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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MCF Advisors
Kentucky
$234K – – –
CA
277
CoreCap Advisors
Michigan
$227K -$53.2K -1,294 -19%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$218K -$31.1K -754 -13%
CAWM
279
Capital Advisors Wealth Management
Washington
$216K -$2.8K -68 -1%
GVAG
280
Great Valley Advisor Group
Delaware
$214K +$214K +5,192 New
BCG
281
Breakwater Capital Group
New Jersey
$213K +$213K +5,180 New
CRWM
282
Castle Rock Wealth Management
California
$212K +$212K +4,826 New
MA
283
MONECO Advisors
Connecticut
$211K +$211K +5,137 New
AFAS
284
Acorn Financial Advisory Services
Virginia
$206K +$206K +5,003 New
FIM
285
Fernwood Investment Management
Massachusetts
$204K +$204K +4,949 New
D
286
Diversified
Delaware
$202K +$202K +4,920 New
AIM
287
Alhambra Investment Management
Florida
$202K +$202K +4,906 New
CT
288
Colonial Trust
South Carolina
$168K +$168K +4,074 New
BFEC
289
Benjamin F. Edwards & Company
Missouri
$164K +$657 +16 +0.4%
US Bancorp
290
US Bancorp
Minnesota
$142K +$50.7K +1,233 +56%
TRCT
291
Tower Research Capital (TRC)
New York
$132K +$82.2K +1,986 +165%
Franklin Resources
292
Franklin Resources
California
$108K – – –
VCM
293
Viewpoint Capital Management
Washington
$105K +$105K +2,550 New
IGWM
294
ICA Group Wealth Management
Colorado
$90K +$90K +2,187 New
William Blair & Company
295
William Blair & Company
Illinois
$85.4K – – –
AIP
296
Ameritas Investment Partners
Nebraska
$80K -$13.4K -325 -14%
SWM
297
Spire Wealth Management
Virginia
$80K – – –
EWM
298
Evermay Wealth Management
Virginia
$79.6K – – –
Belvedere Trading
299
Belvedere Trading
Illinois
$78.2K +$78.2K +1,900 New
RG
300
Retirement Group
California
$76K +$75.8K +1,842 +36,840%
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