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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$146M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.4M
3
TSS
3
Two Sigma Securities
New York
$3.92M
4
LPL Financial
4
LPL Financial
California
$44.6M
5
Wells Fargo
5
Wells Fargo
California
$83.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$153M
4
UBS Group
4
UBS Group
Switzerland
$86.6M
5
Bank of America
5
Bank of America
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
201
Norway Savings Bank
Maine
$11K – – –
WEC
202
Winslow Evans & Crocker
Massachusetts
$10K -$23K -690 -70%
WCM
203
Wealthcare Capital Management
Virginia
$9K +$9K +273 New
SIAS
204
Shine Investment Advisory Services
Colorado
$8K – – –
GRP
205
Global Retirement Partners
California
$8K – – –
HT
206
Heritage Trust
Oklahoma
$6K +$6K +171 New
BF
207
BOK Financial
Oklahoma
$4K +$4K +111 New
AIS
208
Accurate Investment Solutions
Pennsylvania
$3K – – –
BlackRock
209
BlackRock
New York
$2K -$103K -2,946 -98%
AA
210
Advisory Alpha
Michigan
$2K -$800 -24 -29%
MSFP
211
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
SC
212
SouthState Corp
Florida
$687 +$8 +228 +1%
GWA
213
Guidant Wealth Advisors
Illinois
– -$1.86M -57,519 Closed
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
– -$1.73M -53,181 Closed
SCA
215
Stillwater Capital Advisors
Pennsylvania
– -$1.06M -32,538 Closed
CWM
216
Concert Wealth Management
California
– -$689K -21,036 Closed
FA
217
FCG Advisors
New Jersey
– -$400K -12,270 Closed
EFS
218
Essex Financial Services
Connecticut
– -$332K -10,200 Closed
BCAM
219
Boston Common Asset Management
Massachusetts
– -$293K -9,000 Closed
IFWM
220
Institute for Wealth Management
Colorado
– -$291K -8,970 Closed
AIP
221
Ahrens Investment Partners
Louisiana
– -$223K -6,834 Closed
BWA
222
BDO Wealth Advisors
Florida
– -$210K -6,444 Closed
HA
223
Harfst & Associates
Wyoming
– -$170K -5,238 Closed
NA
224
NewEdge Advisors
Louisiana
– -$86.2K -2,664 Closed
VWA
225
V Wealth Advisors
Kansas
– -$63K -1,920 Closed
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