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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 %
GSWM
351
Golden State Wealth Management
California
– -$3.91M -107,679 Closed
TF
352
Trek Financial
Arizona
– -$654K -18,070 Closed
Renaissance Technologies
353
Renaissance Technologies
New York
– -$410K -11,300 Closed
MHS
354
M Holdings Securities
Oregon
– -$405K -11,155 Closed
AWA
355
Arete Wealth Advisors
Illinois
– -$316K -8,700 Closed
AWA
356
Alaska Wealth Advisors
Alaska
– -$289K -7,950 Closed
TP
357
Tranquility Partners
Tennessee
– -$286K -7,880 Closed
SCM
358
SOL Capital Management
Maryland
– -$272K -7,500 Closed
FFS
359
Founders Financial Securities
Maryland
– -$267K -7,356 Closed
RCG
360
Ruggie Capital Group
Florida
– -$233K -6,430 Closed
NP
361
NorthRock Partners
Minnesota
– -$217K -5,988 Closed
TVAMP
362
Tennessee Valley Asset Management Partners
Tennessee
– -$212K -5,843 Closed
Fisher Asset Management
363
Fisher Asset Management
Washington
– -$211K -5,819 Closed
EW
364
Evoke Wealth
California
– -$153K -4,226 Closed
GWAG
365
Garrett Wealth Advisory Group
Texas
– -$114K -3,132 Closed
UBS AM
366
UBS AM
Illinois
– -$89.8K -2,472 Closed
DP
367
Denver PWM
Colorado
– -$46.1K -1,275 Closed
SB
368
Strategic Blueprint
Georgia
– -$9K -250 Closed
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5K -150 Closed
TF
370
Tompkins Financial
New York
– -$3K -79 Closed
CIAS
371
Capital Investment Advisory Services
North Carolina
– -$1K -26 Closed
IFAM
372
Institutional & Family Asset Management
Colorado
– -$1K -23 Closed
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