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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$100K +$335 +8 +0.3%
WP
252
WealthShield Partners
North Carolina
$92K – – –
JHCP
253
Jackson Hole Capital Partners
Oklahoma
$91K – – –
EWM
254
Evermay Wealth Management
Virginia
$81K +$81K +1,935 New
William Blair & Company
255
William Blair & Company
Illinois
$79K – – –
COCM
256
Charter Oak Capital Management
New Hampshire
$78K +$293 +7 +0.4%
RG
257
Retirement Group
California
$77K – – –
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$74K – – –
FNBOSM
259
First National Bank of South Miami
Florida
$72K – – –
FFA
260
Freedman Financial Associates
Massachusetts
$71K – – –
S
261
SignatureFD
Georgia
$69K – – –
PFP
262
Pinnacle Financial Partners
Tennessee
$67K – – –
PWA
263
Pinnacle Wealth Advisors
Tennessee
$67K +$67K +1,599 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$65K -$14.5K -345 -18%
GEA
265
Glen Eagle Advisors
New Jersey
$61.3K +$84 +2 +0.1%
BU
266
BBVA USA
Alabama
$60K +$60K +1,425 New
EW
267
Element Wealth
Mississippi
$57K +$335 +8 +0.6%
IBOK
268
Independence Bank of Kentucky
Kentucky
$55K – – –
FPFS
269
First Personal Financial Services
North Carolina
$54K – – –
FHA
270
First Horizon Advisors
Tennessee
$46K +$46K +1,107 New
FGAM
271
Financial Gravity Asset Management
Texas
$42K – – –
ONST
272
Old North State Trust
North Carolina
$42K – – –
KTC
273
Kistler-Tiffany Companies
Pennsylvania
$41K – – –
SWA
274
SOA Wealth Advisors
New York
$40K +$167 +4 +0.4%
AF
275
Allworth Financial
California
$40K +$755 +18 +2%
9 10
11
12 13