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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$152M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.6M
2
CAN
2
Cetera Advisor Networks
California
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$35.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
276
Charter Oak Capital Management
New Hampshire
$164K +$81.5K +1,839 +99%
MCC
277
Money Concepts Capital
Florida
$147K +$147K +3,307 New
SFM
278
Signet Financial Management
New Jersey
$135K +$135K +3,034 New
GLLW
279
Graves Light Lenhart Wealth
Virginia
$133K – – –
MAM
280
Mystic Asset Management
Rhode Island
$133K +$133K +3,000 New
AIP
281
Ameritas Investment Partners
Nebraska
$117K -$1.99K -45 -2%
HWA
282
Heritage Wealth Advisors
Virginia
$114K – – –
VCM
283
Viewpoint Capital Management
Washington
$113K +$113K +2,550 New
AWM
284
Aspire Wealth Management
Massachusetts
$113K +$113K +2,557 New
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$109K – – –
PA
286
PSI Advisors
Florida
$106K +$1.92K +43 +2%
William Blair & Company
287
William Blair & Company
Illinois
$105K +$22.1K +499 +27%
MA
288
MUFG Americas
New York
$103K +$103K +2,319 New
JHCP
289
Jackson Hole Capital Partners
Oklahoma
$97K – – –
RG
290
Retirement Group
California
$97K – – –
US Bancorp
291
US Bancorp
Minnesota
$88K -$1.11M -25,064 -93%
EWM
292
Evermay Wealth Management
Virginia
$86K – – –
EWA
293
EverSource Wealth Advisors
Alabama
$80K +$80K +1,810 New
FNBOSM
294
First National Bank of South Miami
Florida
$76K – – –
FFA
295
Freedman Financial Associates
Massachusetts
$75K – – –
Franklin Resources
296
Franklin Resources
California
$72K +$54.2K +1,221 +305%
PFP
297
Pinnacle Financial Partners
Tennessee
$71K – – –
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$66K – – –
GEA
299
Glen Eagle Advisors
New Jersey
$65K +$89 +2 +0.1%
EW
300
Element Wealth
Mississippi
$61K +$486 +11 +0.8%
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