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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

154 hedge funds and large institutions have $719M invested in WisdomTree US MidCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
18
Increased
47
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Noven Financial Group
Colorado
+$14.7M
2
CCP
Cardan Capital Partners
Colorado
+$4.38M
3
SWM
SVA Wealth Management
Wisconsin
+$3.08M
4
SG Americas Securities
SG Americas Securities
New York
+$2.54M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$9.14M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$8.88M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$6.98M
5
HNB
Huntington National Bank
Ohio
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.3M -$11.3M -394,353 -11%
Bank of America
2
Bank of America
North Carolina
$62.6M -$3.81M -132,789 -6%
LW
3
Linscomb Wealth
Texas
$60.1M +$630K +21,960 +1%
UBS Group
4
UBS Group
Switzerland
$54.5M -$9.14M -318,591 -14%
Wells Fargo
5
Wells Fargo
California
$44.1M -$1.28M -44,757 -3%
LPL Financial
6
LPL Financial
California
$34.2M -$1.4M -49,560 -4%
Ameriprise
7
Ameriprise
Minnesota
$30.9M -$1.64M -56,913 -5%
Creative Planning
8
Creative Planning
Kansas
$25.3M -$1.35M -46,878 -5%
PFM
9
Parsec Financial Management
North Carolina
$23.4M +$1.48M +51,411 +7%
SWM
10
SVA Wealth Management
Wisconsin
$16.7M +$3.08M +107,370 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.5M +$2.44M +84,936 +17%
NFG
12
Noven Financial Group
Colorado
$14.7M +$14.7M +512,586 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14M -$2.61M -90,867 -16%
CCP
14
Cardan Capital Partners
Colorado
$12.3M +$4.38M +152,511 +55%
JWM
15
Jacobus Wealth Management
Wisconsin
$10.4M +$58.1K +2,025 +0.6%
RJA
16
Raymond James & Associates
Florida
$8.94M +$80.9K +2,817 +0.9%
NFG
17
NewFocus Financial Group
Washington
$8.67M +$787K +27,414 +10%
LYV
18
Live Your Vision
Pennsylvania
$8.52M -$146K -5,088 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.41M +$30.4K +1,059 +0.4%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$8.11M -$584K -20,331 -7%
PMG
21
ProVise Management Group
Florida
$7.21M -$144K -5,016 -2%
SEIA
22
Signature Estate & Investment Advisors
California
$6.06M +$661K +23,034 +12%
NEIRG
23
New England Investment & Retirement Group
Massachusetts
$5.6M -$6.98M -243,147 -55%
HNB
24
Huntington National Bank
Ohio
$5.56M -$6.34M – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5.54M -$560K -19,506 -9%
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