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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$99K +$371 +9 +0.4%
PA
252
PSI Advisors
Florida
$97K +$97K +2,336 New
Citigroup
253
Citigroup
New York
$90K -$58.3K -1,402 -39%
JHCP
254
Jackson Hole Capital Partners
Oklahoma
$90K – – –
EWM
255
Evermay Wealth Management
Virginia
$80K – – –
William Blair & Company
256
William Blair & Company
Illinois
$78K – – –
COCM
257
Charter Oak Capital Management
New Hampshire
$77K +$41 +1 +0.1%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$74K +$9.49K +228 +15%
FNBOSM
259
First National Bank of South Miami
Florida
$71K – – –
FFA
260
Freedman Financial Associates
Massachusetts
$70K – – –
PFP
261
Pinnacle Financial Partners
Tennessee
$66K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$62K +$45.5K +1,091 +275%
GEA
263
Glen Eagle Advisors
New Jersey
$60.6K +$41 +1 +0.1%
BU
264
BBVA USA
Alabama
$59K – – –
EW
265
Element Wealth
Mississippi
$57K +$333 +8 +0.6%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$55K +$55K +1,315 New
IBOK
267
Independence Bank of Kentucky
Kentucky
$54K – – –
S
268
SignatureFD
Georgia
$50K -$18K -435 -26%
CFD
269
Creative Financial Designs
Indiana
$48K +$19K +456 +65%
FHA
270
First Horizon Advisors
Tennessee
$45K +$81 +2 +0.2%
FA
271
Flagstar Advisors
New York
$44K +$44K +1,053 New
FPFS
272
First Personal Financial Services
North Carolina
$43K -$10.2K -250 -19%
FGAM
273
Financial Gravity Asset Management
Texas
$41K – – –
SWM
274
Selective Wealth Management
Virginia
$41K +$20.5K +500 +100%
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
9 10
11
12 13