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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

76 hedge funds and large institutions have $258M invested in WisdomTree US MidCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 76 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
76
Holders Change
+76
Holders Change %
–
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.13%
New
76
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
LW
2
Linscomb Wealth
Texas
$34.3M
3
U
3
UBS
Switzerland
$30.7M
4
Wells Fargo
4
Wells Fargo
California
$25M
5
Bank of America
5
Bank of America
North Carolina
$22.1M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.8M 546,675 +546,675 New
LW
2
Linscomb Wealth
Texas
$34.3M 523,631 +523,631 New
U
3
UBS
Switzerland
$30.7M 468,534 +468,534 New
Wells Fargo
4
Wells Fargo
California
$25M 381,827 +381,827 New
Bank of America
5
Bank of America
North Carolina
$22.1M 336,858 +336,858 New
CCMG
6
Clark Capital Management Group
Pennsylvania
$10.6M 161,055 +161,055 New
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$8.84M 134,869 +134,869 New
LYV
8
Live Your Vision
Pennsylvania
$7.45M 110,252 +110,252 New
Creative Planning
9
Creative Planning
Kansas
$6.08M 92,679 +92,679 New
JWM
10
Jacobus Wealth Management
Wisconsin
$5.69M 86,786 +86,786 New
LPL Financial
11
LPL Financial
California
$4.97M 75,750 +75,750 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.89M 74,542 +74,542 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.38M 66,839 +66,839 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.08M 62,228 +62,228 New
PFM
15
Parsec Financial Management
North Carolina
$4.02M 61,348 +61,348 New
TT
16
Tower Trust
Indiana
$3.7M 56,352 +56,352 New
Ameriprise
17
Ameriprise
Minnesota
$3.38M 51,628 +51,628 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.21M 48,970 +48,970 New
IT
19
Investors Trust
Texas
$3.08M 46,962 +46,962 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.61M 39,789 +39,789 New
SI
21
Stephens Inc
Arkansas
$2.39M 36,510 +36,510 New
BCI
22
Brinker Capital Investments
Pennsylvania
$2.19M 33,458 +33,458 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.65M 25,127 +25,127 New
SF
24
Synovus Financial
Georgia
$1.6M 24,420 +24,420 New
AIG
25
American International Group
New York
$1.41M 21,543 +21,543 New
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