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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
PFA
352
Pathway Financial Advisers
Indiana
$7.82K +$7.82K +190 New
CTC
353
Central Trust Company
Missouri
$7.24K – – –
C
354
Covestor
United Kingdom
$7K -$532 -12 -7%
PP
355
Pacifica Partners
Canada
$6.87K – – –
AF
356
Advisornet Financial
Minnesota
$6.8K +$41 +1 +0.6%
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$6K – – –
MWM
358
Mascoma Wealth Management
New Hampshire
$5.27K – – –
RCM
359
Rain Capital Management
Oregon
$4.67K +$41 +1 +0.9%
AWM
360
Aspire Wealth Management
Massachusetts
$4.28K – – –
ONST
361
Old North State Trust
North Carolina
$4K -$2.64K -58 -40%
CAS
362
Coppell Advisory Solutions
Texas
$3.62K +$3.62K +88 New
CASC
363
Coppell Advisory Solutions Corp
Texas
$3.62K +$3.62K +88 New
NMG
364
New Millennium Group
Utah
$1.49K – – –
BONH
365
Bank of New Hampshire
New Hampshire
$1K – – –
AWM
366
Avior Wealth Management
Nebraska
$905 -$123 -3 -12%
AssetMark Inc
367
AssetMark Inc
California
$34 – – –
PWA
368
PCG Wealth Advisors
Kansas
– -$3.06M -81,184 Closed
WP
369
WealthShield Partners
North Carolina
– -$874K -23,198 Closed
JAG
370
Journey Advisory Group
Kentucky
– -$339K -9,000 Closed
CAI
371
Capital Advisors Inc
Oklahoma
– -$327K -8,433 Closed
HIP
372
HUB Investment Partners
Texas
– -$316K -8,381 Closed
CSA
373
Cottage Street Advisors
Massachusetts
– -$312K -8,290 Closed
WWA
374
WCG Wealth Advisors
Nevada
– -$290K -7,690 Closed
FNBT
375
FineMark National Bank & Trust
Florida
– -$264K -7,015 Closed
12 13 14
15
16