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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.

New
Increased
Maintained
Reduced
Closed
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 %
GLRA
76
Gerald L. Ray & Associates
Texas
$261K – – –
KFP
77
Keystone Financial Planning
Ohio
$249K +$249K +10,032 New
DADC
78
D.A. Davidson & Co
Montana
$231K – – –
DWM
79
Destination Wealth Management
California
$217K +$217K +8,730 New
FAAS
80
First Allied Advisory Services
California
$211K -$78.9K -3,159 -27%
HCA
81
Harbour Capital Advisors
Virginia
$211K -$11.2K -450 -5%
1GA
82
1st Global Advisors
Texas
$211K +$211K +8,472 New
ICAS
83
Investors Capital Advisory Services
Massachusetts
$209K +$209K +8,415 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$202K -$239K -9,627 -54%
WA
85
WFG Advisors
Texas
$176K +$26.1K +1,050 +17%
HCP
86
Holt Capital Partners
Texas
$164K +$164K +6,585 New
BRWA
87
B. Riley Wealth Advisors
Florida
$125K +$125K +5,040 New
MA
88
MCF Advisors
Kentucky
$122K +$113K +4,404 +1,277%
Citigroup
89
Citigroup
New York
$121K +$5.46K +219 +5%
US Bancorp
90
US Bancorp
Minnesota
$91K – – –
ASN
91
Advisory Services Network
Georgia
$63K +$63K +2,550 New
TCOV
92
Trust Company of Vermont
Vermont
$56K +$56K +2,250 New
CFA
93
Carroll Financial Associates
North Carolina
$48K – – –
KTC
94
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
Barclays
95
Barclays
United Kingdom
$44K +$44K +1,800 New
PAS
96
Partnervest Advisory Services
California
$29K +$14.9K +600 +105%
BC
97
Bartlett & Co
Ohio
$18K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +300 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$1K +$1K +51 New
UCFA
100
United Capital Financial Advisors
Texas
– -$5.32M -229,533 Closed
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