & Trust
California
$358K -$21.4K -606 -6%
TF
170
TIAA FSB
Florida
$357K +$357K +10,119 New
CCP
171
Corient Capital Partners
California
$340K – – –
GFPC
172
Global Financial Private Capital
Florida
$328K +$45.6K +1,295 +16%
KFA
173
Kelleher Financial Advisors
New York
$323K +$323K +9,180 New
FTUS
174
Flow Traders U.S.
New York
$315K +$315K +8,932 New
BHTS
175
Bar Harbor Trust Services
Maine
$313K -$403K -11,426 -56%
5 6
7
8 9