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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

99 hedge funds and large institutions have $378M invested in WisdomTree US MidCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
25
Increased
45
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$58M
2
Bank of America
2
Bank of America
North Carolina
$34.1M
3
LW
3
Linscomb Wealth
Texas
$50.3M
4
U
4
UBS
Switzerland
$35.9M
5
Creative Planning
5
Creative Planning
Kansas
$12.7M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.45M
3
Deutsche Bank
3
Deutsche Bank
Germany
$773K
4
AIP
4
ARS Investment Partners
New York
$506K
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$2.28M +$183K +7,395 +9%
SWM
27
SVA Wealth Management
Wisconsin
$2M +$2M +80,283 New
FCI
28
Financial Counselors Inc
Kansas
$1.89M +$156K +6,288 +9%
SF
29
Synovus Financial
Georgia
$1.86M -$16.5K -663 -0.9%
NES
30
New England Securities
New York
$1.73M +$389K +15,651 +29%
MFS
31
MSI Financial Services
Massachusetts
$1.68M +$320K +12,876 +23%
RJA
32
Raymond James & Associates
Florida
$1.54M +$222K +8,925 +17%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.47M +$1.47M +58,923 New
VFS
34
VSR Financial Services
Kansas
$1.43M +$185K +7,419 +15%
AIG
35
American International Group
New York
$1.4M -$109K -4,401 -7%
AT
36
Arden Trust
Delaware
$1.29M +$1.29M +51,909 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.22M +$436K +17,520 +56%
Invesco
38
Invesco
Georgia
$1.13M +$39K +1,569 +4%
CAN
39
Cetera Advisor Networks
California
$1.12M +$26.1K +1,044 +2%
SB
40
Suntrust Banks
Georgia
$1.03M -$41.3K -1,662 -4%
WCM
41
Wisconsin Capital Management
Wisconsin
$1.03M +$26.1K +1,050 +3%
CWM
42
Concert Wealth Management
California
$919K +$29.3K +1,185 +3%
GW
43
GW & Wade
Massachusetts
$836K +$27.7K +1,113 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$773K -$2.55M -102,672 -77%
AIM
45
Aspen Investment Management
Michigan
$762K +$11.2K +450 +1%
SCA
46
Stillwater Capital Advisors
Pennsylvania
$732K – – –
RW
47
Rand Wealth
Maryland
$696K +$696K +28,002 New
B
48
Baird
Wisconsin
$688K +$66.9K +2,691 +11%
FA
49
FDx Advisors
Illinois
$672K +$18K +723 +3%
CBN
50
Cadence Bank NA
Texas
$671K -$1.27K -51 -0.2%
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