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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

270 hedge funds and large institutions have $1.57B invested in WisdomTree US MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
26
Increased
104
Reduced
80
Closed
19
Calls
–
Puts
$277K
Net Calls
-$277K
Net Calls Change
-$277K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.36M
2
LPL Financial
LPL Financial
California
+$7.57M
3
Jane Street
Jane Street
New York
+$7.43M
4
CAC
Certified Advisory Corp
Florida
+$5.83M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$5.19M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$54.1M
2
HNB
Huntington National Bank
Ohio
-$22.7M
3
Ameriprise
Ameriprise
Minnesota
-$11.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.84M
5
BCM
Brookstone Capital Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$161M -$11.2M -297,178 -6%
Morgan Stanley
2
Morgan Stanley
New York
$146M +$9.36M +253,677 +7%
Bank of America
3
Bank of America
North Carolina
$140M +$3.98M +108,000 +3%
UBS Group
4
UBS Group
Switzerland
$104M +$4.84M +131,320 +5%
Wells Fargo
5
Wells Fargo
California
$75M +$1.12M +30,366 +2%
LPL Financial
6
LPL Financial
California
$68.5M +$7.57M +205,230 +12%
LW
7
Linscomb Wealth
Texas
$65.1M -$258K -7,003 -0.4%
Creative Planning
8
Creative Planning
Kansas
$49.7M +$661K +17,929 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$40.2M +$1.56M +42,206 +4%
SWM
10
SVA Wealth Management
Wisconsin
$39.7M +$2.06M +55,850 +5%
PFM
11
Parsec Financial Management
North Carolina
$37.2M +$934K +25,331 +3%
RJA
12
Raymond James & Associates
Florida
$29.4M +$1.03M +27,924 +4%
HNB
13
Huntington National Bank
Ohio
$29M -$22.7M – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$24.3M +$289K +7,837 +1%
NFG
15
Noven Financial Group
Colorado
$24M +$1.37M +37,020 +6%
IWA
16
Inspirion Wealth Advisors
Illinois
$20.7M +$707K +19,168 +4%
PMG
17
ProVise Management Group
Florida
$15.9M -$239K -6,491 -1%
CCP
18
Cardan Capital Partners
Colorado
$15.7M -$184K -4,991 -1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$15.4M +$185K +5,028 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13.7M +$739K +20,030 +6%
UCFA
21
United Capital Financial Advisors
Texas
$13.1M +$265K +7,199 +2%
CWM
22
Cornerstone Wealth Management
Missouri
$13.1M +$434K +43,507 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.9M +$1.08M +29,361 +9%
CRC
24
Curi RMB Capital
Illinois
$12.7M -$113K -3,065 -0.9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$12.2M +$425K +11,584 +4%
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