DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

129 hedge funds and large institutions have $594M invested in WisdomTree US MidCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
28
Increased
53
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.1M
3
RJA
3
Raymond James & Associates
Florida
$7.79M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.7M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$5.01M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.74M
3
Wells Fargo
3
Wells Fargo
California
$43.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$99.6M
5
LW
5
Linscomb Wealth
Texas
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$99.6M 1,189,133 -16,217 -1%
LW
2
Linscomb Wealth
Texas
$55.6M 663,430 -9,750 -1%
Bank of America
3
Bank of America
North Carolina
$51.8M 619,145 +10,917 +2%
UBS Group
4
UBS Group
Switzerland
$51M 609,014 +609,014 New
Wells Fargo
5
Wells Fargo
California
$43.3M 516,884 -31,391 -6%
Creative Planning
6
Creative Planning
Kansas
$24.2M 289,452 +31,970 +12%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$16.1M 192,158 +7,671 +4%
LPL Financial
8
LPL Financial
California
$14.7M 174,962 -5,452 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.1M 144,894 +91,871 +173%
Ameriprise
10
Ameriprise
Minnesota
$11.4M 136,113 +39,059 +40%
CCMG
11
Clark Capital Management Group
Pennsylvania
$11M 131,097 +346 +0.3%
JWM
12
Jacobus Wealth Management
Wisconsin
$9.78M 116,834 +5,134 +5%
BTS
13
BB&T Securities
Virginia
$9.78M 11,674 +4,421 +61%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.29M 110,988 +7,512 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.09M 108,504 +5,040 +5%
LYV
16
Live Your Vision
Pennsylvania
$8.71M 105,221 +438 +0.4%
RJA
17
Raymond James & Associates
Florida
$7.79M 93,010 +64,091 +222%
Jane Street
18
Jane Street
New York
$6.79M 81,047 +45,031 +125%
PMG
19
ProVise Management Group
Florida
$6.19M 73,975 +9,919 +15%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$5.7M 68,100 +62,035 +1,023%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.2M 62,068 +3,226 +5%
ONB
22
Old National Bancorp
Indiana
$5.16M 61,657 -1,505 -2%
IWA
23
Inspirion Wealth Advisors
Illinois
$5.01M 59,830 +59,830 New
Stifel Financial
24
Stifel Financial
Missouri
$4.9M 58,530 +3,830 +7%
SWM
25
SVA Wealth Management
Wisconsin
$4.33M 51,689 +8,745 +20%
1
2 3 4 5