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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthShield Partners
North Carolina
$187K – – –
ADL
202
Asset Dedication LLC
California
$179K – – –
CFA
203
Carroll Financial Associates
North Carolina
$151K – – –
AIP
204
Ameritas Investment Partners
Nebraska
$135K +$36 +1 +0%
PFA
205
Pathway Financial Advisors
Vermont
$121K – – –
ASN
206
Advisory Services Network
Georgia
$108K -$21.3K -585 -16%
FPFS
207
First Personal Financial Services
North Carolina
$106K – – –
IP
208
Intellectus Partners
California
$105K – – –
AWA
209
Acorn Wealth Advisors
Michigan
$105K +$499 +14 +0.5%
UBS AM
210
UBS AM
Illinois
$101K +$45.8K +1,280 +83%
SPIA
211
Steward Partners Investment Advisory
New York
$81K +$16.8K +470 +26%
RCG
212
Ruggie Capital Group
Florida
$72K – – –
SWP
213
Strategic Wealth Partners
Ohio
$72K +$1.67K +47 +2%
WOC
214
West Oak Capital
California
$71.6K – – –
BCA
215
Bay Colony Advisors
Massachusetts
$62K +$62K +1,719 New
WTC
216
WhitTier Trust Company
Nevada
$61K – – –
GRP
217
Global Retirement Partners
California
$60K +$51.2K +1,425 +582%
MA
218
MUFG Americas
New York
$57K – – –
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$83.8K -2,327 -60%
RFC
220
Regions Financial Corp
Alabama
$50K -$10.6K -300 -18%
FLI
221
Family Legacy Inc
South Carolina
$50K +$50K +1,383 New
PGA
222
Premia Global Advisors
Florida
$49K – – –
YWP
223
YorkBridge Wealth Partners
New York
$49K – – –
BBHC
224
Brown Brothers Harriman & Co
New York
$45K – – –
OIA
225
Optimum Investment Advisors
Illinois
$44K +$217 +6 +0.5%
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9
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