DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.9M
2
KAS
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
MSFS
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$24.3M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
LPL Financial
LPL Financial
California
$47.6M
5
IWM
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
251
WealthTrust Asset Management
Florida
$244K -$62.7K -1,667 -20%
FFA
252
Fragasso Financial Advisors
Pennsylvania
$242K -$38 -1 -0%
MIM
253
MTM Investment Management
South Carolina
$242K – – –
SFI
254
SPC Financial Inc
Maryland
$233K – – –
CA
255
Calton & Associates
Florida
$231K -$12.8K -340 -5%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$229K +$114 +3 +0%
RW
257
RVW Wealth
California
$224K – – –
BF
258
BOK Financial
Oklahoma
$221K -$38 -1 -0%
OPS
259
Orion Portfolio Solutions
Nebraska
$221K +$221K +5,874 New
SFA
260
Sequoia Financial Advisors
Ohio
$216K +$216K +5,728 New
BO
261
BRR OpCo
Ohio
$214K – – –
MA
262
MCF Advisors
Kentucky
$214K – – –
GWM
263
Geneos Wealth Management
Colorado
$203K -$76.2K -2,028 -27%
CAWM
264
Capital Advisors Wealth Management
Washington
$200K -$904 -24 -0.4%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$182K -$45.7K -1,211 -20%
FFA
266
Founders Financial Alliance
North Carolina
$171K -$8.38K -222 -5%
EW
267
Evoke Wealth
California
$159K – – –
MCC
268
Money Concepts Capital
Florida
$158K +$9.95K +264 +7%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$150K +$453 +12 +0.3%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$125K +$7.55K +201 +6%
FA
271
Flagstar Advisors
New York
$125K +$125K +3,315 New
MA
272
MUFG Americas
New York
$109K – – –
Franklin Resources
273
Franklin Resources
California
$99K +$37.8K +1,000 +62%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$96K +$54.9K +1,460 +134%
Citigroup
275
Citigroup
New York
$87K – – –
9 10
11
12 13