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WisdomTree US MidCap Dividend Fund

153 hedge funds and large institutions have $704M invested in WisdomTree US MidCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 7 closing their positions.

Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
22
Increased
58
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.1M 1,168,987 +215 +0%
Bank of America
2
Bank of America
North Carolina
$62.1M 771,365 -25,222 -3%
UBS Group
3
UBS Group
Switzerland
$59.5M 738,600 -5,978 -0.8%
LW
4
Linscomb Wealth
Texas
$55.6M 690,517 -518 -0.1%
Wells Fargo
5
Wells Fargo
California
$42.4M 526,878 +3,512 +0.7%
LPL Financial
6
LPL Financial
California
$33.8M 421,039 +212,721 +102%
Ameriprise
7
Ameriprise
Minnesota
$30.3M 375,453 +45,213 +14%
Creative Planning
8
Creative Planning
Kansas
$24.9M 309,152 +3,839 +1%
PFM
9
Parsec Financial Management
North Carolina
$20.5M 254,479 +8,894 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.6M 193,180 +117,099 +154%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.2M 163,514 +6,843 +4%
SWM
12
SVA Wealth Management
Wisconsin
$12.8M 158,579 +14,917 +10%
NEIRG
13
New England Investment & Retirement Group
Massachusetts
$11.8M 146,082 -1 -0%
JWM
14
Jacobus Wealth Management
Wisconsin
$9.65M 119,794 +1,700 +1%
CCMG
15
Clark Capital Management Group
Pennsylvania
$8.73M 108,415 +5,736 +6%
RJA
16
Raymond James & Associates
Florida
$8.29M 102,921 +5,857 +6%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$8.13M 100,940 -2,365 -2%
LYV
18
Live Your Vision
Pennsylvania
$8.1M 100,606 -3,251 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.84M 97,315 +9,416 +11%
CCP
20
Cardan Capital Partners
Colorado
$7.41M 92,046 +92,046 New
NFG
21
NewFocus Financial Group
Washington
$7.37M 91,556 -6,323 -6%
PMG
22
ProVise Management Group
Florida
$6.87M 85,382 -2,616 -3%
HNB
23
Huntington National Bank
Ohio
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$6.12M 76,001 +60,852 +402%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5.7M 70,797 -15,882 -18%