DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

265 hedge funds and large institutions have $1.46B invested in WisdomTree US MidCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
22
Increased
100
Reduced
85
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$34.7M
2
SWM
SVA Wealth Management
Wisconsin
+$26M
3
FCI
Financial Counselors Inc
Kansas
+$5.23M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.54M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.5M
3
Wells Fargo
Wells Fargo
California
-$9.95M
4
Bank of America
Bank of America
North Carolina
-$5.06M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$164M -$4.84M -134,994 -3%
Morgan Stanley
2
Morgan Stanley
New York
$132M -$11.5M -320,051 -8%
Bank of America
3
Bank of America
North Carolina
$132M -$5.06M -141,233 -4%
UBS Group
4
UBS Group
Switzerland
$96.7M -$1.59M -44,316 -2%
Wells Fargo
5
Wells Fargo
California
$71.7M -$9.95M -277,904 -12%
LW
6
Linscomb Wealth
Texas
$63.4M -$1.49M -41,671 -2%
LPL Financial
7
LPL Financial
California
$59.2M +$3.54M +98,932 +6%
Creative Planning
8
Creative Planning
Kansas
$47.6M +$508K +14,194 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$37.5M +$3.1M +86,459 +9%
SWM
10
SVA Wealth Management
Wisconsin
$36.6M +$26M +726,307 +246%
CWM
11
Cornerstone Wealth Management
Missouri
$35.7M +$34.7M +1,239,923 +3,638%
PFM
12
Parsec Financial Management
North Carolina
$35.2M +$790K +22,078 +2%
RJA
13
Raymond James & Associates
Florida
$27.6M +$1.87M +52,205 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.3M +$2.3M +64,294 +11%
HNB
15
Huntington National Bank
Ohio
$22.7M -$17.7M – –
NFG
16
Noven Financial Group
Colorado
$22M +$660K +18,426 +3%
IWA
17
Inspirion Wealth Advisors
Illinois
$19.4M +$500K +13,968 +3%
CCP
18
Cardan Capital Partners
Colorado
$15.4M -$429K -11,977 -3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$14.8M -$141K -3,940 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12.6M +$635K +17,734 +5%
UCFA
21
United Capital Financial Advisors
Texas
$12.5M -$52.4K -1,464 -0.4%
CRC
22
Curi RMB Capital
Illinois
$12.4M +$84.8K +2,370 +0.7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$11.5M +$773K +21,601 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.4M -$3.69M -103,089 -24%
AG
25
Advisor Group
Arizona
$9.67M +$2.92M +81,416 +43%
1
2 3 4 5