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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.5M
2
TIA
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.9M
4
AWA
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
Bank of America
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.9M
5
UBS Group
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
301
Migdal Insurance & Financial Holdings
Israel
$5K – – –
RCM
302
Rain Capital Management
Oregon
$4K – – –
TFGT
303
TS Financial Group (TSFG)
Illinois
$2K – – –
CAAS
304
Capital Asset Advisory Services
Michigan
$2K +$2K +57 New
CIAS
305
Capital Investment Advisory Services
North Carolina
$1K – – –
PS
306
Planned Solutions
California
$1K – – –
FGAM
307
Financial Gravity Asset Management
Texas
$1K +$1K +33 New
XF
308
XML Financial
Maryland
– -$1.59M -54,830 Closed
HighTower Advisors
309
HighTower Advisors
Illinois
– -$1.36M -46,969 Closed
BRWM
310
B. Riley Wealth Management
Tennessee
– -$1.25M -21,498 Closed
SIM
311
Sadoff Investment Management
Wisconsin
– -$390K -13,502 Closed
LNC
312
Lincoln National Corp
Pennsylvania
– -$347K -12,001 Closed
PAM
313
Premier Asset Management
Illinois
– -$311K -10,740 Closed
UWM
314
USAdvisors Wealth Management
Minnesota
– -$253 -8,770 Closed
AWM
315
Aprio Wealth Management
Georgia
– -$254K -8,769 Closed
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
– -$249K -8,620 Closed
FHA
317
Flagship Harbor Advisors
Massachusetts
– -$159K -5,502 Closed
PFS
318
Prospera Financial Services
Texas
– -$135K -4,681 Closed
BBPWM
319
Blue Bell Private Wealth Management
Pennsylvania
– -$133K -4,586 Closed
WCG
320
Weaver Consulting Group
California
– -$78K -2,678 Closed
PA
321
Parallel Advisors
California
– -$39K -1,360 Closed
JCM
322
Jacobi Capital Management
Pennsylvania
– -$36K -1,235 Closed
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
– -$29K -1,004 Closed
HFA
324
Hoover Financial Advisors
Pennsylvania
– -$14K -481 Closed
F
325
F3Logic
Minnesota
– -$10.2K -352 Closed
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