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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
301
Stonebridge Capital Advisors
Minnesota
$12K +$4.2K +100 +54%
BC
302
Barnett & Company
Tennessee
$11K -$326K -7,996 -97%
RCA
303
Ranch Capital Advisors
Florida
$10K – – –
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
CTC
305
Central Trust Company
Missouri
$7K – – –
AF
306
Advisornet Financial
Minnesota
$7K +$44 +1 +0.6%
MIFH
307
Migdal Insurance & Financial Holdings
Israel
$6K – – –
RCM
308
Rain Capital Management
Oregon
$5K +$46 +1 +0.9%
NFSG
309
Newbridge Financial Services Group
Florida
$5K +$5K +109 New
TFGT
310
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
311
Avior Wealth Management
Nebraska
$1K – – –
CIAS
312
Capital Investment Advisory Services
North Carolina
$1K – – –
BWM
313
BCS Wealth Management
Tennessee
– -$2.64M -65,319 Closed
WIA
314
Wealthstreet Investment Advisors
Texas
– -$1.08M -26,765 Closed
FNB
315
Farmers National Bank
Kentucky
– -$891K -22,033 Closed
MSA
316
Marino Stram & Associates
Massachusetts
– -$605K -14,963 Closed
VFA
317
Voya Financial Advisors
Connecticut
– -$511K -12,604 Closed
UBV
318
United Bank (Virginia)
Virginia
– -$408K -10,084 Closed
MHS
319
M Holdings Securities
Oregon
– -$253K -6,263 Closed
RWB
320
RMR Wealth Builders
New Jersey
– -$223K -5,516 Closed
XF
321
XML Financial
Maryland
– -$202K -5,006 Closed
SFS
322
Sowell Financial Services
Arkansas
– -$189K -4,383 Closed
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
– -$86K -2,116 Closed
EP
324
Eudaimonia Partners
Tennessee
– -$75K -1,853 Closed
SSWG
325
Seven Springs Wealth Group
Tennessee
– -$59K -1,452 Closed
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13
14