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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
326
Bartlett & Co Wealth Management
Ohio
$15K – – –
SFSIG
327
San Francisco Sentry Investment Group
California
$14K – – –
WQ
328
Wealth Quarterback
New Jersey
$12.9K +$12.9K +1,476 New
WEC
329
Winslow Evans & Crocker
Massachusetts
$12K -$29K -726 -71%
FPB
330
First PREMIER Bank
South Dakota
$12K – – –
OPS
331
Orion Portfolio Solutions
Nebraska
$11K +$11K +281 New
DY
332
Dowling & Yahnke
California
$11K +$11K +297 New
WCM
333
Wealthcare Capital Management
Virginia
$10K – – –
SIAS
334
Shine Investment Advisory Services
Colorado
$9K – – –
BL
335
Balentine LLC
Georgia
$8K +$76 +2 +1%
CFN
336
Cordasco Financial Network
Florida
$7K – – –
MIFH
337
Migdal Insurance & Financial Holdings
Israel
$6K – – –
BlackRock
338
BlackRock
New York
$6K +$3.02K +76 +101%
BFO
339
Biltmore Family Office
North Carolina
$6K +$6K +147 New
FRA
340
Front Row Advisors
California
$5K – – –
LWA
341
Lenox Wealth Advisors
New York
$5K +$5K +132 New
GI
342
Gradient Investments
Minnesota
$4K – – –
RCM
343
Rain Capital Management
Oregon
$4K – – –
AIS
344
Accurate Investment Solutions
Pennsylvania
$3K +$37 +1 +1%
TFGT
345
TS Financial Group (TSFG)
Illinois
$2K -$4K -102 -67%
MSFP
346
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
RIA
347
Realta Investment Advisors
Delaware
$2K – – –
WCG
348
Weaver Consulting Group
California
$2K – – –
CAAS
349
Capital Asset Advisory Services
Michigan
$2K +$2K +57 New
SAM
350
S.A. Mason
Michigan
$2K +$2K +58 New
11 12 13
14
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