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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$13.6M 323,930 +6,776 +2%
SW
27
Signify Wealth
Missouri
$13.1M 312,552 +312,552 New
KeyBank National Association
28
KeyBank National Association
Ohio
$13.1M 312,546 +11,865 +4%
Stifel Financial
29
Stifel Financial
Missouri
$12M 286,599 +14,218 +5%
CWP
30
Concord Wealth Partners
Virginia
$12M 286,266 -168,095 -37%
BFG
31
Beacon Financial Group
Texas
$11.6M 282,501 -6,565 -2%
TCWA
32
Ten Capital Wealth Advisors
Washington
$10.5M 249,799 +11,871 +5%
PWS
33
Private Wealth Strategies
Ohio
$10.4M 247,762 +5,354 +2%
DWM
34
Destination Wealth Management
California
$10.2M 242,654 -9,734 -4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$10.1M 239,877 -6,542 -3%
CCFM
36
Clear Creek Financial Management
Washington
$10.1M 239,741 +239,741 New
APP
37
Avantax Planning Partners
Iowa
$10.1M 239,600 +91,151 +61%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$10M 238,629 +9,509 +4%
MCM
39
MAI Capital Management
Ohio
$9.77M 232,976 +135 +0.1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$9.71M 231,558 +64,524 +39%
FHB
41
First Hawaiian Bank
Hawaii
$9.38M 223,548 +3,476 +2%
CWM
42
Connecticut Wealth Management
Connecticut
$8.27M 197,078 -390,967 -66%
CRC
43
Curi RMB Capital
Illinois
$7.5M 178,784 -4,752 -3%
JWA
44
JFS Wealth Advisors
Pennsylvania
$6.74M 160,587 +5,031 +3%
JFS
45
JD Financial Services
Pennsylvania
$6.38M 152,148 +119,978 +373%
CI
46
CX Institutional
Indiana
$6.35M 151,398 -25,004 -14%
SEIA
47
Signature Estate & Investment Advisors
California
$6.13M 146,010 -18,632 -11%
SL
48
Salomon & Ludwin
Virginia
$5.87M 139,963 -1,408 -1%
PFM
49
Parsec Financial Management
North Carolina
$5.72M 136,384 -17,359 -11%
JFA
50
Johanson Financial Advisors
California
$5.14M 123,732 +2,391 +2%
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