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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 %
CANC
51
Culbertson A N & Co
Virginia
$658K -$35.8K -1,440 -5%
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$656K – – –
OC
53
Oppenheimer & Co
New York
$641K +$641K +25,758 New
SC
54
SouthState Corp
Florida
$598K +$2.24K +90 +0.4%
CA
55
Cetera Advisors
Colorado
$579K +$579K +23,307 New
HHGA
56
Halbert Hargrove Global Advisors
California
$577K – – –
PAG
57
Private Advisor Group
New Jersey
$524K +$524K +21,081 New
AIP
58
ARS Investment Partners
New York
$506K -$1.02M -40,881 -67%
PP
59
Patten & Patten
Tennessee
$482K +$11.2K +450 +2%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$453K – – –
GLA
61
Great Lakes Advisors
Illinois
$419K +$419K +16,848 New
FNBT
62
FineMark National Bank & Trust
Florida
$414K – – –
AA
63
Ancora Advisors
Ohio
$360K +$35.6K +1,431 +11%
Jane Street
64
Jane Street
New York
$356K +$356K +14,313 New
IT
65
Investors Trust
Texas
$347K +$347K +14,349 New
FIM
66
Freedom Investment Management
Connecticut
$332K -$10.4K -420 -3%
SAM
67
SignalPoint Asset Management
Missouri
$316K +$2.99K +120 +1%
BSB
68
Bangor Savings Bank
Maine
$306K +$306K +12,300 New
BC
69
Barnett & Company
Tennessee
$297K +$6.71K +270 +2%
AA
70
Advisory Alpha
Michigan
$297K +$297K +11,931 New
NPC
71
National Planning Corporation
California
$296K +$7.44K +300 +3%
FAAM
72
First Allied Asset Management
California
$290K +$290K +11,667 New
MIH
73
Madison Investment Holdings
Wisconsin
$289K – – –
VC
74
Vicus Capital
Pennsylvania
$276K +$276K +11,112 New
BIA
75
Biondo Investment Advisors
Pennsylvania
$265K +$24.2K +975 +10%
1 2
3
4 5