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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.1M
2
RJA
2
Raymond James & Associates
Florida
$7.79M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$5.7M
4
CA
4
Cumberland Advisors
Florida
$3.9M
5
Jane Street
5
Jane Street
New York
$6.79M

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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$260K 9,309 +6 +0.1%
HCP
102
Holt Capital Partners
Texas
$246K 8,820 – –
AIP
103
Ameritas Investment Partners
Nebraska
$245K 8,790 +300 +4%
UCFA
104
United Capital Financial Advisors
Texas
$226K 8,085 +8,085 New
Deutsche Bank
105
Deutsche Bank
Germany
$216K 7,761 -6,897 -47%
IPC
106
Independent Portfolio Consultants
Florida
$212K 7,605 +7,605 New
SCM
107
SOL Capital Management
Maryland
$209K 7,500 +7,500 New
1GA
108
1st Global Advisors
Texas
$207K 7,398 +7,398 New
CBU
109
CIBC Bank USA
Illinois
$201K 7,200 +7,200 New
CPIG
110
Chicago Partners Investment Group
Illinois
$190K 6,816 +6,816 New
Citigroup
111
Citigroup
New York
$180K 6,468 +1,236 +24%
NFG
112
Next Financial Group
Texas
$179K 6,429 -4,539 -41%
WA
113
WFG Advisors
Texas
$169K 6,039 -300 -5%
MA
114
MCF Advisors
Kentucky
$133K 4,749 – –
US Bancorp
115
US Bancorp
Minnesota
$102K 3,660 – –
ASN
116
Advisory Services Network
Georgia
$71K 2,580 +2,580 New
TCOV
117
Trust Company of Vermont
Vermont
$63K 2,250 – –
UFA
118
US Financial Advisors
Massachusetts
$34K 1,215 +1,215 New
CTC
119
Central Trust Company
Missouri
$31K 1,125 – –
PMFA
120
Plante Moran Financial Advisors
Michigan
$31K 1,125 +1,125 New
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$29K 1,050 – –
Barclays
122
Barclays
United Kingdom
$25K 900 – –
BC
123
Bartlett & Co
Ohio
$20K 720 – –
VNA
124
Valley National Advisers
Pennsylvania
$12K 465 +465 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$9K 318 -96 -23%
2 3 4
5
6