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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.92M
2
LPL Financial
2
LPL Financial
California
$72.8M
3
CJFS
3
Coulter & Justus Financial Services
Tennessee
$8.95M
4
CCM
4
Coldstream Capital Management
Washington
$21.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.8M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$21M
3
LW
3
Linscomb Wealth
Texas
$81.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$24.1M
5
BFG
5
Beacon Financial Group
Texas
$7M
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
276
HUB Investment Partners
Texas
$263K 6,426 – –
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$263K 6,415 -211 -3%
SPC
278
Sigma Planning Corp
Michigan
$259K 6,314 -1,904 -23%
NW
279
NewEdge Wealth
Pennsylvania
$255K 6,227 -840 -12%
GWP
280
Gateway Wealth Partners
Wisconsin
$251K 6,138 +538 +10%
RWB
281
RMR Wealth Builders
New Jersey
$248K 6,047 -50 -0.8%
SFI
282
SPC Financial Inc
Maryland
$246K 5,994 – –
Neuberger Berman Group
283
Neuberger Berman Group
New York
$245K 5,981 +5,981 New
MIM
284
MTM Investment Management
South Carolina
$244K 5,959 – –
MA
285
MONECO Advisors
Connecticut
$244K 5,957 +28 +0.5%
PAS
286
Park Avenue Securities
New York
$244K 5,967 +5,967 New
TIAA Trust, National Association
287
TIAA Trust, National Association
North Carolina
$238K 5,799 +5,799 New
SFA
288
Sequoia Financial Advisors
Ohio
$235K 5,738 +2 +0%
MA
289
MCF Advisors
Kentucky
$232K 5,676 – –
DWP
290
Daymark Wealth Partners
Ohio
$232K 5,670 – –
OPWM
291
Oxinas Partners Wealth Management
Indiana
$232K 5,662 +380 +7%
RW
292
RVW Wealth
California
$232K 5,653 – –
AC
293
Anson Capital
Georgia
$230K 5,605 +5,605 New
CA
294
CoreCap Advisors
Michigan
$227K 5,535 -175 -3%
NL
295
NWAM LLC
Washington
$221K 5,405 +5,405 New
KV
296
Kickstand Ventures
New York
$220K 5,373 +5,373 New
AA
297
Argent Advisors
Louisiana
$214K 5,230 +5,230 New
HIS
298
Harvest Investment Services
Illinois
$214K 5,221 -312 -6%
CAWM
299
Capital Advisors Wealth Management
Washington
$213K 5,210 +23 +0.4%
WFAG
300
Worth Financial Advisory Group
North Carolina
$209K 5,101 -215 -4%
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