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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$43.2M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.7M
5
OMC
5
Old Mission Capital
Illinois
$2.97M

Top Sellers

1
CWP
1
Concord Wealth Partners
Virginia
$18.4M
2
CFG
2
CMC Financial Group
Georgia
$0
3
SW
3
Signify Wealth
Missouri
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
– – – –
RJA
27
Raymond James & Associates
Florida
$12.8M 317,154 +1,029 +0.3%
KeyBank National Association
28
KeyBank National Association
Ohio
$12.2M 300,681 +33,430 +13%
Stifel Financial
29
Stifel Financial
Missouri
$11M 272,381 +19,882 +8%
BFG
30
Beacon Financial Group
Texas
$10.6M 289,066 – –
DWM
31
Destination Wealth Management
California
$10.2M 252,388 -13,208 -5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$9.96M 246,419 -12,105 -5%
PWS
33
Private Wealth Strategies
Ohio
$9.79M 242,408 -194,215 -44%
TCWA
34
Ten Capital Wealth Advisors
Washington
$9.62M 237,928 -1,371 -0.6%
MCM
35
MAI Capital Management
Ohio
$9.41M 232,841 -5,697 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$9.26M 229,120 +26,741 +13%
FHB
37
First Hawaiian Bank
Hawaii
$8.9M 220,072 -321 -0.1%
CRC
38
Curi RMB Capital
Illinois
$7.42M 183,536 +4,084 +2%
CI
39
CX Institutional
Indiana
$7.13M 176,402 -63,211 -26%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$6.75M 167,034 -78,365 -32%
SEIA
41
Signature Estate & Investment Advisors
California
$6.66M 164,642 -16,659 -9%
JWA
42
JFS Wealth Advisors
Pennsylvania
$6.29M 155,556 -51,887 -25%
PFM
43
Parsec Financial Management
North Carolina
$6.21M 153,743 -22,889 -13%
FI
44
Financial Insights
Washington
$6.01M 148,670 +333 +0.2%
APP
45
Avantax Planning Partners
Iowa
$6M 148,449 -7,745 -5%
SL
46
Salomon & Ludwin
Virginia
$5.71M 141,371 -6,479 -4%
JFA
47
Johanson Financial Advisors
California
$5.02M 121,341 +5,887 +5%
Citadel Advisors
48
Citadel Advisors
Florida
$4.95M 122,432 +46,446 +61%
AWA
49
Arkadios Wealth Advisors
Georgia
$4.79M 118,472 +1,417 +1%
EWMCB
50
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.78M 118,298 -290 -0.2%
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