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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

306 hedge funds and large institutions have $1.79B invested in WisdomTree US MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+14
Holders Change %
+4.79%
% of All Funds
6.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
123
Reduced
87
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.4M
2
Bank of America
Bank of America
North Carolina
+$35.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$27.2M
4
SWM
SVA Wealth Management
Wisconsin
+$22.6M
5
CAN
Cetera Advisor Networks
California
+$15.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$25.5M
2
TFA
Transamerica Financial Advisors
Florida
-$5.03M
3
CC
Claybrook Capital
Massachusetts
-$3.14M
4
CI
CX Institutional
Indiana
-$3.14M
5
TA
TMD & Associates
Arizona
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$186M +$35.8M +999,706 +24%
Morgan Stanley
2
Morgan Stanley
New York
$166M +$15.3M +426,467 +10%
UBS Group
3
UBS Group
Switzerland
$128M +$3.96M +110,747 +3%
Ameriprise
4
Ameriprise
Minnesota
$112M +$11.9M +332,953 +12%
LPL Financial
5
LPL Financial
California
$87.4M +$14.8M +412,276 +20%
LW
6
Linscomb Wealth
Texas
$71.6M +$601K +16,781 +0.8%
SWM
7
SVA Wealth Management
Wisconsin
$62.7M +$22.6M +631,807 +56%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$54M +$53.4M +1,490,844 +8,445%
Wells Fargo
9
Wells Fargo
California
$52.6M +$367K +10,260 +0.7%
Creative Planning
10
Creative Planning
Kansas
$47.6M +$3.94M +110,041 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$38.4M +$1.79M +50,017 +5%
RJA
12
Raymond James & Associates
Florida
$38M +$8.68M +242,443 +30%
PFM
13
Parsec Financial Management
North Carolina
$37.7M +$745K +20,811 +2%
HNB
14
Huntington National Bank
Ohio
$28.8M -$25.5M – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$27.2M +$27.2M +759,126 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$26M +$3.64M +101,775 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23.2M +$6.73M +188,089 +41%
IWA
18
Inspirion Wealth Advisors
Illinois
$21.2M +$994K +27,764 +5%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$19.9M +$3.15M +87,389 +19%
FPIS
20
Financial Planning & Information Services
Wisconsin
$19.2M +$4.28M +119,689 +29%
RTC
21
Riverview Trust Company
Washington
$18.3M +$273K +7,634 +2%
CAN
22
Cetera Advisor Networks
California
$18.1M +$15.5M +433,985 +595%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$17.4M +$3.7M +103,403 +27%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$14.8M +$1.56M +43,563 +12%
PMG
25
ProVise Management Group
Florida
$14.4M -$244K -6,809 -2%
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