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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
LPL Financial
California
$67.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
276
WealthTrust Asset Management
Florida
$241K -$18.2K -445 -7%
HIS
277
Harvest Investment Services
Illinois
$236K -$41.2K -1,006 -15%
WFAG
278
Worth Financial Advisory Group
North Carolina
$235K -$10.5K -255 -4%
SFA
279
Sequoia Financial Advisors
Ohio
$235K +$41 +1 +0%
MA
280
MCF Advisors
Kentucky
$233K – – –
DWP
281
Daymark Wealth Partners
Ohio
$232K -$40.1K -978 -15%
CAWM
282
Capital Advisors Wealth Management
Washington
$216K +$779 +19 +0.4%
BCG
283
Breakwater Capital Group
New Jersey
$215K +$2.66K +65 +1%
CRWM
284
Castle Rock Wealth Management
California
$213K +$21.2K +534 +11%
GVAG
285
Great Valley Advisor Group
Delaware
$213K +$246 +6 +0.1%
AC
286
Anson Capital
Georgia
$212K +$212K +5,166 New
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$210K -$2.9K -72 -1%
WS
288
Wedbush Securities
California
$206K +$206K +5,028 New
D
289
Diversified
Delaware
$202K – – –
BFEC
290
Benjamin F. Edwards & Company
Missouri
$164K +$369 +9 +0.2%
CT
291
Colonial Trust
South Carolina
$158K -$5.93K -147 -4%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$151K -$147K -3,582 -49%
ASN
293
Advisory Services Network
Georgia
$140K -$108K -2,647 -44%
AWM
294
Avior Wealth Management
Nebraska
$117K +$116K +2,835 +12,886%
Franklin Resources
295
Franklin Resources
California
$107K – – –
VCM
296
Viewpoint Capital Management
Washington
$104K – – –
IGWM
297
ICA Group Wealth Management
Colorado
$89.6K – – –
SWM
298
Spire Wealth Management
Virginia
$88K +$8.61K +210 +11%
AIP
299
Ameritas Investment Partners
Nebraska
$79.9K +$205 +5 +0.3%
EWM
300
Evermay Wealth Management
Virginia
$79.3K – – –
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