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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 %
B
51
Baird
Wisconsin
$1.3M +$155K +5,385 +14%
SG Americas Securities
52
SG Americas Securities
New York
$1.27M +$1.27M +44,187 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$1.23M +$329K +11,466 +36%
GW
54
GW & Wade
Massachusetts
$1.23M -$154K -5,373 -11%
CASB
55
Cape Ann Savings Bank
Massachusetts
$1.18M +$63.3K +2,205 +6%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.16M +$158K +5,502 +16%
CBN
57
Cadence Bank NA
Texas
$1.16M +$207K +7,206 +22%
CA
58
Cetera Advisors
Colorado
$984K +$141K +4,908 +17%
CANC
59
Culbertson A N & Co
Virginia
$984K +$189K +6,600 +24%
AIM
60
Aspen Investment Management
Michigan
$977K -$93.2K -3,246 -9%
ALA
61
Atherton Lane Advisers
California
$934K -$430 -15 -0%
CAN
62
Cetera Advisor Networks
California
$896K +$169K +5,871 +23%
ST
63
Spinnaker Trust
Maine
$863K +$221K +7,716 +34%
PAG
64
Private Advisor Group
New Jersey
$830K -$38K -1,326 -4%
SCA
65
Stillwater Capital Advisors
Pennsylvania
$823K – – –
SC
66
SouthState Corp
Florida
$731K -$30.3K -1,056 -4%
IPC
67
Independent Portfolio Consultants
Florida
$724K +$506K +17,610 +232%
DWM
68
Destination Wealth Management
California
$714K +$130K +4,536 +22%
BHTS
69
Bar Harbor Trust Services
Maine
$698K +$698K +24,345 New
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$687K +$106K +3,690 +18%
HHGA
71
Halbert Hargrove Global Advisors
California
$676K +$10.3K +360 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$639K +$372K +12,945 +139%
UCFA
73
United Capital Financial Advisors
Texas
$620K +$392K +13,860 +171%
PG
74
Patten Group
Tennessee
$619K +$5.34K +186 +0.9%
OC
75
Oppenheimer & Co
New York
$586K +$64.7K +2,253 +12%
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3
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