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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $1.44B invested in WisdomTree US MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 2 reducing their positions, and 15 closing their positions.

Holders
246
Holders Change
+34
Holders Change %
+16.04%
% of All Funds
5.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
52
Increased
192
Reduced
2
Closed
15
Calls
–
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$415K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$164M
3
Bank of America
3
Bank of America
North Carolina
$139M
4
UBS Group
4
UBS Group
Switzerland
$94.2M
5
Wells Fargo
5
Wells Fargo
California
$87.7M

Top Sellers

1
TSS
1
Two Sigma Securities
New York
$0
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
SIA
3
Starfire Investment Advisers
Michigan
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
LYV
5
Live Your Vision
Pennsylvania
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$169M 4,784,100 +3,319,919 +227%
Morgan Stanley
2
Morgan Stanley
New York
$164M 4,648,266 +3,121,488 +204%
Bank of America
3
Bank of America
North Carolina
$139M 3,953,186 +2,532,520 +178%
UBS Group
4
UBS Group
Switzerland
$94.2M 2,670,956 +1,804,534 +208%
Wells Fargo
5
Wells Fargo
California
$87.7M 2,486,132 +1,654,112 +199%
LW
6
Linscomb Wealth
Texas
$65.9M 1,866,791 +1,184,703 +174%
LPL Financial
7
LPL Financial
California
$52.3M 1,482,251 +1,036,322 +232%
Creative Planning
8
Creative Planning
Kansas
$43.3M 1,227,236 +840,444 +217%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$33.3M 944,215 +641,869 +212%
PFM
10
Parsec Financial Management
North Carolina
$32.5M 920,749 +622,460 +209%
SWM
11
SVA Wealth Management
Wisconsin
$32.5M 920,081 +625,018 +212%
RJA
12
Raymond James & Associates
Florida
$24.6M 696,705 +446,373 +178%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.2M 600,385 +423,461 +239%
NFG
14
Noven Financial Group
Colorado
$19.6M 556,448 +372,683 +203%
HNB
15
Huntington National Bank
Ohio
– – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$15.2M 429,917 +325,932 +313%
PMG
17
ProVise Management Group
Florida
$14.9M 421,194 +281,374 +201%
CCP
18
Cardan Capital Partners
Colorado
$14M 396,822 +265,713 +203%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$13.3M 375,916 +249,085 +196%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$12.1M 342,799 +224,758 +190%
UCFA
21
United Capital Financial Advisors
Texas
$12M 340,131 +228,267 +204%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10.5M 297,881 +208,233 +232%
Jane Street
23
Jane Street
New York
$9.45M 267,930 +222,536 +490%
CRC
24
Curi RMB Capital
Illinois
$9.29M 263,244 +263,244 New
DWM
25
Destination Wealth Management
California
$9.28M 263,008 +175,858 +202%
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