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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$336K +$307K +7,500 +1,071%
EWA
252
EP Wealth Advisors
California
$328K -$2.51M -25,570 -88%
OIA
253
OneDigital Investment Advisors
Kansas
$326K -$6.8K -166 -2%
IWN
254
Independent Wealth Network
Iowa
$322K +$56.8K +1,385 +21%
CSA
255
Cottage Street Advisors
Massachusetts
$312K +$312K +7,624 New
PFS
256
Prospera Financial Services
Texas
$311K -$13.5K -330 -4%
JIC
257
Johnson Investment Counsel
Ohio
$310K +$27.2K +664 +10%
GWM
258
Geneos Wealth Management
Colorado
$304K +$26.8K +654 +10%
MMA
259
Miracle Mile Advisors
California
$303K +$303K +7,397 New
SFS
260
Sowell Financial Services
Arkansas
$296K +$296K +7,232 New
NW
261
NewEdge Wealth
Pennsylvania
$290K +$290K +7,067 New
HIP
262
HUB Investment Partners
Texas
$288K +$288K +7,020 New
SFA
263
Source Financial Advisors
New York
$286K – – –
RCM
264
Requisite Capital Management
Texas
$274K +$274K +6,674 New
US Bancorp
265
US Bancorp
Minnesota
$273K +$132K +3,210 +93%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$267K -$31.1K -759 -10%
FFA
267
Fragasso Financial Advisors
Pennsylvania
$266K +$2.91K +71 +1%
RWB
268
RMR Wealth Builders
New Jersey
$265K -$11K -269 -4%
CA
269
Calton & Associates
Florida
$264K +$574 +14 +0.2%
T
270
TCWP
Ohio
$255K -$18.5K -452 -7%
IWC
271
Integrated Wealth Concepts
Massachusetts
$246K +$246K +6,013 New
SFI
272
SPC Financial Inc
Maryland
$246K – – –
MIM
273
MTM Investment Management
South Carolina
$244K – – –
RW
274
RVW Wealth
California
$244K – – –
MA
275
MONECO Advisors
Connecticut
$242K +$31.1K +758 +15%
9 10
11
12 13