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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
276
Valley National Advisers
Pennsylvania
$39K – – –
CHA
277
Carmichael Hill & Associates
Maryland
$38K – – –
CFB
278
Cullen/Frost Bankers
Texas
$37K – – –
AWM
279
Accel Wealth Management
Iowa
$35K +$252 +6 +0.7%
LC
280
Lindbrook Capital
California
$32K +$32K +770 New
SIM
281
Sonora Investment Management
Arizona
$30K +$30K +720 New
CFD
282
Creative Financial Designs
Indiana
$29K +$29K +699 New
AW
283
Avion Wealth
Texas
$28K – – –
PMFA
284
Plante Moran Financial Advisors
Michigan
$27K +$128 +3 +0.5%
EIP
285
Ellis Investment Partners
Pennsylvania
$26K +$165 +4 +0.6%
IF
286
Ironwood Financial
Arizona
$25K – – –
PCG
287
Private Capital Group
Connecticut
$23K – – –
Deutsche Bank
288
Deutsche Bank
Germany
$22K – – –
GRP
289
Global Retirement Partners
California
$21K -$5.14K -123 -20%
SWM
290
Selective Wealth Management
Virginia
$21K +$21K +500 New
WWM
291
Wolff Wiese Magana
California
$19K – – –
BlackRock
292
BlackRock
New York
$18K – – –
PGAM
293
Princeton Global Asset Management
New Jersey
$17K – – –
Franklin Resources
294
Franklin Resources
California
$17K – – –
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$17K +$8.44K +197 +99%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$16.5K – – –
BC
297
Bartlett & Co
Ohio
$16K – – –
BCA
298
Berman Capital Advisors
Georgia
$16K +$16K +390 New
BWM
299
BerganKDV Wealth Management
Minnesota
$14K – – –
FRA
300
Front Row Advisors
California
$12K – – –
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12
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