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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$40.5M
2
Bank of America
Bank of America
North Carolina
$129M
3
SIA
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.6M
5
CCFM
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14M
2
FHC
First Heartland Consultants
Missouri
$0
3
LW
Linscomb Wealth
Texas
$89.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$702K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
351
Cordasco Financial Network
Florida
$1K +$1K +30 New
AR
352
Apeiron RIA
Texas
$565 +$1 +341 +0.2%
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$453 – +2 +0%
FGAM
354
Financial Gravity Asset Management
Texas
$253 -$32 -5 -11%
FHC
355
First Heartland Consultants
Missouri
– -$8.27M -186,250 Closed
Renaissance Technologies
356
Renaissance Technologies
New York
– -$462K -10,400 Closed
RL
357
Retireful LLC
Michigan
– -$377K -8,839 Closed
MSAM
358
Moloney Securities Asset Management
Missouri
– -$326K -7,330 Closed
EP
359
Eudaimonia Partners
Tennessee
– -$296K -6,653 Closed
FPAS
360
Focus Partners Advisor Solutions
Missouri
– -$281K -6,345 Closed
MHS
361
M Holdings Securities
Oregon
– -$271K -6,110 Closed
FIM
362
Fernwood Investment Management
Massachusetts
– -$264K -5,941 Closed
PFS
363
Prospera Financial Services
Texas
– -$263K -5,924 Closed
VWM
364
Vigilare Wealth Management
Arizona
– -$254K -5,716 Closed
TF
365
Trek Financial
Arizona
– -$239K -5,391 Closed
AFAS
366
Acorn Financial Advisory Services
Virginia
– -$223K -5,003 Closed
GWM
367
Gray Wealth Management
Maine
– -$214K -4,808 Closed
AIM
368
Alhambra Investment Management
Florida
– -$211K -4,756 Closed
RA
369
Rodgers & Associates
Pennsylvania
– -$211K -4,750 Closed
FAB
370
First American Bank
Illinois
– -$204K -4,596 Closed
MC
371
Moors & Cabot
Massachusetts
– -$200K -4,499 Closed
LAS
372
Lloyd Advisory Services
Georgia
– -$196K -4,416 Closed
HWA
373
Heritage Wealth Advisors
Virginia
– -$114K -2,564 Closed
JHCP
374
Jackson Hole Capital Partners
Oklahoma
– -$97K -2,180 Closed
HA
375
Herold Advisors
New York
– -$33.3K -750 Closed
12 13 14
15
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