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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
CI
CX Institutional
Indiana
$7.82M
2
TRCT
Tower Research Capital (TRC)
New York
$3.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.87M
4
Goldman Sachs
Goldman Sachs
New York
$2.21M
5
BFG
Beacon Financial Group
Texas
$8.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$89.3M
2
HNB
Huntington National Bank
Ohio
$16.1M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
IWA
Inspirion Wealth Advisors
Illinois
$3.95M
5
SWM
SVA Wealth Management
Wisconsin
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
251
Private Capital Group
Connecticut
$20K – – –
AW
252
Avion Wealth
Texas
$20K – – –
PMFA
253
Plante Moran Financial Advisors
Michigan
$18K +$116 +4 +0.6%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$16K +$121 +4 +0.8%
Deutsche Bank
255
Deutsche Bank
Germany
$15K -$19.6K -674 -57%
HFA
256
Hoover Financial Advisors
Pennsylvania
$14K – – –
PGAM
257
Princeton Global Asset Management
New Jersey
$12K – – –
BCWM
258
Bartlett & Co Wealth Management
Ohio
$11.4K – – –
BC
259
Bartlett & Co
Ohio
$11K – – –
F
260
F3Logic
Minnesota
$10.2K +$10.2K +352 New
BWM
261
BerganKDV Wealth Management
Minnesota
$10K -$3.26K -112 -25%
FRA
262
Front Row Advisors
California
$10K – – –
WEC
263
Winslow Evans & Crocker
Massachusetts
$9K – – –
FPB
264
First PREMIER Bank
South Dakota
$9K – – –
RCA
265
Ranch Capital Advisors
Florida
$9K – – –
SIAS
266
Shine Investment Advisory Services
Colorado
$7K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$6K – – –
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
CTC
269
Central Trust Company
Missouri
$5K -$1.82K -64 -27%
MIFH
270
Migdal Insurance & Financial Holdings
Israel
$4K – – –
RCM
271
Rain Capital Management
Oregon
$3K – – –
CFD
272
Creative Financial Designs
Indiana
$2K – – –
MSFP
273
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
PWM
274
Provident Wealth Management
Tennessee
$2K +$2K +86 New
CIAS
275
Capital Investment Advisory Services
North Carolina
$1K – – –
9 10
11
12 13