DON icon

WisdomTree US MidCap Dividend Fund

143 hedge funds and large institutions have $671M invested in WisdomTree US MidCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
17
Increased
58
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 1,231,351 -116,775 -9%
Bank of America
2
Bank of America
North Carolina
$61.1M 739,769 -537 -0.1%
UBS Group
3
UBS Group
Switzerland
$57.2M 692,669 -11,749 -2%
LW
4
Linscomb Wealth
Texas
$56M 677,351 -4,420 -0.6%
Wells Fargo
5
Wells Fargo
California
$46.9M 567,629 -44,869 -7%
Creative Planning
6
Creative Planning
Kansas
$25.5M 308,584 +9,715 +3%
Ameriprise
7
Ameriprise
Minnesota
$22.4M 271,774 +66,560 +32%
PFM
8
Parsec Financial Management
North Carolina
$17.5M 212,179 +43,206 +26%
LPL Financial
9
LPL Financial
California
$17.1M 206,092 +11,644 +6%
NEIRG
10
New England Investment & Retirement Group
Massachusetts
$12.9M 154,189 -28,863 -16%
CA
11
Cumberland Advisors
Florida
$12.7M 153,055 -740 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.5M 151,706 +36,267 +31%
JWM
13
Jacobus Wealth Management
Wisconsin
$9.65M 116,709 +6,341 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.44M 114,175 -688 -0.6%
LYV
15
Live Your Vision
Pennsylvania
$8.66M 104,228 +577 +0.6%
CCMG
16
Clark Capital Management Group
Pennsylvania
$8.24M 99,657 -41,591 -29%
RJA
17
Raymond James & Associates
Florida
$7.99M 96,693 +5,144 +6%
NFG
18
NewFocus Financial Group
Washington
$7.78M 94,075 +2,508 +3%
PMG
19
ProVise Management Group
Florida
$7.58M 91,749 +3,609 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.26M 87,842 -12,825 -13%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$7.07M 85,532 +3,292 +4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$6.77M 81,955 +81,955 New
SWM
23
SVA Wealth Management
Wisconsin
$6.57M 79,441 +6,966 +10%
HNB
24
Huntington National Bank
Ohio
-64,628 Closed
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.74M 69,382 -9,860 -12%