DON icon

WisdomTree US MidCap Dividend Fund
DON

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 %
GWM
176
Geneos Wealth Management
Colorado
$362K +$2.16K +69 +0.6%
WWM
177
Western Wealth Management
Colorado
$360K +$360K +11,359 New
AIC
178
Ameritas Investment Company
Nebraska
$356K +$356K +11,249 New
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$355K -$2.97K -94 -0.8%
MHS
180
M Holdings Securities
Oregon
$351K +$1.33K +42 +0.4%
WI
181
Wintrust Investments
Illinois
$341K -$99.6K -3,145 -23%
SPIA
182
Steward Partners Investment Advisory
New York
$336K +$218K +6,902 +184%
BF
183
BOK Financial
Oklahoma
$331K +$331K +10,461 New
FHA
184
Flagship Harbor Advisors
Massachusetts
$326K +$138K +4,362 +73%
BHB
185
Bank Hapoalim BM
Israel
$316K -$27.2K -860 -8%
CCP
186
Corient Capital Partners
California
$305K – – –
PA
187
PFG Advisors
Arizona
$300K +$48K +1,348 +19%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$286K +$92.4K +2,919 +48%
JIC
189
Johnson Investment Counsel
Ohio
$285K +$221 +7 +0.1%
PWMAG
190
Pinnacle Wealth Management Advisory Group
New Jersey
$283K -$251K -7,930 -47%
WFM
191
Wolff Financial Management
Michigan
$282K +$282K +8,924 New
GFPC
192
Global Financial Private Capital
Florida
$276K -$8.04K -254 -3%
WIC
193
Whitegate Investment Counselors
New Hampshire
$276K +$276K +8,724 New
FFS
194
Founders Financial Securities
Maryland
$274K +$22.2K +700 +9%
BSW
195
Buckingham Strategic Wealth
Missouri
$270K – – –
TVAMP
196
Tennessee Valley Asset Management Partners
Tennessee
$266K +$266K +8,415 New
KFA
197
Kelleher Financial Advisors
New York
$265K – – –
OC
198
Oakworth Capital
Alabama
$263K +$63 +2 +0%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$260K +$10.9K +344 +4%
EAM
200
Evanson Asset Management
California
$249K +$2.56K +81 +1%
6 7
8
9 10