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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 %
VKH
101
Virtu KCG Holdings
New York
– -$533K -23,016 Closed
ICOA
102
Investment Centers of America
North Dakota
– -$386K -16,509 Closed
FANJ
103
Financial Architects (New Jersey)
New Jersey
– -$24K -1,044 Closed
WA
104
Waverly Advisors
Alabama
– -$18K -795 Closed
1 2 3 4
5