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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
HNB
2
Huntington National Bank
Ohio
$15.2M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
TA
4
TMD & Associates
Arizona
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$121K +$19.9K +636 +20%
JIC
177
Joel Isaacson & Co
New York
$94K – – –
HPBT
178
High Point Bank & Trust
North Carolina
$86K +$86K +2,733 New
CAL
179
Capital Advisors Ltd
Ohio
$65K – – –
YWP
180
YorkBridge Wealth Partners
New York
$65K +$65K +2,067 New
UBS AM
181
UBS AM
Illinois
$47K +$47K +1,500 New
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
AIM
183
Advantage Investment Management
Iowa
$33K – – –
BFEC
184
Benjamin F. Edwards & Company
Missouri
$33K +$18.9K +600 +133%
CTB
185
Country Trust Bank
Illinois
$32K – – –
WEC
186
Winslow Evans & Crocker
Massachusetts
$31.1K -$6.61K -210 -18%
WOC
187
West Oak Capital
California
$30.7K – – –
BC
188
Bartlett & Co
Ohio
$17K -$6.31K -195 -27%
VNA
189
Valley National Advisers
Pennsylvania
$15K – – –
GRP
190
Global Retirement Partners
California
$8K +$8K +240 New
KF
191
Krilogy Financial
Missouri
$4K -$12.3K -342 -75%
AA
192
Advisory Alpha
Michigan
$3K -$56.7K -1,587 -95%
PWM
193
Perigon Wealth Management
California
$3K – – –
PMFA
194
Plante Moran Financial Advisors
Michigan
$3K +$3K +87 New
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
AIS
196
Accurate Investment Solutions
Pennsylvania
$2K – – –
AWM
197
Avior Wealth Management
Nebraska
$2K +$95 +3 +5%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +63 New
MWM
199
Merriman Wealth Management
Washington
– -$8.82M -291,195 Closed
JFA
200
Johanson Financial Advisors
California
– -$1.34M -44,265 Closed
5 6 7
8
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