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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

260 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
33
Increased
101
Reduced
89
Closed
16
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$247K

Top Buyers

1
IWA
Inspirion Wealth Advisors
Illinois
+$10.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.94M
3
Creative Planning
Creative Planning
Kansas
+$3.01M
4
CRC
Curi RMB Capital
Illinois
+$2.75M
5
SIA
Starfire Investment Advisers
Michigan
+$2.57M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
-$62.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.5M
3
HNB
Huntington National Bank
Ohio
-$19.3M
4
Jane Street
Jane Street
New York
-$7.75M
5
Wells Fargo
Wells Fargo
California
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
176
Pinnacle Financial Partners
Tennessee
$328K +$69.5K +2,031 +27%
GFPC
177
Global Financial Private Capital
Florida
$321K +$3.58K +105 +1%
BCAM
178
Boston Common Asset Management
Massachusetts
$307K +$307K +9,000 New
JIC
179
Johnson Investment Counsel
Ohio
$306K -$147K -4,302 -32%
Brown Advisory
180
Brown Advisory
Maryland
$299K +$7.16K +210 +2%
KFA
181
Kelleher Financial Advisors
New York
$288K -$24.8K -727 -8%
OC
182
Oakworth Capital
Alabama
$286K – – –
MBT
183
Montecito Bank & Trust
California
$282K -$64.5K -1,889 -19%
GWM
184
Geneos Wealth Management
Colorado
$280K -$21.6K -635 -7%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$267K -$4.64K -136 -2%
EAM
186
Evanson Asset Management
California
$263K +$2.01K +59 +0.8%
BHTS
187
Bar Harbor Trust Services
Maine
$262K -$40.2K -1,179 -13%
SCM
188
SOL Capital Management
Maryland
$256K – – –
TFCP
189
Twin Focus Capital Partners
Massachusetts
$256K +$256K +7,496 New
PA
190
PFG Advisors
Arizona
$252K -$6.21K -182 -2%
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$245K -$10.2K -300 -4%
TWM
192
Titus Wealth Management
California
$243K +$243K +6,467 New
AP
193
Advisor Partners
California
$235K +$4.5K +132 +2%
BWA
194
BDO Wealth Advisors
Florida
$221K +$221K +6,463 New
1IA
195
1834 Investment Advisors
Wisconsin
$220K +$62.9K +1,842 +40%
RA
196
RFG Advisory
Alabama
$214K +$214K +6,278 New
BOS
197
Bingham Osborn & Scarborough
California
$208K – – –
KIA
198
KCM Investment Advisors
California
$200K -$25.4K -745 -11%
LWS
199
Lucia Wealth Services
California
$188K +$188K +5,500 New
WP
200
WealthShield Partners
North Carolina
$178K +$55.7K +1,632 +46%
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8
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