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WisdomTree US MidCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
101
Holt Capital Partners
Texas
$258K +$4.74K +165 +2%
BW
102
Bison Wealth
Georgia
$244K +$244K +8,517 New
SPC
103
Sigma Planning Corp
Michigan
$233K +$233K +8,124 New
FNBT
104
FineMark National Bank & Trust
Florida
$223K -$256K -8,895 -53%
CPIG
105
Chicago Partners Investment Group
Illinois
$218K +$27.4K +981 +14%
SCM
106
SOL Capital Management
Maryland
$215K
CBU
107
CIBC Bank USA
Illinois
$207K
FPFS
108
First Personal Financial Services
North Carolina
$205K -$69.4K -2,415 -25%
Citigroup
109
Citigroup
New York
$204K +$17.9K +624 +10%
NFG
110
Next Financial Group
Texas
$193K +$8.61K +300 +5%
AIP
111
Ameritas Investment Partners
Nebraska
$186K -$65.7K -2,295 -26%
WA
112
WFG Advisors
Texas
$163K -$10.3K -360 -6%
MA
113
MCF Advisors
Kentucky
$136K
MAA
114
Managed Account Advisors
New Jersey
$127K +$127K +4,434 New
US Bancorp
115
US Bancorp
Minnesota
$105K
WCM
116
Wealthcare Capital Management
Virginia
$100K +$100K +3,480 New
ASN
117
Advisory Services Network
Georgia
$75K
TCOV
118
Trust Company of Vermont
Vermont
$65K
CFA
119
Carroll Financial Associates
North Carolina
$56K +$56K +1,950 New
S
120
SignatureFD
Georgia
$50K +$50K +1,728 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$42K +$34.6K +1,200 +465%
VCM
122
Vigilant Capital Management
Maine
$42K +$42K +1,461 New
UFA
123
US Financial Advisors
Massachusetts
$35K
CTC
124
Central Trust Company
Missouri
$32K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$31K +$21.9K +762 +240%