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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$70M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.6M
3
MWM
3
Modera Wealth Management
New Jersey
$5.86M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17.3M
5
RWA
5
Rooted Wealth Advisors
Illinois
$3.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
LW
2
Linscomb Wealth
Texas
$88.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$8.06M
4
Citadel Advisors
4
Citadel Advisors
Florida
$941K
5
RJA
5
Raymond James & Associates
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
276
SPC Financial Inc
Maryland
$252K – – –
MIM
277
MTM Investment Management
South Carolina
$251K – – –
MA
278
MONECO Advisors
Connecticut
$249K +$1.43K +34 +0.6%
SFA
279
Sequoia Financial Advisors
Ohio
$241K +$126 +3 +0.1%
CA
280
CoreCap Advisors
Michigan
$240K +$240K +5,710 New
T
281
TCWP
Ohio
$239K -$23.1K -550 -9%
MA
282
MCF Advisors
Kentucky
$239K – – –
SWA
283
Stratos Wealth Advisors
Ohio
$238K +$238K +5,670 New
DWP
284
Daymark Wealth Partners
Ohio
$238K – – –
RW
285
RVW Wealth
California
$238K -$12.6K -300 -5%
GWP
286
Gateway Wealth Partners
Wisconsin
$235K +$235K +5,600 New
HIS
287
Harvest Investment Services
Illinois
$233K -$9.17K -218 -4%
OLVIG
288
Oliver Lagore Vanvalin Investment Group
Michigan
$230K +$221K +5,265 +2,686%
WFAG
289
Worth Financial Advisory Group
North Carolina
$224K -$18.1K -430 -7%
OPWM
290
Oxinas Partners Wealth Management
Indiana
$222K +$222K +5,282 New
WAM
291
WealthTrust Asset Management
Florida
$220K -$28K -667 -11%
CAWM
292
Capital Advisors Wealth Management
Washington
$218K -$3.2K -76 -1%
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$218K +$293 +7 +0.1%
APWA
294
Atlas Private Wealth Advisors
New Jersey
$203K +$203K +4,824 New
GVAG
295
Great Valley Advisor Group
Delaware
$201K -$17.3K -412 -8%
SFC
296
Strategic Financial Concepts
Texas
$200K +$200K +4,763 New
BFEC
297
Benjamin F. Edwards & Company
Missouri
$169K +$505 +12 +0.3%
CT
298
Colonial Trust
South Carolina
$164K – – –
BAM
299
Bosun Asset Management
Illinois
$164K +$164K +3,900 New
AWM
300
Avior Wealth Management
Nebraska
$134K +$13.8K +329 +12%
10 11
12
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