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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in WisdomTree US MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
25
Increased
102
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$16.6M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$7.12M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$15.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
-$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.73M
5
CCP
Cardan Capital Partners
Colorado
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$151M +$963K +29,613 +0.6%
Bank of America
2
Bank of America
North Carolina
$130M +$24.1M +742,257 +23%
Ameriprise
3
Ameriprise
Minnesota
$102M +$16.6M +509,679 +19%
UBS Group
4
UBS Group
Switzerland
$89.1M +$11.6M +358,320 +15%
Wells Fargo
5
Wells Fargo
California
$74M +$3.45M +105,969 +5%
LW
6
Linscomb Wealth
Texas
$68.3M +$722K +22,215 +1%
LPL Financial
7
LPL Financial
California
$37.2M +$6.74M +208,422 +22%
Creative Planning
8
Creative Planning
Kansas
$32.9M +$2.02M +62,112 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.9M +$19.3M +592,311 +199%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.9M +$2.63M +80,853 +10%
PFM
11
Parsec Financial Management
North Carolina
$27.9M +$554K +17,052 +2%
SWM
12
SVA Wealth Management
Wisconsin
$26M +$3.51M +108,015 +16%
RJA
13
Raymond James & Associates
Florida
$22.5M +$3.79M +116,547 +20%
HNB
14
Huntington National Bank
Ohio
$18.4M -$15.2M – –
NFG
15
Noven Financial Group
Colorado
$16.5M +$697K +21,435 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.6M +$2.69M +82,803 +21%
CCP
17
Cardan Capital Partners
Colorado
$12.6M -$2.71M -83,424 -18%
PMG
18
ProVise Management Group
Florida
$12.4M +$2.56M +78,777 +26%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$12M -$718K -22,095 -6%
JWM
20
Jacobus Wealth Management
Wisconsin
$11.8M +$145K +4,464 +1%
NFG
21
NewFocus Financial Group
Washington
$10.7M -$42.2K -1,299 -0.4%
UCFA
22
United Capital Financial Advisors
Texas
$10.5M +$82.4K +2,535 +0.8%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$9.85M +$1.57M +48,366 +19%
LYV
24
Live Your Vision
Pennsylvania
$9.54M +$102K +3,147 +1%
SEIA
25
Signature Estate & Investment Advisors
California
$8.85M +$314K +9,645 +4%
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