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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

153 hedge funds and large institutions have $704M invested in WisdomTree US MidCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
22
Increased
58
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.12M
4
Ameriprise
4
Ameriprise
Minnesota
$30.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.54M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$6.34M
2
SI
2
SII Investments
Wisconsin
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$2.91M
4
Bank of America
4
Bank of America
North Carolina
$62.1M
5
ONB
5
Old National Bancorp
Indiana
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.88M +$611K +22,773 +48%
Jane Street
52
Jane Street
New York
$1.86M +$1.86M +69,186 New
VFS
53
VSR Financial Services
Kansas
$1.76M +$30.2K +1,125 +2%
CSA
54
Cottage Street Advisors
Massachusetts
$1.68M +$1.68M +60,750 New
RW
55
Rand Wealth
Maryland
$1.62M +$56.9K +2,121 +4%
CANC
56
Culbertson A N & Co
Virginia
$1.51M +$264K +9,855 +21%
CPIG
57
Chicago Partners Investment Group
Illinois
$1.48M +$1.28M +47,820 +645%
VC
58
Vestor Capital
Illinois
$1.48M -$63.2K -2,355 -4%
SIA
59
Starfire Investment Advisers
Michigan
$1.36M – – –
CWM
60
Concert Wealth Management
California
$1.36M +$54.6K +2,046 +4%
DWM
61
Destination Wealth Management
California
$1.35M +$285K +10,626 +27%
CASB
62
Cape Ann Savings Bank
Massachusetts
$1.12M -$10.2K -381 -0.9%
GW
63
GW & Wade
Massachusetts
$1.12M -$29.4K -1,095 -3%
AIM
64
Aspen Investment Management
Michigan
$1.09M +$8.05K +300 +0.7%
CA
65
Cetera Advisors
Colorado
$1.09M +$255K +9,510 +31%
UCFA
66
United Capital Financial Advisors
Texas
$1.09M +$165K +6,159 +18%
PAG
67
Private Advisor Group
New Jersey
$1.05M +$104K +3,879 +11%
Invesco
68
Invesco
Georgia
$1.01M -$131K -4,890 -11%
BRWA
69
B. Riley Wealth Advisors
Florida
$876K +$387K +14,433 +79%
SCA
70
Stillwater Capital Advisors
Pennsylvania
$872K – – –
HighTower Advisors
71
HighTower Advisors
Illinois
$852K -$316K -11,766 -27%
ALA
72
Atherton Lane Advisers
California
$832K -$4.43K -165 -0.5%
HFS
73
HL Financial Services
Kentucky
$766K +$126K +4,710 +20%
ST
74
Spinnaker Trust
Maine
$680K -$257K -9,561 -27%
BTS
75
BB&T Securities
Virginia
$659K +$104K +3,864 +19%
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3
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