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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

104 hedge funds and large institutions have $418M invested in WisdomTree US MidCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
10
Increased
47
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$16.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.23M
4
Wells Fargo
4
Wells Fargo
California
$35M
5
Creative Planning
5
Creative Planning
Kansas
$15.9M

Top Sellers

1
SI
1
Stephens Inc
Arkansas
$0
2
Bank of America
2
Bank of America
North Carolina
$32.4M
3
U
3
UBS
Switzerland
$34.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$555K
5
PFM
5
Parsec Financial Management
North Carolina
$3.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SVA Wealth Management
Wisconsin
$2.71M +$649K +25,263 +31%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.62M +$185K +7,212 +8%
BFG
28
Beacon Financial Group
Texas
$2.48M +$146K +5,778 +6%
FCI
29
Financial Counselors Inc
Kansas
$2.17M +$217K +8,457 +11%
MFS
30
MSI Financial Services
Massachusetts
$1.98M +$242K +9,414 +14%
NES
31
New England Securities
New York
$1.9M +$113K +4,395 +6%
RJA
32
Raymond James & Associates
Florida
$1.86M +$268K +10,446 +17%
SF
33
Synovus Financial
Georgia
$1.84M -$82.4K -3,210 -4%
AT
34
Arden Trust
Delaware
$1.5M +$166K +6,456 +12%
AIG
35
American International Group
New York
$1.48M +$31K +1,206 +2%
VFS
36
VSR Financial Services
Kansas
$1.43M -$47.9K -1,866 -3%
Invesco
37
Invesco
Georgia
$1.38M +$214K +8,319 +18%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.36M +$103K +4,017 +8%
FNBOO
39
First National Bank of Omaha
Nebraska
$1.2M +$1.2M +46,845 New
CAN
40
Cetera Advisor Networks
California
$1.16M +$2.24K +87 +0.2%
WCM
41
Wisconsin Capital Management
Wisconsin
$1.11M +$45.5K +1,770 +4%
SB
42
Suntrust Banks
Georgia
$1.09M +$23.6K +921 +2%
RW
43
Rand Wealth
Maryland
$992K +$273K +10,620 +38%
CWM
44
Concert Wealth Management
California
$907K -$36.4K -1,431 -4%
GW
45
GW & Wade
Massachusetts
$897K +$33.1K +1,290 +4%
AIM
46
Aspen Investment Management
Michigan
$805K +$17K +663 +2%
SCA
47
Stillwater Capital Advisors
Pennsylvania
$756K – – –
FA
48
FDx Advisors
Illinois
$700K +$5.86K +228 +0.8%
B
49
Baird
Wisconsin
$688K -$22.2K -864 -3%
CANC
50
Culbertson A N & Co
Virginia
$682K +$3.08K +120 +0.5%
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