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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

136 hedge funds and large institutions have $700M invested in WisdomTree US MidCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
3.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
18
Increased
71
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
Bank of America
2
Bank of America
North Carolina
$63.7M
3
PFM
3
Parsec Financial Management
North Carolina
$14.5M
4
CA
4
Cumberland Advisors
Florida
$13.2M
5
Wells Fargo
5
Wells Fargo
California
$52.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$461K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BTS
4
BB&T Securities
Virginia
$7.26M
5
AT
5
Arden Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$5.56M +$5.56M +193,884 New
Stifel Financial
27
Stifel Financial
Missouri
$5.33M +$287K +10,002 +6%
C
28
CFO4Life
Texas
$5.27M +$2.28M +79,575 +76%
MFS
29
MSI Financial Services
Massachusetts
$5.23M +$2.9M +100,908 +124%
ONB
30
Old National Bancorp
Indiana
$4.96M -$348K -12,114 -7%
IWA
31
Inspirion Wealth Advisors
Illinois
$4.89M -$257K -8,958 -5%
DADC
32
D.A. Davidson & Co
Montana
$4.79M +$817K +28,488 +21%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.52M +$1.93M +67,422 +75%
BFG
34
Beacon Financial Group
Texas
$4.16M +$1.05M +36,273 +34%
FCI
35
Financial Counselors Inc
Kansas
$4.15M +$960K +33,453 +30%
BCI
36
Brinker Capital Investments
Pennsylvania
$4.04M +$251K +8,760 +7%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.8M -$114K -3,984 -3%
SF
38
Synovus Financial
Georgia
$3.68M +$525K +18,303 +17%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.4M +$165K +5,745 +5%
SI
40
SII Investments
Wisconsin
$3.32M +$272K +9,453 +9%
EWMCB
41
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.09M -$689 -24 -0%
AIG
42
American International Group
New York
$2.99M +$21.5K +750 +0.7%
SEIA
43
Signature Estate & Investment Advisors
California
$2.91M -$43.7K -1,524 -1%
MCM
44
MAI Capital Management
Ohio
$2.48M -$11.9K -414 -0.5%
Goldman Sachs
45
Goldman Sachs
New York
$2.34M +$2.03M +70,764 +664%
VFS
46
VSR Financial Services
Kansas
$2.23M +$504K +17,574 +29%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$2.02M +$38.9K +1,356 +2%
Invesco
48
Invesco
Georgia
$1.73M -$95.5K -3,327 -5%
RW
49
Rand Wealth
Maryland
$1.59M +$162K +5,640 +11%
SIA
50
Starfire Investment Advisers
Michigan
$1.56M +$1.56M +54,420 New
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