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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

81 hedge funds and large institutions have $328M invested in WisdomTree US MidCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
12
Increased
38
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
LW
2
Linscomb Wealth
Texas
$42.3M
3
UCFA
3
United Capital Financial Advisors
Texas
$5.32M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.18M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.41M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
IT
2
Investors Trust
Texas
$0
3
U
3
UBS
Switzerland
$29.6M
4
CCM
4
Condor Capital Management
New Jersey
$0
5
SB
5
Suntrust Banks
Georgia
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.7M 699,792 +153,117 +28%
LW
2
Linscomb Wealth
Texas
$42.3M 607,762 +84,131 +16%
U
3
UBS
Switzerland
$29.6M 425,474 -43,060 -9%
Wells Fargo
4
Wells Fargo
California
$26.9M 386,801 +4,974 +1%
Bank of America
5
Bank of America
North Carolina
$26.4M 379,880 +43,022 +13%
CCMG
6
Clark Capital Management Group
Pennsylvania
$12.2M 175,277 +14,222 +9%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$10.4M 150,026 +15,157 +11%
Creative Planning
8
Creative Planning
Kansas
$9.73M 139,912 +47,233 +51%
LPL Financial
9
LPL Financial
California
$8.09M 114,270 +38,520 +51%
LYV
10
Live Your Vision
Pennsylvania
$7.89M 113,442 +3,190 +3%
JWM
11
Jacobus Wealth Management
Wisconsin
$6.78M 97,566 +10,780 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.41M 77,823 +68,430 +729%
UCFA
13
United Capital Financial Advisors
Texas
$5.32M 76,511 +76,511 New
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.18M 74,442 +74,442 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.01M 72,055 +5,216 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.93M 70,910 +8,682 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.9M 70,545 +45,418 +181%
BTS
18
BB&T Securities
Virginia
$4.69M 6,751 -135 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.42M 63,577 +14,607 +30%
TT
20
Tower Trust
Indiana
$4.22M 60,723 +4,371 +8%
Ameriprise
21
Ameriprise
Minnesota
$4.16M 59,524 +7,896 +15%
PFM
22
Parsec Financial Management
North Carolina
$4.12M 59,266 -2,082 -3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.67M 52,822 +13,033 +33%
Deutsche Bank
24
Deutsche Bank
Germany
$3.1M 44,596 +29,307 +192%
SI
25
Stephens Inc
Arkansas
$2.64M 37,961 +1,451 +4%
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