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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
226
RMR Wealth Builders
New Jersey
$246K +$246K +5,939 New
VWM
227
Vigilare Wealth Management
Arizona
$245K +$245K +5,916 New
FHA
228
Flagship Harbor Advisors
Massachusetts
$243K – – –
PFS
229
Prospera Financial Services
Texas
$242K -$1.66K -40 -0.7%
MCWS
230
McKinley Carter Wealth Services
West Virginia
$240K +$12.2K +295 +5%
BA
231
Bridgewater Advisors
New York
$240K +$240K +5,801 New
MWM
232
Meridian Wealth Management
Kentucky
$237K +$237K +5,706 New
MA
233
MCF Advisors
Kentucky
$235K – – –
BA
234
Bristlecone Advisors
Washington
$230K -$38.4K -925 -14%
PG
235
Patten Group
Tennessee
$230K -$4.97K -120 -2%
GVAG
236
Great Valley Advisor Group
Delaware
$222K +$1.99K +48 +0.9%
TF
237
Trek Financial
Arizona
$220K +$220K +5,312 New
AFAS
238
Acorn Financial Advisory Services
Virginia
$219K – – –
NA
239
NewEdge Advisors
Louisiana
$213K -$93.6K -2,255 -31%
HIIFS
240
Harel Insurance Investments & Financial Services
Israel
$187K -$41.6K -1,000 -18%
EW
241
Evoke Wealth
California
$175K -$41 -1 -0%
JPLA
242
Joseph P. Lucia & Associates
New York
$175K – – –
LAS
243
Lloyd Advisory Services
Georgia
$174K +$27.9K +671 +19%
RPCA
244
Running Point Capital Advisors
California
$138K – – –
GLLW
245
Graves Light Lenhart Wealth
Virginia
$124K – – –
AIP
246
Ameritas Investment Partners
Nebraska
$111K -$5.99K -145 -5%
BW
247
Bison Wealth
Georgia
$110K -$27.9K -672 -20%
HWA
248
Heritage Wealth Advisors
Virginia
$106K – – –
RG
249
Retirement Group
California
$102K +$5.26K +100 +5%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$102K +$102K +2,466 New
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10
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