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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$30.6M
2
LW
Linscomb Wealth
Texas
$67.4M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$16.1M
4
AWM
AE Wealth Management
Kansas
$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
$6.05M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$50.5M
2
Bank of America
Bank of America
North Carolina
$105M
3
UBS Group
UBS Group
Switzerland
$57.4M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.08M
5
HNB
Huntington National Bank
Ohio
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Connecticut Wealth Management
Connecticut
$9.2M -$891K -31,427 -9%
IWP
27
IAG Wealth Partners
Wisconsin
$8.6M +$1.94M +68,429 +29%
FHB
28
First Hawaiian Bank
Hawaii
$8.44M +$1.71M +60,363 +25%
DWM
29
Destination Wealth Management
California
$8.29M +$919K +32,424 +12%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.6M -$4.69M -165,655 -38%
KeyBank National Association
31
KeyBank National Association
Ohio
$7.48M -$778K -27,456 -9%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$7.43M -$1.68M -59,168 -18%
PFM
33
Parsec Financial Management
North Carolina
$7.29M -$8.29M -292,608 -53%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.24M -$1.33M -46,964 -16%
JFA
35
JNBA Financial Advisors
Minnesota
$7.17M +$604K +21,297 +9%
Stifel Financial
36
Stifel Financial
Missouri
$6.82M -$293K -10,338 -4%
BFG
37
Beacon Financial Group
Texas
$6.6M +$7.05K +252 +0.1%
MCM
38
MAI Capital Management
Ohio
$6.47M +$717K +25,318 +12%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6.45M +$1.58M +55,865 +33%
JWA
40
JFS Wealth Advisors
Pennsylvania
$6.35M -$857K -30,251 -12%
SIA
41
Soltis Investment Advisors
Utah
$6.2M +$651K +22,978 +12%
AIP
42
Almanack Investment Partners
Pennsylvania
$6.05M +$6.05M +213,322 New
CRC
43
Curi RMB Capital
Illinois
$6M -$1.72M -60,707 -22%
SEIA
44
Signature Estate & Investment Advisors
California
$5.91M -$1.42M -49,990 -19%
SL
45
Salomon & Ludwin
Virginia
$5.3M -$4.3M -151,891 -45%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$5.12M -$2.11M -74,476 -29%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$5.08M -$26.9M -957,222 -84%
MML Investors Services
48
MML Investors Services
Massachusetts
$4.95M -$109K -3,830 -2%
APP
49
Avantax Planning Partners
Iowa
$4.55M +$33K +1,166 +0.7%
FCI
50
Financial Counselors Inc
Kansas
$3.98M -$857K -30,234 -18%
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