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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
5.44%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
21
Increased
103
Reduced
57
Closed
11
Calls
$440K
Puts
–
Net Calls
+$440K
Net Calls Change
+$440K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Bank of America
2
Bank of America
North Carolina
$144M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$9.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$158M
5
Wells Fargo
5
Wells Fargo
California
$79.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$21.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
NFG
3
NewFocus Financial Group
Washington
$5.1M
4
CFC
4
Coyle Financial Counsel
Illinois
$0
5
CAI
5
Capital Advisors Inc
Oklahoma
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$158M 1,613,363 +63,101 +4%
Bank of America
2
Bank of America
North Carolina
$144M 1,469,799 +140,061 +11%
Ameriprise
3
Ameriprise
Minnesota
$127M 1,298,210 +255,166 +24%
UBS Group
4
UBS Group
Switzerland
$91.7M 938,451 +24,480 +3%
Wells Fargo
5
Wells Fargo
California
$79.5M 813,788 +54,871 +7%
LW
6
Linscomb Wealth
Texas
$68.2M 697,185 -3,578 -0.5%
LPL Financial
7
LPL Financial
California
$40M 409,558 +26,246 +7%
Creative Planning
8
Creative Planning
Kansas
$36.2M 369,815 +32,502 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$29.1M 297,187 +11,138 +4%
PFM
10
Parsec Financial Management
North Carolina
$28.9M 296,131 +10,191 +4%
SWM
11
SVA Wealth Management
Wisconsin
$27.6M 282,226 +16,153 +6%
RJA
12
Raymond James & Associates
Florida
$24.5M 250,985 +20,739 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.8M 222,987 -73,796 -25%
HNB
14
Huntington National Bank
Ohio
– – – –
NFG
15
Noven Financial Group
Colorado
$17M 174,040 +5,130 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$16.3M 167,054 +6,625 +4%
PMG
17
ProVise Management Group
Florida
$13.2M 135,376 +7,736 +6%
CCP
18
Cardan Capital Partners
Colorado
$13M 132,487 +2,806 +2%
JWM
19
Jacobus Wealth Management
Wisconsin
$12.3M 125,578 +4,921 +4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$12M 123,171 +574 +0.5%
UCFA
21
United Capital Financial Advisors
Texas
$10.7M 109,105 +1,052 +1%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$10.4M 106,591 +5,549 +5%
LYV
23
Live Your Vision
Pennsylvania
$10.1M 102,422 +4,598 +5%
MML Investors Services
24
MML Investors Services
Massachusetts
$9.64M 98,591 +98,591 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.37M 85,570 -1,545 -2%
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