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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
226
Invesco
Georgia
$424K +$47.6K +1,156 +13%
Citigroup
227
Citigroup
New York
$421K +$327K +7,947 +346%
PTC
228
Private Trust Company
Ohio
$419K +$5.76K +140 +1%
AT
229
Arden Trust
Delaware
$417K -$14.1K -342 -3%
IFWM
230
Institute for Wealth Management
Colorado
$405K +$20.6K +500 +5%
AIM
231
Aspen Investment Management
Michigan
$404K – – –
BI
232
Berkeley Inc
Idaho
$401K -$2.02K -49 -0.5%
T
233
TNF
Montana
$396K -$13.6K -304 -3%
BCM
234
Barometer Capital Management
Ontario, Canada
$383K -$98.7K -2,400 -21%
NHT
235
New Hampshire Trust
New Hampshire
$380K +$380K +9,230 New
Vontobel Holding
236
Vontobel Holding
Switzerland
$374K +$6.01K +146 +2%
OPS
237
Orion Portfolio Solutions
Nebraska
$372K +$130K +3,162 +54%
CDIA
238
Capital Directions Investment Advisors
Georgia
$370K +$370K +9,000 New
RW
239
Reframe Wealth
Virginia
$370K +$370K +9,000 New
Cerity Partners
240
Cerity Partners
New York
$365K +$1.19K +29 +0.3%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$362K +$17K +414 +5%
EAM
242
Evanson Asset Management
California
$360K +$3.37K +82 +0.9%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$348K +$73.4K +1,785 +27%
PCS
244
Personal CFO Solutions
New Jersey
$345K +$58.8K +1,429 +21%
ONB
245
Old National Bancorp
Indiana
$342K – – –
BWM
246
BCGM Wealth Management
Indiana
$340K +$2.1K +51 +0.6%
WAM
247
Weinberger Asset Management
California
$338K +$782 +19 +0.2%
OIA
248
OneDigital Investment Advisors
Kansas
$334K -$362K -8,796 -52%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$330K +$25.2K +612 +8%
PFS
250
Prospera Financial Services
Texas
$326K +$326K +7,925 New
8 9
10
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