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WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.92M
2
LPL Financial
2
LPL Financial
California
$72.8M
3
TFG
3
Team Financial Group
California
$4.3M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$8.95M
5
CCM
5
Coldstream Capital Management
Washington
$21.5M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$21M
2
LW
2
Linscomb Wealth
Texas
$81.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.1M
4
BFG
4
Beacon Financial Group
Texas
$7M
5
UBS Group
5
UBS Group
Switzerland
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BONH
376
Bank of New Hampshire
New Hampshire
$1.23K 30 – –
DFA
377
DHJJ Financial Advisors
Illinois
$951 23 +23 New
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$631 15 – –
FGAM
379
Financial Gravity Asset Management
Texas
$254 6 +6 New
VIA
380
Vident Investment Advisory
Georgia
– – -51,428 Closed
Cerity Partners
381
Cerity Partners
New York
– – -9,409 Closed
CA
382
Calton & Associates
Florida
– – -6,101 Closed
T
383
TCWP
Ohio
– – -5,678 Closed
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
– – -5,213 Closed
GVAG
385
Great Valley Advisor Group
Delaware
– – -4,786 Closed
BAM
386
Bosun Asset Management
Illinois
– – -3,900 Closed
IGWM
387
ICA Group Wealth Management
Colorado
– – -2,476 Closed
CSWM
388
Cassady Schiller Wealth Management
Ohio
– – -750 Closed
FA
389
Fiduciary Alliance
South Carolina
– – -275 Closed
SF
390
Safeguard Financial
Wisconsin
– – -251 Closed
CB
391
CNB Bank
Pennsylvania
– – -249 Closed
FMII
392
Farmers & Merchants Investments Inc
Nebraska
– – -100 Closed
RI
393
Ridgewood Investments
New Jersey
– – -85 Closed
HS
394
Horan Securities
United States
– – -56 Closed
OP
395
ORG Partners
Indiana
– – – –
12 13 14 15
16