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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$70M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.6M
3
MWM
3
Modera Wealth Management
New Jersey
$5.86M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17.3M
5
RWA
5
Rooted Wealth Advisors
Illinois
$3.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
LW
2
Linscomb Wealth
Texas
$88.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$8.06M
4
Citadel Advisors
4
Citadel Advisors
Florida
$941K
5
RJA
5
Raymond James & Associates
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
226
Goldman Sachs
New York
$433K -$234K -5,569 -35%
PCS
227
Personal CFO Solutions
New Jersey
$423K +$21K +500 +5%
RA
228
RFG Advisory
Alabama
$421K -$22K -522 -5%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$415K +$32.4K +771 +8%
AIM
230
Aspen Investment Management
Michigan
$413K – – –
IFWM
231
Institute for Wealth Management
Colorado
$411K +$2.73K +65 +0.7%
BI
232
Berkeley Inc
Idaho
$410K +$42 +1 +0%
VPP
233
Vertex Planning Partners
Illinois
$407K +$925 +22 +0.2%
DAS
234
Dynamic Advisor Solutions
Arizona
$405K -$33.2K -789 -8%
WWM
235
Western Wealth Management
Colorado
$405K -$55.3K -1,314 -12%
AT
236
Arden Trust
Delaware
$403K – – –
SC
237
Savant Capital
Illinois
$399K – – –
PI
238
PFG Investments
New York
$396K +$43.9K +1,045 +12%
Cerity Partners
239
Cerity Partners
New York
$396K +$36K +855 +10%
PTC
240
Private Trust Company
Ohio
$387K -$40.9K -972 -10%
Vontobel Holding
241
Vontobel Holding
Switzerland
$381K +$757 +18 +0.2%
FIA
242
Foundations Investment Advisors
Arizona
$381K +$381K +9,056 New
EAM
243
Evanson Asset Management
California
$372K +$2.57K +61 +0.7%
TWC
244
TD Waterhouse Canada
Ontario, Canada
$370K +$365K +8,633 +6,906%
T
245
TNF
Montana
$364K -$4.84K -115 -1%
USCWA
246
U.S. Capital Wealth Advisors
Texas
$363K – – –
PG
247
Patten Group
Tennessee
$363K – – –
CCA
248
Clearwater Capital Advisors
Illinois
$361K -$349K -8,304 -49%
BWM
249
BCGM Wealth Management
Indiana
$351K +$351K +8,347 New
ONB
250
Old National Bancorp
Indiana
$350K – – –
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10
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