DON icon

WisdomTree US MidCap Dividend Fund
DON

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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
326
Cullen/Frost Bankers
Texas
$32.5K – – –
CSWM
327
Cassady Schiller Wealth Management
Ohio
$30.7K – – –
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$30.5K +$1.11K +27,170 +4%
MTIC
329
Missouri Trust & Investment Company
Missouri
$29.7K – – –
HGERS
330
Householder Group Estate & Retirement Specialist
Arizona
$29K +$29K +704 New
GRP
331
Global Retirement Partners
California
$27.9K – – –
PMFA
332
Plante Moran Financial Advisors
Michigan
$27.2K +$123 +3 +0.5%
QC
333
Quent Capital
New York
$24.9K +$24.9K +608 New
APC
334
Aspire Private Capital
North Carolina
$23.4K – – –
AW
335
Avion Wealth
Texas
$21K – – –
AAG
336
Armstrong Advisory Group
Massachusetts
$18.5K – – –
WWM
337
Wolff Wiese Magana
California
$18.4K – – –
BCWM
338
Bartlett & Co Wealth Management
Ohio
$17.4K – – –
BC
339
Bartlett & Co
Ohio
$17K – – –
FRA
340
Front Row Advisors
California
$16K – – –
BWM
341
BerganKDV Wealth Management
Minnesota
$14.1K – – –
NFSG
342
Newbridge Financial Services Group
Florida
$13.9K -$2.66K -65 -16%
Deutsche Bank
343
Deutsche Bank
Germany
$13.5K -$7.58K -185 -36%
LTI
344
Laffer Tengler Investments
Tennessee
$13.4K +$13.4K +328 New
TWD
345
True Wealth Design
Ohio
$13.3K +$13.3K +325 New
PB
346
Pinnacle Bancorp
Nebraska
$13.1K – – –
RFA
347
Register Financial Advisors
Georgia
$11.1K – – –
CB
348
CNB Bank
Pennsylvania
$10.2K +$10.2K +249 New
FMP
349
Financial Management Professionals
Texas
$9K +$9K +222 New
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$8.2K – – –
12 13
14
15 16