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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$13.5M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.9M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.9M
5
UBS Group
5
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$12.4M +$1.33M +38,320 +12%
IWP
27
IAG Wealth Partners
Wisconsin
$11.9M +$405K +11,636 +4%
JFA
28
JNBA Financial Advisors
Minnesota
$11.2M +$1.71M +49,197 +18%
RJA
29
Raymond James & Associates
Florida
$11M -$367K -10,533 -3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.9M +$7.25M +208,204 +200%
BFG
31
Beacon Financial Group
Texas
$10.6M -$241K -6,558 -2%
KeyBank National Association
32
KeyBank National Association
Ohio
$9.3M -$185K -5,327 -2%
DWM
33
Destination Wealth Management
California
$9.25M -$1.28M -36,801 -12%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$9M -$1.4M -40,339 -13%
Stifel Financial
35
Stifel Financial
Missouri
$8.79M +$544K +15,622 +7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$8.54M +$1.12M +32,127 +15%
CI
37
CX Institutional
Indiana
$8.34M -$1.07M -30,754 -11%
TCWA
38
Ten Capital Wealth Advisors
Washington
$8.33M +$1.22M +34,908 +17%
MCM
39
MAI Capital Management
Ohio
$8.3M +$411K +11,797 +5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$8.2M -$1.39M -39,921 -14%
CWM
41
Connecticut Wealth Management
Connecticut
$8.07M -$493K -14,154 -6%
FHB
42
First Hawaiian Bank
Hawaii
$7.67M -$2.88M -82,846 -27%
SWM
43
SVA Wealth Management
Wisconsin
$7.47M -$50.1M -1,440,500 -87%
JWA
44
JFS Wealth Advisors
Pennsylvania
$7.22M -$146K -4,185 -2%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$7.05M -$504K -14,476 -7%
SEIA
46
Signature Estate & Investment Advisors
California
$6.31M -$459K -13,175 -7%
CRC
47
Curi RMB Capital
Illinois
$6.25M -$163K -4,689 -3%
PFM
48
Parsec Financial Management
North Carolina
$6.15M -$859K -24,668 -12%
APP
49
Avantax Planning Partners
Iowa
$5.44M -$482K -13,846 -8%
FCI
50
Financial Counselors Inc
Kansas
$5.42M +$262K +7,531 +5%
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