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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Aspen Investment Management
Michigan
$402K – – –
BI
227
Berkeley Inc
Idaho
$400K +$41 +1 +0%
IFWM
228
Institute for Wealth Management
Colorado
$398K -$4.67K -114 -1%
TSS
229
Two Sigma Securities
New York
$396K +$396K +9,670 New
VPP
230
Vertex Planning Partners
Illinois
$396K +$396K +9,666 New
AT
231
Arden Trust
Delaware
$393K -$22.4K -547 -5%
PCS
232
Personal CFO Solutions
New Jersey
$392K +$47.4K +1,157 +14%
SC
233
Savant Capital
Illinois
$389K +$389K +9,490 New
Invesco
234
Invesco
Georgia
$387K -$35.5K -866 -8%
NHT
235
New Hampshire Trust
New Hampshire
$378K – – –
Fidelity Investments
236
Fidelity Investments
Massachusetts
$375K +$29K +707 +8%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$372K +$43.7K +1,067 +13%
Vontobel Holding
238
Vontobel Holding
Switzerland
$371K -$1.35K -33 -0.4%
LB
239
Leo Brokerage
Texas
$366K +$366K +8,925 New
KFI
240
Key Financial Inc
Pennsylvania
$361K -$161K -3,940 -31%
EAM
241
Evanson Asset Management
California
$360K +$1.89K +46 +0.5%
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$359K -$861 -21 -0.2%
T
243
TNF
Montana
$359K -$4.51K -110 -1%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$354K +$342K +8,343 +2,781%
PG
245
Patten Group
Tennessee
$354K +$30.2K +737 +9%
Cerity Partners
246
Cerity Partners
New York
$351K -$13.3K -325 -4%
PI
247
PFG Investments
New York
$343K +$343K +8,364 New
ONB
248
Old National Bancorp
Indiana
$341K – – –
WAM
249
Weinberger Asset Management
California
$337K +$123 +3 +0%
MOS
250
MGO One Seven
Ohio
$337K +$337K +8,220 New
8 9
10
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