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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.1M
2
RJA
2
Raymond James & Associates
Florida
$7.79M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$5.7M
4
CA
4
Cumberland Advisors
Florida
$3.9M
5
Jane Street
5
Jane Street
New York
$6.79M

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 %
RW
51
Rand Wealth
Maryland
$1.41M 16,572 +1,779 +12%
GW
52
GW & Wade
Massachusetts
$1.35M 16,065 -261 -2%
WCM
53
Wisconsin Capital Management
Wisconsin
$1.2M 14,338 +75 +0.5%
B
54
Baird
Wisconsin
$1.11M 13,294 +1,834 +16%
CASB
55
Cape Ann Savings Bank
Massachusetts
$1.09M 12,975 -320 -2%
AIM
56
Aspen Investment Management
Michigan
$1.04M 12,430 +380 +3%
CWM
57
Concert Wealth Management
California
$1.03M 12,317 -229 -2%
HighTower Advisors
58
HighTower Advisors
Illinois
$977K 11,666 +6,394 +121%
CBN
59
Cadence Bank NA
Texas
$927K 11,077 -92 -0.8%
ALA
60
Atherton Lane Advisers
California
$909K 10,855 -150 -1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$879K 10,501 -3,505 -25%
PAG
62
Private Advisor Group
New Jersey
$844K 10,084 +290 +3%
CA
63
Cetera Advisors
Colorado
$820K 9,810 -755 -7%
SCA
64
Stillwater Capital Advisors
Pennsylvania
$801K 9,560 – –
CANC
65
Culbertson A N & Co
Virginia
$773K 9,230 +375 +4%
NFG
66
NewFocus Financial Group
Washington
$741K 8,844 +8,844 New
SC
67
SouthState Corp
Florida
$740K 8,842 +152 +2%
CAN
68
Cetera Advisor Networks
California
$706K 8,446 -2,849 -25%
HHGA
69
Halbert Hargrove Global Advisors
California
$647K 7,731 – –
ST
70
Spinnaker Trust
Maine
$624K 7,456 +214 +3%
FA
71
FCG Advisors
New Jersey
$601K 7,179 +7,179 New
PG
72
Patten Group
Tennessee
$596K 7,121 +7,121 New
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$577K 6,900 – –
RT
74
Reliance Trust
Georgia
$569K 6,800 +6,800 New
DWM
75
Destination Wealth Management
California
$568K 6,780 +755 +13%
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3
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