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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
351
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
352
Avior Wealth Management
Nebraska
$1K – – –
FFWM
353
Future Financial Wealth Management
Ohio
$1K – – –
BONH
354
Bank of New Hampshire
New Hampshire
$1K +$1K +30 New
FGAM
355
Financial Gravity Asset Management
Texas
$289 – – –
Citadel Advisors
356
Citadel Advisors
Florida
– -$1.35M -30,432 Closed
WT
357
Whittier Trust
California
– -$1.3M -29,269 Closed
CIBC World Market
358
CIBC World Market
Ontario, Canada
– -$287K -6,464 Closed
WH
359
Willner & Heller
California
– -$244K -5,877 Closed
TSS
360
Two Sigma Securities
New York
– -$212K -4,779 Closed
RPCONE
361
Retirement Planning Company of New England
Rhode Island
– -$192K -4,333 Closed
SFM
362
Signet Financial Management
New Jersey
– -$135K -3,034 Closed
MAM
363
Mystic Asset Management
Rhode Island
– -$133K -3,000 Closed
FHA
364
First Horizon Advisors
Tennessee
– -$42K -960 Closed
CSWM
365
Cassady Schiller Wealth Management
Ohio
– -$33K -750 Closed
ONST
366
Old North State Trust
North Carolina
– -$24K -545 Closed
CWS
367
Confluence Wealth Services
Pennsylvania
– -$24K -545 Closed
CA
368
Cornerstone Advisory
Maryland
– -$16K -352 Closed
BC
369
Barnett & Company
Tennessee
– -$12K -270 Closed
TCWM
370
Total Clarity Wealth Management
Illinois
– -$9K -204 Closed
DHGWA
371
Dixon Hughes Goodman Wealth Advisors
North Carolina
– -$1K -19 Closed
11 12 13 14
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