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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $1.36B invested in WisdomTree US MidCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
6.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
50
Increased
100
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$110M
2
Bank of America
Bank of America
North Carolina
$133M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$14.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$19.8M
5
Morgan Stanley
Morgan Stanley
New York
$133M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$88.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.54M
3
HNB
Huntington National Bank
Ohio
$25.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
NFG
Noven Financial Group
Colorado
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
151
HC Financial Advisors
California
$500K -$25.4K -802 -5%
RA
152
RFG Advisory
Alabama
$496K -$9.26K -293 -2%
TF
153
TIAA FSB
Florida
$491K -$81.9K -2,588 -14%
AF
154
Apexium Financial
Texas
$483K +$483K +15,279 New
MBT
155
Montecito Bank & Trust
California
$479K +$222K +7,011 +86%
CTC
156
Central Trust Company
Missouri
$456K -$12.2K -385 -3%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$430K +$95 +3 +0%
LFAS
158
Level Four Advisory Services
Texas
$422K +$69.3K +2,193 +20%
NEIRG
159
New England Investment & Retirement Group
Massachusetts
$419K -$32.5K -1,028 -7%
MOS
160
MGO One Seven
Ohio
$417K +$76.8K +2,431 +23%
GIA
161
Gladstone Institutional Advisory
Florida
$412K +$412K +13,030 New
AA
162
Ancora Advisors
Ohio
$411K -$8.83K -279 -2%
AAS
163
Avantax Advisory Services
Texas
$406K +$406K +12,784 New
Citigroup
164
Citigroup
New York
$404K -$13K -411 -3%
SPC
165
Sigma Planning Corp
Michigan
$401K -$17.6K -555 -4%
BFG
166
Beacon Financial Group
Texas
$400K -$5.69M -219,655 -93%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$398K -$1.86M -58,747 -82%
FAAS
168
First Allied Advisory Services
California
$395K -$341K -10,813 -46%
AWA
169
Arete Wealth Advisors
Illinois
$394K -$3.17K -100 -0.8%
KFGK
170
Keystone Financial Group (Kentucky)
Kentucky
$392K -$13.9K -439 -3%
BC
171
Barnett & Company
Tennessee
$378K – – –
US Bancorp
172
US Bancorp
Minnesota
$378K +$56.9K +1,800 +18%
OC
173
Oppenheimer & Co
New York
$374K +$63 +2 +0%
WIA
174
Wealthstreet Investment Advisors
Texas
$362K -$259K -7,500 -42%
RT
175
Reliance Trust
Georgia
$362K -$53.8K -1,700 -13%
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