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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEIRG
151
New England Investment & Retirement Group
Massachusetts
$527K -$2.25K -61 -0.4%
WI
152
Wintrust Investments
Illinois
$513K – – –
Northern Trust
153
Northern Trust
Illinois
$504K -$92.3K -2,500 -15%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$501K +$74 +2 +0%
AA
155
Ancora Advisors
Ohio
$489K – – –
SPC
156
Sigma Planning Corp
Michigan
$488K +$8K +217 +2%
Citigroup
157
Citigroup
New York
$486K +$37 +1 +0%
RT
158
Reliance Trust
Georgia
$485K -$86.7K -2,350 -15%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$471K +$105K +2,853 +29%
AWA
160
Arete Wealth Advisors
Illinois
$463K -$150K -4,075 -25%
Brown Advisory
161
Brown Advisory
Maryland
$444K +$205K +5,552 +86%
BC
162
Barnett & Company
Tennessee
$441K – – –
OC
163
Oppenheimer & Co
New York
$436K -$3.1K -84 -0.7%
GWM
164
Geneos Wealth Management
Colorado
$424K -$5.23K -142 -1%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$416K -$1.91K -52 -0.5%
LFAS
166
Level Four Advisory Services
Texas
$412K – – –
MHS
167
M Holdings Securities
Oregon
$408K -$11.6K -314 -3%
Mariner
168
Mariner
Kansas
$408K +$67K +1,818 +20%
IWM
169
IHT Wealth Management
Illinois
$406K +$148 +4 +0%
BHB
170
Bank Hapoalim BM
Israel
$400K -$23.2K -630 -5%
MOS
171
MGO One Seven
Ohio
$397K +$397K +10,774 New
US Bancorp
172
US Bancorp
Minnesota
$376K -$4.44K -120 -1%
CCP
173
Corient Capital Partners
California
$356K – – –
PFP
174
Pinnacle Financial Partners
Tennessee
$353K +$1.03K +28 +0.3%
HT
175
Heritage Trust
Oklahoma
$336K +$79.7K +2,159 +31%
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