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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$152M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.6M
2
CAN
2
Cetera Advisor Networks
California
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$35.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
251
Berger Financial Group
Minnesota
$272K +$1.06K +24 +0.4%
CAWM
252
Capital Advisors Wealth Management
Washington
$266K +$1.33K +30 +0.5%
FIM
253
Fernwood Investment Management
Massachusetts
$263K +$133 +3 +0.1%
VWM
254
Vigilare Wealth Management
Arizona
$263K +$665 +15 +0.3%
BF
255
BOK Financial
Oklahoma
$263K +$263K +5,926 New
PFS
256
Prospera Financial Services
Texas
$261K +$1.33K +30 +0.5%
BA
257
Bridgewater Advisors
New York
$257K – – –
PG
258
Patten Group
Tennessee
$250K +$3.99K +90 +2%
WH
259
Willner & Heller
California
$244K +$244K +5,877 New
AFAS
260
Acorn Financial Advisory Services
Virginia
$242K +$5.81K +130 +2%
TF
261
Trek Financial
Arizona
$239K +$3.5K +79 +1%
GVAG
262
Great Valley Advisor Group
Delaware
$224K +$125 +3 +0.1%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$224K +$145K +3,272 +184%
Betterment LLC
264
Betterment LLC
New York
$221K +$221K +4,971 New
GWM
265
Gray Wealth Management
Maine
$214K +$214K +4,813 New
TSS
266
Two Sigma Securities
New York
$212K +$212K +4,779 New
AIM
267
Alhambra Investment Management
Florida
$211K +$211K +4,756 New
AOWM
268
Alpha Omega Wealth Management
Virginia
$209K +$209K +4,642 New
FAB
269
First American Bank
Illinois
$204K +$204K +4,596 New
MC
270
Moors & Cabot
Massachusetts
$201K +$201K +4,533 New
LAS
271
Lloyd Advisory Services
Georgia
$200K +$14.7K +333 +8%
HIIFS
272
Harel Insurance Investments & Financial Services
Israel
$199K – – –
RPCONE
273
Retirement Planning Company of New England
Rhode Island
$192K +$192K +4,333 New
EW
274
Evoke Wealth
California
$188K +$44 +1 +0%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$165K +$58.3K +1,310 +55%
9 10
11
12 13