DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
251
Great Valley Advisor Group
Delaware
$237K +$1.64K +43 +0.7%
ATC
252
Argent Trust Co
Tennessee
$237K +$237K +6,214 New
MBT
253
Montecito Bank & Trust
California
$236K -$1.03K -27 -0.4%
Citigroup
254
Citigroup
New York
$227K -$145K -3,831 -39%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$226K -$24.1K -632 -10%
PCM
256
Pennsylvania Capital Management
Pennsylvania
$225K +$225K +5,905 New
NWP
257
Northstar Wealth Partners
Connecticut
$223K – – –
RCA
258
Ranch Capital Advisors
Florida
$222K -$80.5K -2,118 -27%
JPLA
259
Joseph P. Lucia & Associates
New York
$218K +$27.8K +730 +15%
WP
260
WealthShield Partners
North Carolina
$217K +$190 +5 +0.1%
IAN
261
Integrated Advisors Network
Texas
$215K +$215K +5,665 New
BAC
262
Boys Arnold & Co
North Carolina
$211K – – –
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$209K -$32.1K -843 -13%
VWA
264
Visionary Wealth Advisors
Illinois
$208K +$208K +5,480 New
Northern Trust
265
Northern Trust
Illinois
$205K +$205K +5,400 New
PAM
266
Premier Asset Management
Illinois
$204K +$204K +5,370 New
MW
267
Marcum Wealth
Ohio
$201K +$201K +5,274 New
SFM
268
Signet Financial Management
New Jersey
$201K +$201K +5,279 New
FNBOSM
269
First National Bank of South Miami
Florida
$199K – – –
LFG
270
LifePlan Financial Group
Ohio
$197K +$132K +3,473 +204%
MA
271
MCF Advisors
Kentucky
$181K – – –
JAWM
272
J. Arnold Wealth Management
Ohio
$176K +$176K +4,628 New
BW
273
Bison Wealth
Georgia
$164K +$164K +4,320 New
S
274
SignatureFD
Georgia
$160K +$97.5K +2,565 +156%
Fidelity Investments
275
Fidelity Investments
Massachusetts
$154K +$48.4K +1,268 +46%
9 10
11
12 13