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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.5M
2
TIA
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.9M
4
AWA
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
Bank of America
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.9M
5
UBS Group
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
276
Carmichael Hill & Associates
Maryland
$32K – – –
CFB
277
Cullen/Frost Bankers
Texas
$31K -$34.3K -975 -53%
AWM
278
Accel Wealth Management
Iowa
$29K +$29K +826 New
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$27K +$8.34K +236 +45%
PCG
280
Private Capital Group
Connecticut
$24K – – –
AW
281
Avion Wealth
Texas
$24K – – –
EIP
282
Ellis Investment Partners
Pennsylvania
$22K -$8.19K -233 -27%
PMFA
283
Plante Moran Financial Advisors
Michigan
$22K +$210 +6 +1%
IF
284
Ironwood Financial
Arizona
$21K -$11.7K -333 -36%
GSAM
285
Grant Street Asset Management
Pennsylvania
$19K +$19K +541 New
Deutsche Bank
286
Deutsche Bank
Germany
$18K – – –
RPWA
287
Regent Peak Wealth Advisors
Georgia
$17K +$17K +488 New
WWM
288
Wolff Wiese Magana
California
$16K +$16K +450 New
CTFG
289
Capstone Triton Financial Group
Oklahoma
$15K +$15K +428 New
PGAM
290
Princeton Global Asset Management
New Jersey
$14K – – –
Franklin Resources
291
Franklin Resources
California
$14K +$14K +400 New
BWM
292
BerganKDV Wealth Management
Minnesota
$12K – – –
RCA
293
Ranch Capital Advisors
Florida
$10K -$385 -12 -4%
WEC
294
Winslow Evans & Crocker
Massachusetts
$10K – – –
FRA
295
Front Row Advisors
California
$10K – – –
AP
296
Arlington Partners
Alabama
$10K +$10K +276 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$7K – – –
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
CTC
299
Central Trust Company
Missouri
$6K – – –
AF
300
Advisornet Financial
Minnesota
$5K -$84.9K -2,667 -94%
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