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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58M 777,682 +77,890 +11%
LW
2
Linscomb Wealth
Texas
$50.3M 674,112 +66,350 +11%
U
3
UBS
Switzerland
$35.9M 481,046 +55,572 +13%
Bank of America
4
Bank of America
North Carolina
$34.1M 456,759 +76,879 +20%
Wells Fargo
5
Wells Fargo
California
$30M 402,467 +15,666 +4%
CCMG
6
Clark Capital Management Group
Pennsylvania
$13.8M 185,543 +10,266 +6%
Creative Planning
7
Creative Planning
Kansas
$12.7M 170,531 +30,619 +22%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$11.2M 150,235 +209 +0.1%
LPL Financial
9
LPL Financial
California
$10.1M 135,255 +20,985 +18%
LYV
10
Live Your Vision
Pennsylvania
$8.35M 111,963 -1,479 -1%
JWM
11
Jacobus Wealth Management
Wisconsin
$7.79M 104,406 +6,840 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.28M 84,233 +20,656 +32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.86M 78,488 +6,433 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.73M 76,760 -1,063 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.67M 75,923 +5,013 +7%
BTS
16
BB&T Securities
Virginia
$5.05M 6,766 +15 +0.2%
TT
17
Tower Trust
Indiana
$4.88M 65,400 +4,677 +8%
Ameriprise
18
Ameriprise
Minnesota
$4.87M 65,240 +5,716 +10%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M 62,758 -11,684 -16%
PFM
20
Parsec Financial Management
North Carolina
$4.36M 58,452 -814 -1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.41M 45,708 -7,114 -13%
SI
22
Stephens Inc
Arkansas
$2.88M 38,541 +580 +2%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.65M 35,549 +1,067 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.45M 32,802 -37,743 -54%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.36M 31,657 +3,525 +13%
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