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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$40.5M
2
Bank of America
Bank of America
North Carolina
$129M
3
SIA
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.6M
5
CCFM
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14M
2
FHC
First Heartland Consultants
Missouri
$0
3
LW
Linscomb Wealth
Texas
$89.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$702K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$286K -$12.4K -319 -4%
MA
252
Montag & Associates
Georgia
$286K +$547 +14 +0.2%
1IA
253
1834 Investment Advisors
Wisconsin
$286K +$26.6K +683 +10%
FTUS
254
Flow Traders U.S.
New York
$284K -$664K -17,002 -70%
FNBT
255
FineMark National Bank & Trust
Florida
$273K – – –
PCS
256
Personal CFO Solutions
New Jersey
$273K +$22K +564 +9%
JIC
257
Johnson Investment Counsel
Ohio
$269K +$312 +8 +0.1%
RWB
258
RMR Wealth Builders
New Jersey
$256K -$18.8K -484 -7%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$255K +$159K +4,084 +166%
MIM
260
MTM Investment Management
South Carolina
$254K – – –
CA
261
Calton & Associates
Florida
$252K +$22K +567 +10%
FFA
262
Fragasso Financial Advisors
Pennsylvania
$251K -$11.2K -286 -4%
PG
263
Patten Group
Tennessee
$251K – – –
ES
264
Eagle Strategies
New York
$249K +$249K +6,380 New
SFI
265
SPC Financial Inc
Maryland
$241K +$241K +6,194 New
BFG
266
Berger Financial Group
Minnesota
$239K – – –
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$236K +$46.7K +1,193 +25%
AOWM
268
Alpha Omega Wealth Management
Virginia
$236K +$55.9K +1,432 +31%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$235K +$234 +6 +0.1%
RW
270
RVW Wealth
California
$232K – – –
BF
271
BOK Financial
Oklahoma
$229K -$1.83K -47 -0.8%
BA
272
Bridgewater Advisors
New York
$226K – – –
MA
273
MCF Advisors
Kentucky
$221K – – –
BO
274
BRR OpCo
Ohio
$221K +$221K +5,669 New
Neuberger Berman Group
275
Neuberger Berman Group
New York
$213K – – –
9 10
11
12 13