DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
226
HUB Investment Partners
Texas
$372K -$22.8K -514 -6%
GWM
227
Geneos Wealth Management
Colorado
$369K -$78.7K -1,774 -18%
ONB
228
Old National Bancorp
Indiana
$369K – – –
Jones Financial Companies
229
Jones Financial Companies
Missouri
$369K +$90.6K +2,041 +33%
CSA
230
Cottage Street Advisors
Massachusetts
$368K +$89 +2 +0%
IA
231
IFG Advisory
Georgia
$364K -$15.1K -341 -4%
CA
232
CoreCap Advisors
Michigan
$359K +$12.4K +279 +4%
DWMG
233
DB Wealth Management Group
California
$350K +$133 +3 +0%
TWM
234
Titus Wealth Management
California
$349K -$27.5K -618 -7%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$344K +$10K +225 +3%
BWM
236
BCGM Wealth Management
Indiana
$343K +$673 +16 +0.2%
IWM
237
IHT Wealth Management
Illinois
$341K -$14.4M -324,285 -98%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$340K -$14.4K -324 -4%
BA
239
Bristlecone Advisors
Washington
$335K +$18.7K +420 +6%
ATC
240
Argent Trust Co
Tennessee
$328K +$328K +7,395 New
MSAM
241
Moloney Securities Asset Management
Missouri
$326K -$15.6K -350 -5%
MA
242
Montag & Associates
Georgia
$325K +$222 +5 +0.1%
RWB
243
RMR Wealth Builders
New Jersey
$314K +$36.4K +819 +13%
FNBT
244
FineMark National Bank & Trust
Florida
$312K – – –
JIC
245
Johnson Investment Counsel
Ohio
$306K +$89 +2 +0%
FFA
246
Fragasso Financial Advisors
Pennsylvania
$298K +$222 +5 +0.1%
1IA
247
1834 Investment Advisors
Wisconsin
$296K – – –
EP
248
Eudaimonia Partners
Tennessee
$296K +$296K +6,653 New
GSWM
249
Golden State Wealth Management
California
$294K -$79.4K -1,789 -21%
PCS
250
Personal CFO Solutions
New Jersey
$286K -$845 -19 -0.3%
8 9
10
11 12