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WisdomTree US MidCap Dividend Fund

136 hedge funds and large institutions have $700M invested in WisdomTree US MidCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
3.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
18
Increased
71
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M 1,348,126 +158,993 +13%
Bank of America
2
Bank of America
North Carolina
$63.7M 740,306 +121,161 +20%
UBS Group
3
UBS Group
Switzerland
$60.6M 704,418 +95,404 +16%
LW
4
Linscomb Wealth
Texas
$58.7M 681,771 +18,341 +3%
Wells Fargo
5
Wells Fargo
California
$52.7M 612,498 +95,614 +18%
Creative Planning
6
Creative Planning
Kansas
$25.7M 298,869 +9,417 +3%
Ameriprise
7
Ameriprise
Minnesota
$17.7M 205,214 +69,101 +51%
LPL Financial
8
LPL Financial
California
$16.7M 194,448 +19,486 +11%
NEIRG
9
New England Investment & Retirement Group
Massachusetts
$15.8M 183,052 -9,106 -5%
PFM
10
Parsec Financial Management
North Carolina
$14.5M 168,973 +119,482 +241%
CA
11
Cumberland Advisors
Florida
$13.2M 153,795 +107,230 +230%
CCMG
12
Clark Capital Management Group
Pennsylvania
$12.2M 141,248 +10,151 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.94M 115,439 +6,935 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.89M 114,863 +3,875 +3%
JWM
15
Jacobus Wealth Management
Wisconsin
$9.5M 110,368 -6,466 -6%
LYV
16
Live Your Vision
Pennsylvania
$8.92M 103,651 -1,570 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.67M 100,667 -44,227 -31%
NFG
18
NewFocus Financial Group
Washington
$7.88M 91,567 +82,723 +935%
RJA
19
Raymond James & Associates
Florida
$7.88M 91,549 -1,461 -2%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$7.69M 89,320 +21,220 +31%
PMG
21
ProVise Management Group
Florida
$7.59M 88,140 +14,165 +19%
BTS
22
BB&T Securities
Virginia
$7.26M 8,436 -3,238 -28%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$7.08M 82,240 +20,172 +32%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6.82M 79,242 +54,162 +216%
SWM
25
SVA Wealth Management
Wisconsin
$6.24M 72,475 +20,786 +40%