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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.9M
2
KAS
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
MSFS
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$24.3M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
LPL Financial
LPL Financial
California
$47.6M
5
IWM
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
BCGM Wealth Management
Indiana
$336K +$1.15K +28 +0.3%
Cerity Partners
227
Cerity Partners
New York
$333K -$10.4K -277 -3%
SWP
228
Stratos Wealth Partners
Ohio
$328K -$91.5K -2,429 -22%
CAI
229
Capital Advisors Inc
Oklahoma
$327K +$1.75K +45 +0.5%
EAM
230
Evanson Asset Management
California
$326K +$2.41K +64 +0.7%
HCP
231
Holt Capital Partners
Texas
$319K -$1.54M -40,800 -83%
HIP
232
HUB Investment Partners
Texas
$316K – – –
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$316K +$12.5K +331 +4%
ONB
234
Old National Bancorp
Indiana
$313K – – –
CSA
235
Cottage Street Advisors
Massachusetts
$312K +$188 +5 +0.1%
WAM
236
Weinberger Asset Management
California
$309K -$46.5K -1,234 -13%
HIS
237
Harvest Investment Services
Illinois
$293K -$5.71K -152 -2%
WWA
238
WCG Wealth Advisors
Nevada
$290K +$84.2K +2,232 +41%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$279K +$32.3K +858 +13%
FNBT
240
FineMark National Bank & Trust
Florida
$264K – – –
PCS
241
Personal CFO Solutions
New Jersey
$262K -$1.05K -28 -0.4%
JIC
242
Johnson Investment Counsel
Ohio
$260K +$264 +7 +0.1%
T
243
TCWP
Ohio
$257K -$209K -5,552 -45%
CA
244
CoreCap Advisors
Michigan
$257K -$49.8K -1,320 -16%
1IA
245
1834 Investment Advisors
Wisconsin
$254K -$22.6K -599 -8%
PG
246
Patten Group
Tennessee
$253K +$7.7K +199 +3%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$251K -$25.1K -666 -9%
DWT
248
Dorsey & Whitney Trust
South Dakota
$249K -$107K -2,849 -30%
RWB
249
RMR Wealth Builders
New Jersey
$249K +$1.24K +33 +0.5%
Jane Street
250
Jane Street
New York
$245K +$245K +6,498 New
8 9
10
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