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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

107 hedge funds and large institutions have $490M invested in WisdomTree US MidCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
12
Increased
52
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$74.8M
3
ONB
3
Old National Bancorp
Indiana
$5.25M
4
Wells Fargo
4
Wells Fargo
California
$41.9M
5
PMG
5
ProVise Management Group
Florida
$4.35M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$9.08M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.63M
3
FNBOO
3
First National Bank of Omaha
Nebraska
$0
4
SB
4
Suntrust Banks
Georgia
$302K
5
UCFA
5
United Capital Financial Advisors
Texas
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
76
Bangor Savings Bank
Maine
$335K – – –
BC
77
Barnett & Company
Tennessee
$325K – – –
MIH
78
Madison Investment Holdings
Wisconsin
$316K – – –
VC
79
Vicus Capital
Pennsylvania
$314K +$7.34K +270 +2%
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$310K +$310K +11,400 New
SB
81
Suntrust Banks
Georgia
$302K -$852K -31,308 -74%
AA
82
Advisory Alpha
Michigan
$285K -$29.7K -1,092 -9%
EFS
83
Essex Financial Services
Connecticut
$278K – – –
SAM
84
SignalPoint Asset Management
Missouri
$276K -$34.8K -1,281 -11%
YP
85
Yellowstone Partners
Idaho
$274K +$274K +10,062 New
KFP
86
Keystone Financial Planning
Ohio
$273K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$254K +$31.6K +1,158 +14%
DADC
88
D.A. Davidson & Co
Montana
$253K – – –
HCP
89
Holt Capital Partners
Texas
$240K +$48.6K +1,785 +25%
ICAS
90
Investors Capital Advisory Services
Massachusetts
$229K – – –
SCM
91
SOL Capital Management
Maryland
$204K +$204K +7,500 New
1GA
92
1st Global Advisors
Texas
$201K -$29.2K -1,074 -13%
BRWA
93
B. Riley Wealth Advisors
Florida
$182K – – –
WA
94
WFG Advisors
Texas
$173K -$18.4K -675 -10%
Citigroup
95
Citigroup
New York
$140K – – –
MA
96
MCF Advisors
Kentucky
$122K – – –
US Bancorp
97
US Bancorp
Minnesota
$100K – – –
IT
98
Investors Trust
Texas
$62K -$329K -12,072 -84%
TCOV
99
Trust Company of Vermont
Vermont
$61K – – –
PAS
100
Partnervest Advisory Services
California
$57K +$82 +3 +0.1%
1 2 3
4
5