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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.5M
2
TIA
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.9M
4
AWA
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
Bank of America
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.9M
5
UBS Group
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$228K +$228K +6,548 New
PG
227
Patten Group
Tennessee
$228K +$228K +6,559 New
1IA
228
1834 Investment Advisors
Wisconsin
$225K +$10.3K +295 +5%
MIM
229
MTM Investment Management
South Carolina
$224K +$224K +6,421 New
OC
230
Oakworth Capital
Alabama
$220K – – –
NC
231
NewSquare Capital
Pennsylvania
$218K +$126K +3,605 +136%
TC
232
TownSquare Capital
Utah
$208K +$208K +5,981 New
FIM
233
Fernwood Investment Management
Massachusetts
$205K +$205K +5,888 New
MA
234
MCF Advisors
Kentucky
$198K – – –
FFA
235
Founders Financial Alliance
North Carolina
$189K -$506K -14,557 -73%
JPLA
236
Joseph P. Lucia & Associates
New York
$170K +$170K +4,880 New
SFS
237
Sowell Financial Services
Arkansas
$155K -$7.89K -226 -5%
EW
238
Evoke Wealth
California
$147K – – –
Fidelity Investments
239
Fidelity Investments
Massachusetts
$146K +$43.1K +1,242 +42%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$129K +$129K +3,711 New
BW
241
Bison Wealth
Georgia
$128K +$1.32K +38 +1%
Citigroup
242
Citigroup
New York
$124K -$22.6K -649 -15%
RPCA
243
Running Point Capital Advisors
California
$116K +$116K +3,335 New
AIP
244
Ameritas Investment Partners
Nebraska
$115K -$5.98K -172 -5%
GLLW
245
Graves Light Lenhart Wealth
Virginia
$104K +$104K +3,000 New
ONST
246
Old North State Trust
North Carolina
$94K -$190K -5,441 -67%
HWA
247
Heritage Wealth Advisors
Virginia
$89K – – –
TLFA
248
True Link Financial Advisors
California
$85K +$85K +2,865 New
BFEC
249
Benjamin F. Edwards & Company
Missouri
$83K -$70 -2 -0.1%
LAS
250
Lloyd Advisory Services
Georgia
$80K +$11.6K +334 +17%
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