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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$250K -$116K -2,755 -32%
TC
227
TownSquare Capital
Utah
$249K – – –
FIM
228
Fernwood Investment Management
Massachusetts
$249K +$1.93K +46 +0.8%
BFG
229
Berger Financial Group
Minnesota
$248K – – –
PFS
230
Prospera Financial Services
Texas
$247K +$19.8K +472 +9%
FHA
231
Flagship Harbor Advisors
Massachusetts
$243K +$4.19K +100 +2%
AIM
232
Alhambra Investment Management
Florida
$241K +$241K +5,750 New
PG
233
Patten Group
Tennessee
$238K -$24.7K -588 -9%
MA
234
MCF Advisors
Kentucky
$238K – – –
PWM
235
PRW Wealth Management
Massachusetts
$238K +$238K +5,670 New
MCWS
236
McKinley Carter Wealth Services
West Virginia
$230K -$44.7K -1,067 -16%
AFAS
237
Acorn Financial Advisory Services
Virginia
$222K +$222K +5,285 New
GVAG
238
Great Valley Advisor Group
Delaware
$216K -$5.25K -129 -2%
LFAS
239
Level Four Advisory Services
Texas
$214K -$7.85K -187 -4%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$202K +$103K +2,463 +105%
GWM
241
Gray Wealth Management
Maine
$202K +$202K +4,813 New
JPLA
242
Joseph P. Lucia & Associates
New York
$177K -$11.8K -280 -6%
EW
243
Evoke Wealth
California
$177K – – –
Citigroup
244
Citigroup
New York
$150K – – –
LAS
245
Lloyd Advisory Services
Georgia
$147K +$45.2K +1,081 +44%
RPCA
246
Running Point Capital Advisors
California
$140K – – –
BW
247
Bison Wealth
Georgia
$139K -$419 -10 -0.3%
GLLW
248
Graves Light Lenhart Wealth
Virginia
$126K – – –
AIP
249
Ameritas Investment Partners
Nebraska
$118K – – –
HWA
250
Heritage Wealth Advisors
Virginia
$108K – – –
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10
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