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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.9M
2
KAS
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
MSFS
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$24.3M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
LPL Financial
LPL Financial
California
$47.6M
5
IWM
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
326
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$7K +196 New
MIFH
327
Migdal Insurance & Financial Holdings
Israel
$6K – – –
AF
328
Advisornet Financial
Minnesota
$6K +$37 +1 +0.6%
C
329
Covestor
United Kingdom
$6K +$282 +8 +5%
ONST
330
Old North State Trust
North Carolina
$6K +$6K +146 New
MWM
331
Mascoma Wealth Management
New Hampshire
$5K – – –
AWM
332
Aspire Wealth Management
Massachusetts
$4K -$6.65K -173 -62%
RCM
333
Rain Capital Management
Oregon
$4K – – –
WFA
334
Wipfli Financial Advisors
Wisconsin
$3K +$3K +86 New
PWP
335
Principle Wealth Partners
Connecticut
$1.21K +$138 +3,650 +13%
NMG
336
New Millennium Group
Utah
$1K -$278 -10 -22%
BONH
337
Bank of New Hampshire
New Hampshire
$1K – – –
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$466 – +5 +0%
FGAM
339
Financial Gravity Asset Management
Texas
$245 -$6 -1 -3%
CCFM
340
Clear Creek Financial Management
Washington
– -$4.67M -119,718 Closed
EE
341
EWG Elevate
California
– -$2.76M -70,773 Closed
CCWA
342
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.34M -60,080 Closed
CBN
343
Cadence Bank NA
Texas
– -$1.28M -32,793 Closed
WEG
344
World Equity Group
Illinois
– -$717K -18,385 Closed
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
– -$702K -17,756 Closed
CAM
346
Cresset Asset Management
Illinois
– -$549K -17,589 Closed
TNA
347
True North Advisors
Texas
– -$468K -12,030 Closed
AT
348
American Trust
Kentucky
– -$462K -11,864 Closed
FTUS
349
Flow Traders U.S.
New York
– -$284K -7,276 Closed
ES
350
Eagle Strategies
New York
– -$249K -6,380 Closed
11 12 13
14
15