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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$30.6M
2
LW
Linscomb Wealth
Texas
$67.4M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$16.1M
4
AWM
AE Wealth Management
Kansas
$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
$6.05M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$50.5M
2
Bank of America
Bank of America
North Carolina
$105M
3
UBS Group
UBS Group
Switzerland
$57.4M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.08M
5
HNB
Huntington National Bank
Ohio
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
301
Client 1st Advisory Group
Florida
– -$264K -10,921 Closed
AF
302
Allworth Financial
California
– -$226K -9,345 Closed
LFAS
303
Level Four Advisory Services
Texas
– -$228K -9,315 Closed
PG
304
Patten Group
Tennessee
– -$212K -8,772 Closed
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
– -$204K -8,431 Closed
BRWM
306
B. Riley Wealth Management
Tennessee
– -$103K -4,258 Closed
QAM
307
QCI Asset Management
New York
– -$70K -2,903 Closed
ASN
308
Advisory Services Network
Georgia
– -$70K -2,880 Closed
BWA
309
BDO Wealth Advisors
Florida
– -$51K -2,121 Closed
HPC
310
HM Payson & Co
Maine
– -$36K -1,500 Closed
CAN
311
Claraphi Advisory Network
United States
– -$36K -1,500 Closed
CFO
312
CVA Family Office
Colorado
– -$30K -1,230 Closed
SCA
313
Stonebridge Capital Advisors
Minnesota
– -$29K -1,200 Closed
FCFS
314
First Command Financial Services
Texas
– -$15K -629 Closed
FCB
315
First Command Bank
Texas
– -$15K -629 Closed
CFA
316
Carroll Financial Associates
North Carolina
– -$9K -413 Closed
MA
317
MUFG Americas
New York
– -$7K -275 Closed
WCM
318
Wealthcare Capital Management
Virginia
– -$7K -273 Closed
MWM
319
MBE Wealth Management
Wisconsin
– -$6K -260 Closed
CFN
320
Cordasco Financial Network
Florida
– -$4K -180 Closed
FGAM
321
Financial Gravity Asset Management
Texas
– -$3.18K -132 Closed
CB
322
Community Bank
New York
– -$3K -113 Closed
GI
323
Gradient Investments
Minnesota
– -$2K -102 Closed
SWA
324
Stratos Wealth Advisors
Ohio
– -$2K -100 Closed
CA
325
Clearstead Advisors
Ohio
– -$2K -93 Closed
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