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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$301K +$86.2K +2,266 +40%
US Bancorp
227
US Bancorp
Minnesota
$291K +$39.1K +1,024 +16%
FFG
228
Fortem Financial Group
California
$284K +$51.9K +1,363 +22%
ADL
229
Asset Dedication LLC
California
$283K +$5.35K +140 +2%
IWM
230
IHT Wealth Management
Illinois
$281K +$10.2K +269 +4%
WMA
231
Wealth Management Associates
New Jersey
$280K +$4.15K +109 +2%
UWM
232
USAdvisors Wealth Management
Minnesota
$278K +$278K +7,313 New
HIA
233
Harbor Investment Advisory
Maryland
$276K +$276K +7,248 New
FIM
234
Fernwood Investment Management
Massachusetts
$273K -$26.5K -699 -9%
APW
235
Aurora Private Wealth
New Jersey
$272K +$272K +7,146 New
IA
236
IFG Advisory
Georgia
$267K +$267K +7,021 New
CAI
237
Capital Advisors Inc
Oklahoma
$266K -$190 -5 -0.1%
BWP
238
Bernardo Wealth Planning
Pennsylvania
$266K +$646 +17 +0.2%
WCM
239
WealthBridge Capital Management
Ohio
$265K +$50.5K +1,325 +24%
BBPWM
240
Blue Bell Private Wealth Management
Pennsylvania
$262K +$11.4K +300 +5%
SDH
241
Sloy Dahl & Holst
Washington
$261K +$261K +6,865 New
ABC
242
Associated Banc-Corp
Wisconsin
$259K +$259K +6,808 New
William Blair & Company
243
William Blair & Company
Illinois
$257K -$2.86K -75 -1%
DWM
244
Dakota Wealth Management
Florida
$251K – – –
AIM
245
Alhambra Investment Management
Florida
$248K +$248K +6,530 New
EE
246
EWG Elevate
California
$246K +$246K +6,454 New
FSC
247
Full Sail Capital
Oklahoma
$244K +$5.91K +154 +2%
WFM
248
Wolff Financial Management
Michigan
$240K -$48.1K -1,264 -17%
KIA
249
KCM Investment Advisors
California
$239K +$228 +6 +0.1%
MA
250
MUFG Americas
New York
$237K -$16.2K -425 -6%
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