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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

129 hedge funds and large institutions have $594M invested in WisdomTree US MidCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
28
Increased
53
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.1M
3
RJA
3
Raymond James & Associates
Florida
$7.79M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.7M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$5.01M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.74M
3
Wells Fargo
3
Wells Fargo
California
$43.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$99.6M
5
LW
5
Linscomb Wealth
Texas
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
26
Parsec Financial Management
North Carolina
$4.14M 49,491 +1,668 +3%
CA
27
Cumberland Advisors
Florida
$3.9M 46,565 +46,565 New
DADC
28
D.A. Davidson & Co
Montana
$3.87M 46,188 +43,088 +1,390%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.81M 45,506 -6,173 -12%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.74M 44,645 -32,137 -42%
BCI
31
Brinker Capital Investments
Pennsylvania
$3.69M 44,058 +1,085 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.15M 37,615 -133 -0.4%
FCI
33
Financial Counselors Inc
Kansas
$3.1M 37,055 +1,771 +5%
SF
34
Synovus Financial
Georgia
$3.07M 36,674 +5,842 +19%
BFG
35
Beacon Financial Group
Texas
$3.04M 35,960 +782 +2%
EWMCB
36
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3M 35,866 +35,866 New
SI
37
SII Investments
Wisconsin
$2.97M 35,406 +35,406 New
C
38
CFO4Life
Texas
$2.91M 34,734 +34,734 New
AIG
39
American International Group
New York
$2.88M 34,450 +3,175 +10%
SEIA
40
Signature Estate & Investment Advisors
California
$2.88M 34,338 +3,039 +10%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.51M 30,027 +2,246 +8%
NES
42
New England Securities
New York
$2.46M 29,392 +1,341 +5%
MCM
43
MAI Capital Management
Ohio
$2.42M 28,929 +28,929 New
MFS
44
MSI Financial Services
Massachusetts
$2.27M 27,135 -95 -0.3%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.1M 25,080 -4,683 -16%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.93M 22,997 +22,997 New
HNB
47
Huntington National Bank
Ohio
– – – –
Invesco
48
Invesco
Georgia
$1.77M 21,143 -687 -3%
VFS
49
VSR Financial Services
Kansas
$1.68M 20,085 -1,860 -8%
AT
50
Arden Trust
Delaware
$1.58M 18,823 +210 +1%
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