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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

107 hedge funds and large institutions have $490M invested in WisdomTree US MidCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
12
Increased
52
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$74.8M
3
ONB
3
Old National Bancorp
Indiana
$5.25M
4
Wells Fargo
4
Wells Fargo
California
$41.9M
5
PMG
5
ProVise Management Group
Florida
$4.35M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$9.08M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.63M
3
FNBOO
3
First National Bank of Omaha
Nebraska
$0
4
SB
4
Suntrust Banks
Georgia
$302K
5
UCFA
5
United Capital Financial Advisors
Texas
$3.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.8M 916,325 +74,849 +9%
LW
2
Linscomb Wealth
Texas
$58M 710,121 +24,576 +4%
Bank of America
3
Bank of America
North Carolina
$51.6M 632,263 +211,901 +50%
Wells Fargo
4
Wells Fargo
California
$41.9M 512,731 +58,972 +13%
U
5
UBS
Switzerland
$40.3M 493,053 +46,944 +11%
Creative Planning
6
Creative Planning
Kansas
$20.6M 252,179 +46,283 +22%
CCMG
7
Clark Capital Management Group
Pennsylvania
$16.3M 199,873 +5,876 +3%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$14.1M 177,856 +31,438 +21%
LPL Financial
9
LPL Financial
California
$13.9M 170,681 +13,207 +8%
JWM
10
Jacobus Wealth Management
Wisconsin
$9.08M 111,177 -105,578 -49%
LYV
11
Live Your Vision
Pennsylvania
$8.97M 109,876 -3,597 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.7M 94,316 +12,904 +16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.52M 92,085 +7,318 +9%
Ameriprise
14
Ameriprise
Minnesota
$6.93M 84,844 +12,807 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.63M 81,163 -27,091 -25%
ONB
16
Old National Bancorp
Indiana
$5.25M 64,265 +64,265 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5M 61,198 -7,621 -11%
BTS
18
BB&T Securities
Virginia
$4.96M 6,079 -540 -8%
PMG
19
ProVise Management Group
Florida
$4.35M 53,250 +50,225 +1,660%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.31M 52,760 -1,868 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$4.3M 52,715 +5,665 +12%
Stifel Financial
22
Stifel Financial
Missouri
$4.14M 50,685 +5,613 +12%
PFM
23
Parsec Financial Management
North Carolina
$3.96M 48,443 -1,815 -4%
UCFA
24
United Capital Financial Advisors
Texas
$3.83M 46,944 -7,935 -14%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.5M 42,819 +35,618 +495%
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