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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
5.44%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
21
Increased
103
Reduced
57
Closed
11
Calls
$440K
Puts
–
Net Calls
+$440K
Net Calls Change
+$440K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Bank of America
2
Bank of America
North Carolina
$144M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$9.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$158M
5
Wells Fargo
5
Wells Fargo
California
$79.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$21.8M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
NFG
4
NewFocus Financial Group
Washington
$5.1M
5
CFC
5
Coyle Financial Counsel
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
201
Financial Architects (New Jersey)
New Jersey
$29K – – –
MCIA
202
Mountain Capital Investment Advisors
Colorado
$26K +$26K +786 New
WOC
203
West Oak Capital
California
$19.6K – – –
LA
204
Legacy Advisors
Pennsylvania
$17K +$17K +525 New
BC
205
Bartlett & Co
Ohio
$13K -$3.47K -105 -21%
PMFA
206
Plante Moran Financial Advisors
Michigan
$12K +$3.5K +111 +41%
NSB
207
Norway Savings Bank
Maine
$11K – – –
GRP
208
Global Retirement Partners
California
$8K +$99 +3 +1%
SIAS
209
Shine Investment Advisory Services
Colorado
$8K +$8K +249 New
GI
210
Gradient Investments
Minnesota
$4K +$1.05K +30 +36%
AA
211
Advisory Alpha
Michigan
$3K – – –
AIS
212
Accurate Investment Solutions
Pennsylvania
$3K – – –
NCM
213
New Capital Management
Texas
$3K – – –
SEI Investments
214
SEI Investments
Pennsylvania
$3K +$1.2K +36 +67%
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$2K -$100 -3 -5%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +63 New
VCM
217
Vivaldi Capital Management
Illinois
$415 +$415 +12,750 New
IWM
218
IHT Wealth Management
Illinois
$1 – +30 +0.5%
IAA
219
Independent Advisor Alliance
North Carolina
– -$7.12M -221,400 Closed
CFC
220
Coyle Financial Counsel
Illinois
– -$3.37M -103,566 Closed
SG Americas Securities
221
SG Americas Securities
New York
– -$1.42M -43,527 Closed
JWM
222
Jackson Wealth Management
Florida
– -$1.36M -41,997 Closed
CG
223
CFO4Life Group
Texas
– -$704K -21,651 Closed
CCMG
224
Clark Capital Management Group
Pennsylvania
– -$293K -9,000 Closed
Comerica Bank
225
Comerica Bank
Texas
– -$231K -7,020 Closed
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