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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in WisdomTree US MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
5.29%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
14
Increased
87
Reduced
78
Closed
16
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
-$60K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$146M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.4M
3
TSS
3
Two Sigma Securities
New York
$3.92M
4
YP
4
Yellowstone Partners
Idaho
$3.79M
5
LPL Financial
5
LPL Financial
California
$44.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
UBS Group
3
UBS Group
Switzerland
$86.6M
4
Bank of America
4
Bank of America
North Carolina
$142M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$153M 1,526,778 -86,585 -5%
Ameriprise
2
Ameriprise
Minnesota
$146M 1,464,181 +165,971 +13%
Bank of America
3
Bank of America
North Carolina
$142M 1,420,666 -49,133 -3%
UBS Group
4
UBS Group
Switzerland
$86.6M 866,422 -72,029 -8%
Wells Fargo
5
Wells Fargo
California
$83.2M 832,020 +18,232 +2%
LW
6
Linscomb Wealth
Texas
$68.2M 682,088 -15,097 -2%
LPL Financial
7
LPL Financial
California
$44.6M 445,929 +36,371 +9%
Creative Planning
8
Creative Planning
Kansas
$38.7M 386,792 +16,977 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$30.2M 302,346 +5,159 +2%
PFM
10
Parsec Financial Management
North Carolina
$29.8M 298,289 +2,158 +0.7%
SWM
11
SVA Wealth Management
Wisconsin
$29.5M 295,063 +12,837 +5%
RJA
12
Raymond James & Associates
Florida
$25M 250,332 -653 -0.3%
HNB
13
Huntington National Bank
Ohio
– – – –
NFG
14
Noven Financial Group
Colorado
$18.4M 183,765 +9,725 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$17.7M 176,924 +9,870 +6%
PMG
16
ProVise Management Group
Florida
$14M 139,820 +4,444 +3%
CCP
17
Cardan Capital Partners
Colorado
$13.1M 131,109 -1,378 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$12.7M 126,831 +3,660 +3%
JWM
19
Jacobus Wealth Management
Wisconsin
$12.4M 123,915 -1,663 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.2M 121,955 -101,032 -45%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$11.8M 118,041 +11,450 +11%
UCFA
22
United Capital Financial Advisors
Texas
$11.2M 111,864 +2,759 +3%
LYV
23
Live Your Vision
Pennsylvania
$10.4M 104,256 +1,834 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.4M 103,985 +52,913 +104%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.96M 89,648 +4,078 +5%
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