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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
301
Barnett & Company
Tennessee
$11K – – –
RCA
302
Ranch Capital Advisors
Florida
$10K – – –
CTC
303
Central Trust Company
Missouri
$9K +$1.46K +34 +19%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
EWM
305
EPG Wealth Management
Georgia
$8K +$8K +202 New
TCWM
306
Total Clarity Wealth Management
Illinois
$8K +$8K +204 New
AF
307
Advisornet Financial
Minnesota
$7K +$44 +1 +0.6%
MIFH
308
Migdal Insurance & Financial Holdings
Israel
$6K – – –
RCM
309
Rain Capital Management
Oregon
$5K +$45 +1 +0.9%
MWM
310
Mascoma Wealth Management
New Hampshire
$5K +$5K +128 New
SCA
311
Stonebridge Capital Advisors
Minnesota
$4K -$7.44K -186 -65%
TFGT
312
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
313
Avior Wealth Management
Nebraska
$1K – – –
SW
314
Signify Wealth
Missouri
– -$13.1M -312,552 Closed
CCFM
315
Clear Creek Financial Management
Washington
– -$10.1M -239,741 Closed
AAP
316
Arax Advisory Partners
Colorado
– -$3.4M -81,055 Closed
IC
317
Inscription Capital
Texas
– -$1.24M -29,525 Closed
JWCA
318
J.W. Cole Advisors
Florida
– -$1.22M -29,114 Closed
FTUS
319
Flow Traders U.S.
New York
– -$854K -20,367 Closed
OMC
320
Old Mission Capital
Illinois
– -$661K -15,755 Closed
ASN
321
Advisory Services Network
Georgia
– -$583K -13,901 Closed
CW
322
CreativeOne Wealth
Kansas
– -$339K -8,072 Closed
Citadel Advisors
323
Citadel Advisors
Florida
– -$288K -6,856 Closed
TRCT
324
Tower Research Capital (TRC)
New York
– -$284K -6,772 Closed
TCBWMS
325
Texas Capital Bank Wealth Management Services
Texas
– -$275K -6,561 Closed
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