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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
301
MYCIO Wealth Partners
Pennsylvania
$53K – – –
WOC
302
West Oak Capital
California
$52K -$22.8K -600 -30%
EAM
303
Eukles Asset Management
Ohio
$47K – – –
LAS
304
Lloyd Advisory Services
Georgia
$47K +$47K +1,231 New
SCA
305
Stonebridge Capital Advisors
Minnesota
$46K – – –
ACA
306
Atlas Capital Advisors
Wyoming
$43K – – –
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
BWM
308
BerganKDV Wealth Management
Minnesota
$36K +$13.1K +344 +57%
IF
309
Ironwood Financial
Arizona
$35K – – –
CHA
310
Carmichael Hill & Associates
Maryland
$35K +$35K +915 New
CFB
311
Cullen/Frost Bankers
Texas
$33K -$39.9K -1,065 -55%
EW
312
Element Wealth
Mississippi
$33K +$33K +864 New
EIP
313
Ellis Investment Partners
Pennsylvania
$32K -$13.1K -345 -29%
CFG
314
Capstone Financial Group
Oklahoma
$32K +$32K +850 New
LC
315
Lindbrook Capital
California
$28K +$28K +730 New
CA
316
CXI Advisors
Indiana
$27K +$27K +711 New
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$26K – – –
FCFS
318
First Command Financial Services
Texas
$24K – – –
FCB
319
First Command Bank
Texas
$24K – – –
PMFA
320
Plante Moran Financial Advisors
Michigan
$23K +$2.23K +59 +11%
VNA
321
Valley National Advisers
Pennsylvania
$23K +$23K +600 New
TCWM
322
Total Clarity Wealth Management
Illinois
$18K +$18K +464 New
CFA
323
Carroll Financial Associates
North Carolina
$15K -$70.3K -1,935 -82%
LWA
324
Lowe Wealth Advisors
Maryland
$15K – – –
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$15K +$151 +4 +1%
11 12
13
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