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WisdomTree US MidCap Dividend Fund

104 hedge funds and large institutions have $418M invested in WisdomTree US MidCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
10
Increased
47
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
76
Advisory Alpha
Michigan
$297K -$9.4K -366 -3%
SAM
77
SignalPoint Asset Management
Missouri
$294K -$32.3K -1,257 -10%
VC
78
Vicus Capital
Pennsylvania
$290K +$4.4K +171 +2%
NPC
79
National Planning Corporation
California
$282K -$27.4K -1,056 -9%
GLRA
80
Gerald L. Ray & Associates
Texas
$270K
EFS
81
Essex Financial Services
Connecticut
$262K +$262K +10,200 New
KFP
82
Keystone Financial Planning
Ohio
$258K
DADC
83
D.A. Davidson & Co
Montana
$238K
PMG
84
ProVise Management Group
Florida
$233K +$233K +9,075 New
HCA
85
Harbour Capital Advisors
Virginia
$222K +$3.86K +150 +2%
Truist Financial
86
Truist Financial
North Carolina
$222K +$222K +8,640 New
1GA
87
1st Global Advisors
Texas
$218K
ICAS
88
Investors Capital Advisory Services
Massachusetts
$216K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$209K +$154 +6 +0.1%
HCP
90
Holt Capital Partners
Texas
$181K +$11.6K +450 +7%
WA
91
WFG Advisors
Texas
$180K -$1.39K -54 -0.8%
BRWA
92
B. Riley Wealth Advisors
Florida
$172K +$42.4K +1,650 +33%
Citigroup
93
Citigroup
New York
$132K +$7.76K +303 +6%
MA
94
MCF Advisors
Kentucky
$122K
BPBT
95
Boston Private Bank & Trust
Massachusetts
$101K +$101K +3,924 New
US Bancorp
96
US Bancorp
Minnesota
$94K
TCOV
97
Trust Company of Vermont
Vermont
$58K
PAS
98
Partnervest Advisory Services
California
$53K +$23.2K +909 +78%
CFA
99
Carroll Financial Associates
North Carolina
$50K
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$48K