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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.9M
2
KAS
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
MSFS
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$24.3M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
LPL Financial
LPL Financial
California
$47.6M
5
IWM
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
276
Ameritas Investment Partners
Nebraska
$85K -$2.06K -55 -2%
US Bancorp
277
US Bancorp
Minnesota
$84K -$21K -554 -20%
William Blair & Company
278
William Blair & Company
Illinois
$78K – – –
SWM
279
Spire Wealth Management
Virginia
$73K -$7.91K -210 -10%
EWM
280
Evermay Wealth Management
Virginia
$73K – – –
EWA
281
EverSource Wealth Advisors
Alabama
$68K – – –
FNBOSM
282
First National Bank of South Miami
Florida
$64K – – –
PFP
283
Pinnacle Financial Partners
Tennessee
$60K – – –
S
284
SignatureFD
Georgia
$59K +$13.2K +350 +29%
GEA
285
Glen Eagle Advisors
New Jersey
$55.3K -$5.62K -149 -9%
EW
286
Element Wealth
Mississippi
$52K +$415 +11 +0.8%
National Bank of Canada
287
National Bank of Canada
Quebec, Canada
$51K – – –
IBOK
288
Independence Bank of Kentucky
Kentucky
$49K – – –
TRCT
289
Tower Research Capital (TRC)
New York
$45K -$505K -13,501 -92%
CFD
290
Creative Financial Designs
Indiana
$43K -$2.39K -63 -5%
AIP
291
Almanack Investment Partners
Pennsylvania
$43K +$43K +1,143 New
TAM
292
Tucker Asset Management
Colorado
$42.5K +$42.5K +1,017 New
HBW
293
Hazlett, Burt & Watson
West Virginia
$41K +$300 +8 +0.7%
FPFS
294
First Personal Financial Services
North Carolina
$40K – – –
VNA
295
Valley National Advisers
Pennsylvania
$37K – – –
SWA
296
SOA Wealth Advisors
New York
$37K +$300 +8 +0.8%
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
CB
298
Community Bank
New York
$36K – – –
AWM
299
Accel Wealth Management
Iowa
$35K +$238 +6 +0.7%
CHA
300
Carmichael Hill & Associates
Maryland
$34K – – –
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