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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$12.2M 294,820 +8,221 +3%
BFG
27
Beacon Financial Group
Texas
$11.6M 283,216 +715 +0.3%
PWS
28
Private Wealth Strategies
Ohio
$10.7M 258,403 +10,641 +4%
TCWA
29
Ten Capital Wealth Advisors
Washington
$10.5M 253,327 +3,528 +1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$10.3M 249,152 +10,523 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$10M 241,181 +1,304 +0.5%
MCM
32
MAI Capital Management
Ohio
$9.98M 240,680 +7,704 +3%
DWM
33
Destination Wealth Management
California
$9.88M 238,411 -4,243 -2%
FHB
34
First Hawaiian Bank
Hawaii
$9.47M 228,375 +4,827 +2%
CWM
35
Connecticut Wealth Management
Connecticut
$7.75M 187,012 -10,066 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.55M 182,233 -49,325 -21%
CRC
37
Curi RMB Capital
Illinois
$7.41M 178,795 +11 +0%
CI
38
CX Institutional
Indiana
$7.29M 175,832 +24,434 +16%
JFS
39
JD Financial Services
Pennsylvania
$6.78M 163,620 +11,472 +8%
APP
40
Avantax Planning Partners
Iowa
$6.61M 159,545 -80,055 -33%
SEIA
41
Signature Estate & Investment Advisors
California
$6.1M 147,267 +1,257 +0.9%
CWP
42
Concord Wealth Partners
Virginia
$5.91M 142,573 -143,693 -50%
JWA
43
JFS Wealth Advisors
Pennsylvania
$5.79M 139,612 -20,975 -13%
SL
44
Salomon & Ludwin
Virginia
$5.77M 139,229 -734 -0.5%
FI
45
Financial Insights
Washington
$5.77M 139,106 -3,325 -2%
PFM
46
Parsec Financial Management
North Carolina
$5.61M 125,297 -11,087 -8%
JFA
47
Johanson Financial Advisors
California
$5.24M 126,368 +2,636 +2%
EWMCB
48
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.06M 122,035 +170 +0.1%
CFGS
49
Concourse Financial Group Securities
Alabama
$5.01M 120,952 +4,704 +4%
TIA
50
Traphagen Investment Advisors
New Jersey
$4.88M 117,758 -477,791 -80%
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