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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
301
Retirement Group
California
$76K +$572 +14 +0.8%
William Blair & Company
302
William Blair & Company
Illinois
$75.8K -$9.22K -225 -11%
EWA
303
EverSource Wealth Advisors
Alabama
$74.2K – – –
FNBOSM
304
First National Bank of South Miami
Florida
$70.1K – – –
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$65.6K – – –
PFP
306
Pinnacle Financial Partners
Tennessee
$65.5K – – –
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$65K – – –
BF
308
BOK Financial
Oklahoma
$61.1K -$257K -6,262 -81%
GEA
309
Glen Eagle Advisors
New Jersey
$60.3K +$41 +1 +0.1%
EW
310
Element Wealth
Mississippi
$57.3K +$287 +7 +0.5%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$55.4K – – –
HBW
312
Hazlett, Burt & Watson
West Virginia
$54K +$8.75K +212 +19%
IBOK
313
Independence Bank of Kentucky
Kentucky
$53.3K – – –
S
314
SignatureFD
Georgia
$49.6K -$14.3K -350 -22%
CFD
315
Creative Financial Designs
Indiana
$43.3K -$943 -23 -2%
FFA
316
Founders Financial Alliance
North Carolina
$41.8K – – –
SWA
317
SOA Wealth Advisors
New York
$41.1K +$205 +5 +0.5%
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$39.7K – – –
VNA
319
Valley National Advisers
Pennsylvania
$38K – – –
CHA
320
Carmichael Hill & Associates
Maryland
$37.5K – – –
CA
321
Crewe Advisors
Utah
$36.8K -$8.65K -211 -19%
AWM
322
Accel Wealth Management
Iowa
$36.6K +$205 +5 +0.6%
CIAS
323
Capital Investment Advisory Services
North Carolina
$35K +$205 +5 +0.6%
FPFS
324
First Personal Financial Services
North Carolina
$34.8K -$8.2K -200 -19%
TFGT
325
TS Financial Group (TSFG)
Illinois
$33K – – –
11 12
13
14 15