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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

167 hedge funds and large institutions have $799M invested in WisdomTree US MidCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
167
Holders Change
+13
Holders Change %
+8.44%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
19
Increased
80
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Ameriprise
2
Ameriprise
Minnesota
$41.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$9.15M
4
TA
4
TMD & Associates
Arizona
$7.37M
5
Wells Fargo
5
Wells Fargo
California
$51.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.63M
3
IA
3
IFP Advisors
Florida
$239K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 1,152,744 +115,208 +11%
Bank of America
2
Bank of America
North Carolina
$62.6M 699,301 -27,801 -4%
LW
3
Linscomb Wealth
Texas
$61.1M 683,101 -14,736 -2%
UBS Group
4
UBS Group
Switzerland
$57.3M 640,108 +7,705 +1%
Wells Fargo
5
Wells Fargo
California
$51.7M 577,264 +65,305 +13%
Ameriprise
6
Ameriprise
Minnesota
$41.7M 466,235 +109,753 +31%
Creative Planning
7
Creative Planning
Kansas
$27.4M 306,647 +13,121 +4%
PFM
8
Parsec Financial Management
North Carolina
$24.6M 274,304 +2,688 +1%
LPL Financial
9
LPL Financial
California
$20.1M 225,194 -179,325 -44%
NFG
10
Noven Financial Group
Colorado
$18.6M 208,021 +37,159 +22%
SWM
11
SVA Wealth Management
Wisconsin
$18.3M 204,465 +10,096 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.4M 194,613 +2,787 +1%
CCP
13
Cardan Capital Partners
Colorado
$13.3M 149,076 +6,193 +4%
RJA
14
Raymond James & Associates
Florida
$13.3M 148,103 +44,243 +43%
JWM
15
Jacobus Wealth Management
Wisconsin
$10.4M 115,848 -4,621 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.1M 112,625 +14,957 +15%
HNB
17
Huntington National Bank
Ohio
– – – –
NFG
18
NewFocus Financial Group
Washington
$9.49M 106,024 +5,330 +5%
UCFA
19
United Capital Financial Advisors
Texas
$9.15M 101,609 +85,671 +538%
LYV
20
Live Your Vision
Pennsylvania
$8.73M 97,483 -1,427 -1%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$7.91M 88,336 -5,827 -6%
PMG
22
ProVise Management Group
Florida
$7.88M 88,077 +4,367 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.63M 85,284 -77,607 -48%
TA
24
TMD & Associates
Arizona
$7.37M 82,365 +82,365 New
Goldman Sachs
25
Goldman Sachs
New York
$7.28M 81,347 +45,667 +128%
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