DON icon

WisdomTree US MidCap Dividend Fund
DON

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 %
OC
176
Oakworth Capital
Alabama
$298K – – –
MBT
177
Montecito Bank & Trust
California
$295K – – –
TWM
178
Titus Wealth Management
California
$290K +$58.5K +1,635 +25%
PA
179
Paracle Advisors
Washington
$290K +$290K +8,126 New
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$281K +$1.07K +30 +0.4%
EAM
181
Evanson Asset Management
California
$278K +$1.26K +35 +0.5%
APCM
182
Alaska Permanent Capital Management
Alaska
$274K +$274K +7,665 New
BHTS
183
Bar Harbor Trust Services
Maine
$268K -$6.86K -192 -2%
TFCP
184
Twin Focus Capital Partners
Massachusetts
$268K – – –
SCM
185
SOL Capital Management
Maryland
$268K – – –
PA
186
PFG Advisors
Arizona
$262K -$2.33K -65 -0.9%
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$258K – – –
SS
188
Sunbelt Securities
Texas
$257K +$257K +7,187 New
GFPC
189
Global Financial Private Capital
Florida
$252K -$84.4K -2,360 -25%
MA
190
MCF Advisors
Kentucky
$250K +$80K +2,234 +47%
HT
191
Heritage Trust
Oklahoma
$248K +$244K +6,827 +5,989%
1IA
192
1834 Investment Advisors
Wisconsin
$238K +$7.34K +205 +3%
LWS
193
Lucia Wealth Services
California
$236K +$39.3K +1,100 +20%
Brown Advisory
194
Brown Advisory
Maryland
$232K -$81.7K -2,283 -26%
BWA
195
BDO Wealth Advisors
Florida
$230K -$1.47K -41 -0.6%
KIA
196
KCM Investment Advisors
California
$224K +$13.6K +379 +6%
BOS
197
Bingham Osborn & Scarborough
California
$218K – – –
SEI Investments
198
SEI Investments
Pennsylvania
$216K +$81.3K +2,267 +60%
AP
199
Advisor Partners
California
$213K -$34.1K -952 -14%
FHA
200
Flagship Harbor Advisors
Massachusetts
$213K +$213K +5,968 New
6 7
8
9 10