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WisdomTree US MidCap Dividend Fund
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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 %
MCC
376
Money Concepts Capital
Florida
– -$324K -7,872 Closed
CIBC World Market
377
CIBC World Market
Ontario, Canada
– -$323K -7,848 Closed
Qube Research & Technologies (QRT)
378
Qube Research & Technologies (QRT)
United Kingdom
– -$280K -6,811 Closed
SWP
379
Stratos Wealth Partners
Ohio
– -$238K -5,781 Closed
AFAS
380
Acorn Financial Advisory Services
Virginia
– -$206K -5,003 Closed
FIM
381
Fernwood Investment Management
Massachusetts
– -$204K -4,949 Closed
AIM
382
Alhambra Investment Management
Florida
– -$202K -4,906 Closed
Belvedere Trading
383
Belvedere Trading
Illinois
– -$78.2K -1,900 Closed
EE
384
EWG Elevate
California
– -$65.3K -1,588 Closed
CB
385
Community Bank
New York
– -$39.6K -963 Closed
RIA
386
Realta Investment Advisors
Delaware
– -$31.5K -765 Closed
AF
387
Affiance Financial
Minnesota
– -$29.6K -719 Closed
RBC
388
Romano Brothers & Co
Illinois
– -$20.7K -502 Closed
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$11.8K -288 Closed
FA
390
Fiduciary Alliance
South Carolina
– -$11.3K -275 Closed
PFA
391
Pathway Financial Advisers
Indiana
– -$7.82K -190 Closed
AWM
392
Aspire Wealth Management
Massachusetts
– -$4.28K -104 Closed
CASC
393
Coppell Advisory Solutions Corp
Texas
– -$3.62K -88 Closed
CAS
394
Coppell Advisory Solutions
Texas
– -$3.62K -88 Closed
ONST
395
Old North State Trust
North Carolina
– -$4K -88 Closed
AssetMark Inc
396
AssetMark Inc
California
– -$34 -1 Closed
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