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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
151
Wintrust Investments
Illinois
$498K +$498K +13,913 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$487K +$36 +1 +0%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$477K +$21K +587 +5%
AA
154
Ancora Advisors
Ohio
$474K – – –
Citigroup
155
Citigroup
New York
$471K +$10.3K +287 +2%
SPC
156
Sigma Planning Corp
Michigan
$466K +$12.1K +339 +3%
BC
157
Barnett & Company
Tennessee
$428K – – –
OC
158
Oppenheimer & Co
New York
$426K -$1.9K -53 -0.4%
GWM
159
Geneos Wealth Management
Colorado
$417K +$122K +3,420 +42%
BHB
160
Bank Hapoalim BM
Israel
$411K -$22K -615 -5%
RA
161
RFG Advisory
Alabama
$410K +$185K +5,177 +82%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$409K -$32K -889 -7%
MHS
163
M Holdings Securities
Oregon
$407K -$11.6K -323 -3%
LFAS
164
Level Four Advisory Services
Texas
$400K -$39.6K -1,104 -9%
IWM
165
IHT Wealth Management
Illinois
$394K +$2.86K +80 +0.7%
HHGA
166
Halbert Hargrove Global Advisors
California
$390K – – –
US Bancorp
167
US Bancorp
Minnesota
$368K -$116K -3,246 -24%
KFGK
168
Keystone Financial Group (Kentucky)
Kentucky
$356K -$8.99K -252 -2%
CCP
169
Corient Capital Partners
California
$346K – – –
PFP
170
Pinnacle Financial Partners
Tennessee
$341K -$1.72K -48 -0.5%
VDI
171
Vaughan David Investments
Illinois
$340K -$115K -3,215 -25%
Mariner
172
Mariner
Kansas
$331K +$331K +9,251 New
JIC
173
Johnson Investment Counsel
Ohio
$322K +$1.5K +42 +0.5%
William Blair & Company
174
William Blair & Company
Illinois
$314K -$243K -6,775 -44%
SCM
175
Shelton Capital Management
Colorado
$303K -$190K -5,310 -39%
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