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WisdomTree US MidCap Dividend Fund

106 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
10
Increased
53
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.3M 1,205,350 +289,025 +32%
LW
2
Linscomb Wealth
Texas
$52.7M 673,180 -36,941 -5%
Bank of America
3
Bank of America
North Carolina
$47.6M 608,228 -24,035 -4%
Wells Fargo
4
Wells Fargo
California
$42.9M 548,275 +35,544 +7%
U
5
UBS
Switzerland
$39.1M 499,616 +6,563 +1%
Creative Planning
6
Creative Planning
Kansas
$20.2M 257,482 +5,303 +2%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$14.4M 184,487 +6,631 +4%
LPL Financial
8
LPL Financial
California
$14M 180,414 +9,733 +6%
CCMG
9
Clark Capital Management Group
Pennsylvania
$10.2M 130,751 -69,122 -35%
JWM
10
Jacobus Wealth Management
Wisconsin
$8.74M 111,700 +523 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.1M 103,476 +11,391 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.1M 103,464 +9,148 +10%
LYV
13
Live Your Vision
Pennsylvania
$8.04M 104,783 -5,093 -5%
Ameriprise
14
Ameriprise
Minnesota
$7.64M 97,054 +12,210 +14%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$6.01M 76,782 +33,963 +79%
BTS
16
BB&T Securities
Virginia
$5.68M 7,253 +1,174 +19%
PMG
17
ProVise Management Group
Florida
$5.01M 64,056 +10,806 +20%
ONB
18
Old National Bancorp
Indiana
$4.94M 63,162 -1,103 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.61M 58,842 +6,127 +12%
Stifel Financial
20
Stifel Financial
Missouri
$4.28M 54,700 +4,015 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.15M 53,023 -28,140 -35%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.05M 51,679 -1,081 -2%
PFM
23
Parsec Financial Management
North Carolina
$3.74M 47,823 -620 -1%
SG Americas Securities
24
SG Americas Securities
New York
$3.46M 44,228 +23,284 +111%
BCI
25
Brinker Capital Investments
Pennsylvania
$3.36M 42,973 +5,586 +15%