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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$16.6M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$7.12M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
-$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.73M
5
CCP
Cardan Capital Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Advisory Alpha
Michigan
$3K – – –
GI
202
Gradient Investments
Minnesota
$3K +$3K +84 New
NCM
203
New Capital Management
Texas
$3K +$3K +105 New
AWM
204
Avior Wealth Management
Nebraska
$2K – – –
MSFP
205
Mark Sheptoff Financial Planning
Connecticut
$2K +$95 +3 +5%
AIS
206
Accurate Investment Solutions
Pennsylvania
$2K +$77 +3 +4%
SEI Investments
207
SEI Investments
Pennsylvania
$2K +$2K +54 New
Citadel Advisors
208
Citadel Advisors
Florida
– -$4.3M -136,638 Closed
FTUS
209
Flow Traders U.S.
New York
– -$2.41M -76,644 Closed
PCM
210
Pointe Capital Management
Michigan
– -$2.03M -64,581 Closed
BWP
211
BSW Wealth Partners
Colorado
– -$1.02M -32,322 Closed
GWM
212
Greenwich Wealth Management
Connecticut
– -$612K -19,440 Closed
PP
213
PagnatoKarp Partners
Virginia
– -$286K -9,078 Closed
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
– -$219K -6,963 Closed
Millennium Management
215
Millennium Management
New York
– -$211K -6,708 Closed
UB
216
UMB Bank
Missouri
– -$208K -6,600 Closed
JIC
217
Joel Isaacson & Co
New York
– -$94K -3,000 Closed
VNA
218
Valley National Advisers
Pennsylvania
– -$15K -465 Closed
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
– -$2K -63 Closed
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