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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
CI
CX Institutional
Indiana
$7.82M
2
TRCT
Tower Research Capital (TRC)
New York
$3.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.87M
4
Goldman Sachs
Goldman Sachs
New York
$2.21M
5
BFG
Beacon Financial Group
Texas
$8.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$89.3M
2
HNB
Huntington National Bank
Ohio
$16.1M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
IWA
Inspirion Wealth Advisors
Illinois
$3.95M
5
SWM
SVA Wealth Management
Wisconsin
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
276
TS Financial Group (TSFG)
Illinois
$1K – – –
PS
277
Planned Solutions
California
$1K +$1K +35 New
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$299 – – –
UWM
279
USAdvisors Wealth Management
Minnesota
$253 +$1 +21 +0.2%
AIP
280
Almanack Investment Partners
Pennsylvania
– -$6.05M -213,322 Closed
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Virginia
– -$5.12M -180,663 Closed
HAS
282
HBW Advisory Services
California
– -$2.64M -93,270 Closed
CWM
283
Capital Wealth Management
Rhode Island
– -$2.26M -79,809 Closed
SW
284
StrongBox Wealth
Missouri
– -$717K -25,308 Closed
TI
285
Trexquant Investment
Connecticut
– -$476K -16,811 Closed
MOS
286
MGO One Seven
Ohio
– -$326K -11,511 Closed
MMA
287
Miracle Mile Advisors
California
– -$294K -10,384 Closed
PMG
288
ProVise Management Group
Florida
– -$280K -9,885 Closed
Brown Advisory
289
Brown Advisory
Maryland
– -$243K -8,565 Closed
FIM
290
Fernwood Investment Management
Massachusetts
– -$218K -7,683 Closed
WMA
291
Wealth Management Associates
New Jersey
– -$209K -7,386 Closed
PA
292
PFG Advisors
Arizona
– -$203K -7,259 Closed
JPLA
293
Joseph P. Lucia & Associates
New York
– -$138K -4,880 Closed
SIM
294
Sonora Investment Management
Arizona
– -$76K -2,692 Closed
FANJ
295
Financial Architects (New Jersey)
New Jersey
– -$59K -2,081 Closed
ACA
296
Atlas Capital Advisors
Wyoming
– -$32.1K -1,131 Closed
WOC
297
West Oak Capital
California
– -$12K -410 Closed
SFSIG
298
San Francisco Sentry Investment Group
California
– -$10K -364 Closed
BL
299
Balentine LLC
Georgia
– -$6K -213 Closed
OPS
300
Orion Portfolio Solutions
Nebraska
– -$4K -136 Closed
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