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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $1.09B invested in WisdomTree US MidCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
28
Increased
96
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$82.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$102M
4
UBS Group
4
UBS Group
Switzerland
$75M
5
Wells Fargo
5
Wells Fargo
California
$68.3M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$15.3M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
TA
3
TMD & Associates
Arizona
$6.36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.26M
5
MBT
5
Montecito Bank & Trust
California
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 1,540,391 +178,735 +13%
Bank of America
2
Bank of America
North Carolina
$102M 1,082,319 +174,230 +19%
Ameriprise
3
Ameriprise
Minnesota
$82.6M 873,151 +259,944 +42%
UBS Group
4
UBS Group
Switzerland
$75M 794,531 +151,577 +24%
Wells Fargo
5
Wells Fargo
California
$68.3M 723,594 +75,168 +12%
LW
6
Linscomb Wealth
Texas
$65.4M 693,358 -3,049 -0.4%
Creative Planning
7
Creative Planning
Kansas
$29.9M 316,609 +3,303 +1%
LPL Financial
8
LPL Financial
California
$29.8M 313,838 +60,243 +24%
PFM
9
Parsec Financial Management
North Carolina
$26.5M 280,256 +2,479 +0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.5M 259,098 +35,837 +16%
SWM
11
SVA Wealth Management
Wisconsin
$21.7M 230,068 +13,556 +6%
RJA
12
Raymond James & Associates
Florida
$18.1M 191,397 +23,024 +14%
NFG
13
Noven Financial Group
Colorado
$15.3M 161,765 -235,511 -59%
HNB
14
Huntington National Bank
Ohio
– – – –
CCP
15
Cardan Capital Partners
Colorado
$14.9M 157,489 +3,968 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.5M 132,828 +15,286 +13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$12.3M 129,962 +11,369 +10%
JWM
18
Jacobus Wealth Management
Wisconsin
$11.2M 119,169 +4,146 +4%
Goldman Sachs
19
Goldman Sachs
New York
$10.4M 110,263 +23,254 +27%
NFG
20
NewFocus Financial Group
Washington
$10.4M 109,995 +3,449 +3%
UCFA
21
United Capital Financial Advisors
Texas
$10.1M 107,208 +1,020 +1%
PMG
22
ProVise Management Group
Florida
$9.56M 101,381 +10,758 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.38M 99,346 +31,868 +47%
LYV
24
Live Your Vision
Pennsylvania
$9.13M 96,775 +734 +0.8%
SEIA
25
Signature Estate & Investment Advisors
California
$8.26M 87,523 -11,897 -12%
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