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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

136 hedge funds and large institutions have $700M invested in WisdomTree US MidCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
3.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
18
Increased
71
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
Bank of America
2
Bank of America
North Carolina
$63.7M
3
PFM
3
Parsec Financial Management
North Carolina
$14.5M
4
CA
4
Cumberland Advisors
Florida
$13.2M
5
Wells Fargo
5
Wells Fargo
California
$52.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$461K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BTS
4
BB&T Securities
Virginia
$7.26M
5
AT
5
Arden Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
76
Yellowstone Partners
Idaho
$586K +$216K +7,539 +58%
BHB
77
Bank Hapoalim BM
Israel
$575K +$225K +7,860 +64%
GLA
78
Great Lakes Advisors
Illinois
$572K +$13.3K +462 +2%
BIA
79
Biondo Investment Advisors
Pennsylvania
$556K +$24.5K +855 +5%
ICOA
80
Investment Centers of America
North Dakota
$545K +$78K +2,709 +17%
GLRA
81
Gerald L. Ray & Associates
Texas
$516K – – –
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$499K -$94.6K -3,300 -16%
SAM
83
SignalPoint Asset Management
Missouri
$465K +$62.3K +2,169 +15%
Jane Street
84
Jane Street
New York
$461K -$6.52M -227,079 -93%
HFS
85
HL Financial Services
Kentucky
$434K +$434K +15,126 New
MMA
86
Miracle Mile Advisors
California
$416K +$105K +3,630 +34%
AA
87
Ancora Advisors
Ohio
$415K -$404K -14,475 Closed
FIM
88
Freedom Investment Management
Connecticut
$412K +$6.11K +213 +2%
NPC
89
National Planning Corporation
California
$401K -$61.5K -2,184 -13%
CWM
90
Concert Wealth Management
California
$393K +$8.12K +780 +2%
AA
91
Advisory Alpha
Michigan
$392K +$52.5K +1,827 +15%
EFS
92
Essex Financial Services
Connecticut
$370K -$73.1K -2,550 -17%
TCM
93
Telos Capital Management
California
$368K +$368K +12,810 New
BSB
94
Bangor Savings Bank
Maine
$353K – – –
BRWA
95
B. Riley Wealth Advisors
Florida
$345K +$156K +5,463 +83%
BC
96
Barnett & Company
Tennessee
$343K – – –
Northern Trust
97
Northern Trust
Illinois
$337K -$42.2K -1,473 -11%
MIH
98
Madison Investment Holdings
Wisconsin
$329K – – –
HCA
99
Harbour Capital Advisors
Virginia
$303K +$6.45K +225 +2%
ICAS
100
Investors Capital Advisory Services
Massachusetts
$271K -$51.5K -1,800 -16%
2 3
4
5 6