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WisdomTree US MidCap Dividend Fund

138 hedge funds and large institutions have $628M invested in WisdomTree US MidCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.86%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.28%
New
12
Increased
55
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.8M 1,168,772 -62,579 -5%
Bank of America
2
Bank of America
North Carolina
$61.9M 796,587 +56,818 +8%
UBS Group
3
UBS Group
Switzerland
$57.8M 744,578 +51,909 +7%
LW
4
Linscomb Wealth
Texas
$53.7M 691,035 +13,684 +2%
Wells Fargo
5
Wells Fargo
California
$40.6M 523,366 -44,263 -8%
Ameriprise
6
Ameriprise
Minnesota
$25.6M 330,240 +58,466 +22%
Creative Planning
7
Creative Planning
Kansas
$23.7M 305,313 -3,271 -1%
PFM
8
Parsec Financial Management
North Carolina
$19.1M 245,585 +33,406 +16%
LPL Financial
9
LPL Financial
California
$16.7M 208,318 +2,226 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.2M 156,671 +4,965 +3%
NEIRG
11
New England Investment & Retirement Group
Massachusetts
$11.3M 146,083 -8,106 -5%
SWM
12
SVA Wealth Management
Wisconsin
$11.2M 143,662 +64,221 +81%
JWM
13
Jacobus Wealth Management
Wisconsin
$9.17M 118,094 +1,385 +1%
LYV
14
Live Your Vision
Pennsylvania
$8.07M 103,857 -371 -0.4%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$8.02M 103,305 +97,240 +1,603%
CCMG
16
Clark Capital Management Group
Pennsylvania
$7.97M 102,679 +3,022 +3%
NFG
17
NewFocus Financial Group
Washington
$7.6M 97,879 +3,804 +4%
RJA
18
Raymond James & Associates
Florida
$7.54M 97,064 +371 +0.4%
PMG
19
ProVise Management Group
Florida
$6.83M 87,998 -3,751 -4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.83M 87,899 +65,290 +289%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.72M 86,679 +1,147 +1%
HNB
22
Huntington National Bank
Ohio
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.91M 76,081 -11,761 -13%
Goldman Sachs
24
Goldman Sachs
New York
$5.74M 73,923 +22,878 +45%
Stifel Financial
25
Stifel Financial
Missouri
$5.39M 69,394 +3,700 +6%