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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Alhambra Investment Management
Florida
$211K – – –
AOWM
277
Alpha Omega Wealth Management
Virginia
$205K -$1.02K -23 -0.5%
FAB
278
First American Bank
Illinois
$204K – – –
MC
279
Moors & Cabot
Massachusetts
$200K -$1.51K -34 -0.8%
HIIFS
280
Harel Insurance Investments & Financial Services
Israel
$200K – – –
LAS
281
Lloyd Advisory Services
Georgia
$196K -$4.62K -104 -2%
EW
282
Evoke Wealth
California
$188K – – –
SWM
283
Spire Wealth Management
Virginia
$187K -$765K -17,251 -80%
JPLA
284
Joseph P. Lucia & Associates
New York
$187K +$187K +4,216 New
BFEC
285
Benjamin F. Edwards & Company
Missouri
$175K +$10.7K +241 +6%
COCM
286
Charter Oak Capital Management
New Hampshire
$164K +$44 +1 +0%
PA
287
PSI Advisors
Florida
$160K +$54.3K +1,222 +51%
GLLW
288
Graves Light Lenhart Wealth
Virginia
$133K – – –
HWA
289
Heritage Wealth Advisors
Virginia
$114K – – –
VCM
290
Viewpoint Capital Management
Washington
$113K – – –
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$110K – – –
AIP
292
Ameritas Investment Partners
Nebraska
$107K -$9.49K -215 -8%
MA
293
MUFG Americas
New York
$103K – – –
William Blair & Company
294
William Blair & Company
Illinois
$102K -$3.37K -76 -3%
Citigroup
295
Citigroup
New York
$102K +$102K +2,298 New
JHCP
296
Jackson Hole Capital Partners
Oklahoma
$97K – – –
RG
297
Retirement Group
California
$93K +$239 +5 +0.3%
EWM
298
Evermay Wealth Management
Virginia
$86K – – –
Franklin Resources
299
Franklin Resources
California
$81K +$8.9K +200 +12%
EWA
300
EverSource Wealth Advisors
Alabama
$80K – – –
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