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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$8.27M
2
SSB
2
Sandy Spring Bank
Maryland
$12.6M
3
CCM
3
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AF
5
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.9M
2
IWM
2
IHT Wealth Management
Illinois
$341K
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$12.5M -$169K -3,766 -1%
Stifel Financial
27
Stifel Financial
Missouri
$12.1M +$304K +6,846 +3%
MCM
28
MAI Capital Management
Ohio
$11.8M +$698K +15,702 +6%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.5M +$71.4K +1,608 +0.6%
PWS
30
Private Wealth Strategies
Ohio
$11.4M -$509K -11,474 -4%
CWP
31
Concord Wealth Partners
Virginia
$11.2M -$462K -10,400 -4%
CAN
32
Cetera Advisor Networks
California
$11M -$739K -16,628 -6%
DWM
33
Destination Wealth Management
California
$10.6M +$28.5K +642 +0.3%
FHB
34
First Hawaiian Bank
Hawaii
$10.3M +$238K +5,361 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$9.62M -$648K -14,588 -6%
MPW
36
Melone Private Wealth
Michigan
$9.34M +$293K +6,770 +3%
CRC
37
Curi RMB Capital
Illinois
$9.1M +$652K +14,686 +8%
CI
38
CX Institutional
Indiana
$8.33M +$337K +7,589 +4%
FHC
39
First Heartland Consultants
Missouri
$8.27M +$8.27M +186,250 New
APP
40
Avantax Planning Partners
Iowa
$7.74M +$741K +16,683 +11%
CWM
41
Connecticut Wealth Management
Connecticut
$7.71M -$79.5K -1,789 -1%
PAG
42
Private Advisor Group
New Jersey
$7.11M +$3.93M +88,416 +123%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$7.01M -$288K -6,487 -4%
SEIA
44
Signature Estate & Investment Advisors
California
$6.71M +$252K +5,675 +4%
AR
45
Apeiron RIA
Texas
$6.31M +$196K +4,496 +3%
MWM
46
Marion Wealth Management
Pennsylvania
$6.28M +$5.51K +124 +0.1%
SL
47
Salomon & Ludwin
Virginia
$6.09M -$41.1K -926 -0.7%
CFGS
48
Concourse Financial Group Securities
Alabama
$5.8M +$241K +5,416 +4%
JWA
49
JFS Wealth Advisors
Pennsylvania
$5.67M -$399K -8,994 -7%
AF
50
Allworth Financial
California
$5.63M +$5.58M +125,704 +13,177%
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