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WisdomTree US MidCap Dividend Fund

104 hedge funds and large institutions have $418M invested in WisdomTree US MidCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
10
Increased
47
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.8M 841,476 +63,794 +8%
LW
2
Linscomb Wealth
Texas
$52.8M 685,545 +11,433 +2%
Wells Fargo
3
Wells Fargo
California
$35M 453,759 +51,292 +13%
U
4
UBS
Switzerland
$34.4M 446,109 -34,937 -7%
Bank of America
5
Bank of America
North Carolina
$32.4M 420,362 -36,397 -8%
JWM
6
Jacobus Wealth Management
Wisconsin
$16.4M 216,755 +112,349 +108%
Creative Planning
7
Creative Planning
Kansas
$15.9M 205,896 +35,365 +21%
CCMG
8
Clark Capital Management Group
Pennsylvania
$14.9M 193,997 +8,454 +5%
LPL Financial
9
LPL Financial
California
$12.1M 157,474 +22,219 +16%
NEIRG
10
New England Investment & Retirement Group
Massachusetts
$11.3M 146,418 -3,817 -3%
LYV
11
Live Your Vision
Pennsylvania
$8.74M 113,473 +1,510 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$8.34M 108,254 +24,021 +29%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.53M 84,767 +6,279 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.27M 81,412 +5,489 +7%
Ameriprise
15
Ameriprise
Minnesota
$5.56M 72,037 +6,797 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.3M 68,819 -7,941 -10%
BTS
17
BB&T Securities
Virginia
$5.1M 6,619 -147 -2%
TT
18
Tower Trust
Indiana
$5M 64,940 -460 -0.7%
UCFA
19
United Capital Financial Advisors
Texas
$4.23M 54,879 +54,879 New
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.21M 54,628 -8,130 -13%
PFM
21
Parsec Financial Management
North Carolina
$3.87M 50,258 -8,194 -14%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.63M 47,050 +1,342 +3%
Stifel Financial
23
Stifel Financial
Missouri
$3.47M 45,072 +45,072 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2.91M 37,762 +2,213 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.86M 37,101 +4,299 +13%