DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EverSource Wealth Advisors
Alabama
$74.5K – – –
FNBOSM
302
First National Bank of South Miami
Florida
$70K – – –
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$66K -$71.7K -1,734 -52%
CSPIA
304
Cary Street Partners Investment Advisory
Virginia
$65.8K +$65.8K +1,600 New
PFP
305
Pinnacle Financial Partners
Tennessee
$65.8K – – –
EE
306
EWG Elevate
California
$65.3K +$65.3K +1,588 New
S
307
SignatureFD
Georgia
$64.2K – – –
GEA
308
Glen Eagle Advisors
New Jersey
$60.5K +$123 +3 +0.2%
EW
309
Element Wealth
Mississippi
$57.3K +$535 +13 +0.9%
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$55.5K – – –
IBOK
311
Independence Bank of Kentucky
Kentucky
$53K – – –
CA
312
Crewe Advisors
Utah
$45.6K +$36.9K +898 +426%
HBW
313
Hazlett, Burt & Watson
West Virginia
$45K +$205 +5 +0.5%
CFD
314
Creative Financial Designs
Indiana
$44.4K -$2.18K -53 -5%
FPFS
315
First Personal Financial Services
North Carolina
$43.2K – – –
FFA
316
Founders Financial Alliance
North Carolina
$42K -$144K -3,511 -77%
SWA
317
SOA Wealth Advisors
New York
$41K +$411 +10 +1%
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$39.8K – – –
CB
319
Community Bank
New York
$39.6K – – –
VNA
320
Valley National Advisers
Pennsylvania
$39K – – –
CHA
321
Carmichael Hill & Associates
Maryland
$37.6K – – –
AWM
322
Accel Wealth Management
Iowa
$36.6K +$329 +8 +0.9%
CIAS
323
Capital Investment Advisory Services
North Carolina
$35K +$35K +850 New
TFGT
324
TS Financial Group (TSFG)
Illinois
$33K – – –
CFB
325
Cullen/Frost Bankers
Texas
$32.6K – – –
11 12
13
14 15