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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

129 hedge funds and large institutions have $594M invested in WisdomTree US MidCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
28
Increased
53
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.1M
3
RJA
3
Raymond James & Associates
Florida
$7.79M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.7M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$5.01M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.74M
3
Wells Fargo
3
Wells Fargo
California
$43.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$99.6M
5
LW
5
Linscomb Wealth
Texas
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TNBTD
76
Trustmark National Bank Trust Department
Mississippi
$565K 6,752 -800 -11%
GLA
77
Great Lakes Advisors
Illinois
$543K 6,487 +817 +14%
BIA
78
Biondo Investment Advisors
Pennsylvania
$517K 6,175 +370 +6%
OC
79
Oppenheimer & Co
New York
$507K 6,054 -143 -2%
GLRA
80
Gerald L. Ray & Associates
Texas
$502K 6,000 +1,500 +33%
FNBT
81
FineMark National Bank & Trust
Florida
$464K 5,550 – –
ICOA
82
Investment Centers of America
North Dakota
$453K 5,403 +609 +13%
NPC
83
National Planning Corporation
California
$452K 5,472 +1,198 +28%
EFS
84
Essex Financial Services
Connecticut
$431K 5,150 – –
AA
85
Ancora Advisors
Ohio
$404K 4,825 – –
FIM
86
Freedom Investment Management
Connecticut
$395K 4,714 -405 -8%
SAM
87
SignalPoint Asset Management
Missouri
$391K 4,674 +702 +18%
Northern Trust
88
Northern Trust
Illinois
$369K 4,408 +1,323 +43%
YP
89
Yellowstone Partners
Idaho
$360K 4,297 +892 +26%
BSB
90
Bangor Savings Bank
Maine
$343K 4,100 – –
BHB
91
Bank Hapoalim BM
Israel
$340K 4,065 +4,065 New
BC
92
Barnett & Company
Tennessee
$334K 3,985 – –
AA
93
Advisory Alpha
Michigan
$330K 3,942 -62 -2%
MIH
94
Madison Investment Holdings
Wisconsin
$320K 3,817 -58 -1%
ICAS
95
Investors Capital Advisory Services
Massachusetts
$314K 3,755 +950 +34%
MMA
96
Miracle Mile Advisors
California
$302K 3,605 +3,605 New
Goldman Sachs
97
Goldman Sachs
New York
$298K 3,554 +860 +32%
HCA
98
Harbour Capital Advisors
Virginia
$289K 3,450 +150 +5%
FPFS
99
First Personal Financial Services
North Carolina
$266K 3,184 +3,184 New
VC
100
Vicus Capital
Pennsylvania
$260K 3,100 -824 -21%
2 3
4
5 6