DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
251
Patten Group
Tennessee
$325K +$56.2K +1,367 +21%
MCC
252
Money Concepts Capital
Florida
$324K +$151K +3,680 +88%
CIBC World Market
253
CIBC World Market
Ontario, Canada
$323K -$231K -5,608 -42%
BF
254
BOK Financial
Oklahoma
$319K +$76.7K +1,865 +32%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$299K +$194K +4,722 +185%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$299K +$100K +2,440 +51%
SFA
257
Source Financial Advisors
New York
$288K +$288K +6,990 New
JIC
258
Johnson Investment Counsel
Ohio
$284K +$411 +10 +0.1%
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
$280K +$280K +6,811 New
GWM
260
Geneos Wealth Management
Colorado
$278K +$56K +1,361 +25%
HIS
261
Harvest Investment Services
Illinois
$278K -$43K -1,045 -13%
RWB
262
RMR Wealth Builders
New Jersey
$277K +$5.51K +134 +2%
T
263
TCWP
Ohio
$275K -$6.62K -161 -2%
DWP
264
Daymark Wealth Partners
Ohio
$273K +$273K +6,648 New
IWN
265
Independent Wealth Network
Iowa
$266K +$266K +6,471 New
FFA
266
Fragasso Financial Advisors
Pennsylvania
$265K +$123 +3 +0%
CA
267
Calton & Associates
Florida
$264K +$11.5K +279 +5%
WAM
268
WealthTrust Asset Management
Florida
$261K -$6.25K -152 -2%
ASN
269
Advisory Services Network
Georgia
$249K +$249K +6,057 New
WFAG
270
Worth Financial Advisory Group
North Carolina
$247K +$247K +6,001 New
SFI
271
SPC Financial Inc
Maryland
$247K -$8.23K -200 -3%
MIM
272
MTM Investment Management
South Carolina
$245K -$19K -462 -7%
RW
273
RVW Wealth
California
$245K – – –
SWP
274
Stratos Wealth Partners
Ohio
$238K -$120K -2,922 -34%
SFA
275
Sequoia Financial Advisors
Ohio
$236K +$165 +4 +0.1%
9 10
11
12 13