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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
276
QCI Asset Management
New York
$148K – – –
EP
277
Eudaimonia Partners
Tennessee
$138K +$138K +3,633 New
AIP
278
Ameritas Investment Partners
Nebraska
$135K +$76 +2 +0.1%
ASN
279
Advisory Services Network
Georgia
$110K +$11.5K +300 +12%
VCP
280
Verus Capital Partners
Arizona
$104K +$104K +2,721 New
SIM
281
Sonora Investment Management
Arizona
$102K – – –
HWA
282
Heritage Wealth Advisors
Virginia
$97.5K – – –
FPFS
283
First Personal Financial Services
North Carolina
$87K – – –
JHCP
284
Jackson Hole Capital Partners
Oklahoma
$86K – – –
BWA
285
BDO Wealth Advisors
Florida
$80K +$455 +12 +0.6%
PA
286
Parallel Advisors
California
$79K – – –
FANJ
287
Financial Architects (New Jersey)
New Jersey
$79K +$60.4K +1,578 +324%
GEA
288
Glen Eagle Advisors
New Jersey
$78K +$25.7K +676 +49%
SSWG
289
Seven Springs Wealth Group
Tennessee
$75K +$75K +1,959 New
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$74K – – –
IBOK
291
Independence Bank of Kentucky
Kentucky
$71K – – –
Deutsche Bank
292
Deutsche Bank
Germany
$71K +$37.9K +1,000 +114%
RG
293
Retirement Group
California
$70K +$70K +1,840 New
JCM
294
Jacobi Capital Management
Pennsylvania
$67K +$382 +10 +0.6%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$61K -$54.1K -1,424 -47%
PCG
296
Private Capital Group
Connecticut
$61K +$34.5K +910 +130%
PFP
297
Pinnacle Financial Partners
Tennessee
$61K +$61K +1,599 New
TRCT
298
Tower Research Capital (TRC)
New York
$58K -$2.12M -56,044 -97%
HPC
299
HM Payson & Co
Maine
$57K – – –
AssetMark Inc
300
AssetMark Inc
California
$55K +$55K +1,455 New
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12
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