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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

107 hedge funds and large institutions have $490M invested in WisdomTree US MidCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
12
Increased
52
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$74.8M
3
ONB
3
Old National Bancorp
Indiana
$5.25M
4
Wells Fargo
4
Wells Fargo
California
$41.9M
5
PMG
5
ProVise Management Group
Florida
$4.35M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$9.08M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.63M
3
FNBOO
3
First National Bank of Omaha
Nebraska
$0
4
SB
4
Suntrust Banks
Georgia
$302K
5
UCFA
5
United Capital Financial Advisors
Texas
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SVA Wealth Management
Wisconsin
$3.37M +$499K +18,330 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.18M +$155K +5,697 +5%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.05M -$30.6K -1,125 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3M +$218K +8,022 +8%
BFG
30
Beacon Financial Group
Texas
$2.74M +$89.7K +3,306 +3%
FCI
31
Financial Counselors Inc
Kansas
$2.68M +$387K +14,229 +17%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.26M +$813K +29,883 +56%
RJA
33
Raymond James & Associates
Florida
$2.22M +$249K +9,138 +13%
MFS
34
MSI Financial Services
Massachusetts
$2.2M +$99.1K +3,639 +5%
AIG
35
American International Group
New York
$2.14M +$576K +21,165 +37%
SF
36
Synovus Financial
Georgia
$2.14M +$189K +6,945 +10%
NES
37
New England Securities
New York
$2.09M +$78.6K +2,889 +4%
VFS
38
VSR Financial Services
Kansas
$1.73M +$217K +7,968 +14%
SG Americas Securities
39
SG Americas Securities
New York
$1.71M +$1.71M +62,832 New
Invesco
40
Invesco
Georgia
$1.6M +$132K +4,848 +9%
Jane Street
41
Jane Street
New York
$1.54M +$899K +33,006 +141%
AT
42
Arden Trust
Delaware
$1.49M -$102K -3,756 -6%
CAN
43
Cetera Advisor Networks
California
$1.32M +$94.2K +3,465 +8%
RW
44
Rand Wealth
Maryland
$1.18M +$126K +4,644 +12%
WCM
45
Wisconsin Capital Management
Wisconsin
$1.18M +$4.08K +150 +0.3%
AP
46
Advisors Preferred
Maryland
$1.06M +$1.06M +39,009 New
CASB
47
Cape Ann Savings Bank
Massachusetts
$1.05M +$1.05M +38,616 New
GW
48
GW & Wade
Massachusetts
$990K +$39.2K +1,440 +4%
CWM
49
Concert Wealth Management
California
$923K -$16.3K -618 -2%
CBN
50
Cadence Bank NA
Texas
$919K +$210K +7,710 +30%
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