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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Allworth Financial
California
$40K – – –
VNA
277
Valley National Advisers
Pennsylvania
$39K – – –
SWA
278
SOA Wealth Advisors
New York
$39K +$202 +5 +0.5%
CHA
279
Carmichael Hill & Associates
Maryland
$38K – – –
CFB
280
Cullen/Frost Bankers
Texas
$36K – – –
SIM
281
Sonora Investment Management
Arizona
$30K – – –
AW
282
Avion Wealth
Texas
$28K – – –
EIP
283
Ellis Investment Partners
Pennsylvania
$26K +$123 +3 +0.5%
PMFA
284
Plante Moran Financial Advisors
Michigan
$26K +$163 +4 +0.6%
IF
285
Ironwood Financial
Arizona
$25K – – –
ONST
286
Old North State Trust
North Carolina
$23K -$19.7K -466 -46%
PCG
287
Private Capital Group
Connecticut
$23K – – –
Deutsche Bank
288
Deutsche Bank
Germany
$22K – – –
GRP
289
Global Retirement Partners
California
$21K +$125 +3 +0.6%
BIA
290
Bell Investment Advisors
California
$20K +$20K +471 New
WWM
291
Wolff Wiese Magana
California
$19K – – –
BMD
292
Better Money Decisions
New Mexico
$18K +$18K +426 New
PGAM
293
Princeton Global Asset Management
New Jersey
$17K – – –
Franklin Resources
294
Franklin Resources
California
$17K – – –
BCWM
295
Bartlett & Co Wealth Management
Ohio
$16.3K – – –
BC
296
Bartlett & Co
Ohio
$16K – – –
BCA
297
Berman Capital Advisors
Georgia
$16K – – –
BWM
298
BerganKDV Wealth Management
Minnesota
$14K – – –
NFSG
299
Newbridge Financial Services Group
Florida
$13K +$8.63K +215 +197%
FRA
300
Front Row Advisors
California
$12K – – –
10 11
12
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