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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 %
JIC
176
Johnson Investment Counsel
Ohio
$332K +$221 +6 +0.1%
GFPC
177
Global Financial Private Capital
Florida
$331K +$70.9K +1,921 +27%
BSW
178
Buckingham Strategic Wealth
Missouri
$315K +$315K +8,532 New
KFA
179
Kelleher Financial Advisors
New York
$309K +$309K +8,399 New
OC
180
Oakworth Capital
Alabama
$307K – – –
William Blair & Company
181
William Blair & Company
Illinois
$303K -$20.3K -550 -6%
MBT
182
Montecito Bank & Trust
California
$300K -$4.02K -109 -1%
SCM
183
Shelton Capital Management
Colorado
$294K -$18K -488 -6%
FFS
184
Founders Financial Securities
Maryland
$293K +$293K +7,951 New
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$291K +$1.26K +34 +0.4%
HHGA
186
Halbert Hargrove Global Advisors
California
$287K -$114K -3,107 -28%
EAM
187
Evanson Asset Management
California
$287K +$1.18K +32 +0.4%
TWM
188
Titus Wealth Management
California
$283K -$16.3K -442 -5%
SCM
189
SOL Capital Management
Maryland
$277K – – –
BHTS
190
Bar Harbor Trust Services
Maine
$277K – – –
TFCP
191
Twin Focus Capital Partners
Massachusetts
$276K – – –
AP
192
Advisor Partners
California
$272K +$53.3K +1,448 +24%
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$266K – – –
NFG
194
Next Financial Group
Texas
$265K -$1.14M -30,917 -81%
MA
195
MCF Advisors
Kentucky
$258K – – –
CFGS
196
Concourse Financial Group Securities
Alabama
$256K +$256K +6,933 New
QAM
197
QCI Asset Management
New York
$255K +$255K +6,903 New
AWM
198
AE Wealth Management
Kansas
$253K +$253K +6,862 New
1IA
199
1834 Investment Advisors
Wisconsin
$245K – – –
PA
200
PFG Advisors
Arizona
$243K -$8.52K -248 -3%
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8
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