DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.9M
2
KAS
2
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
5
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$24.3M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
LPL Financial
4
LPL Financial
California
$47.6M
5
IWM
5
IHT Wealth Management
Illinois
$358K
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$11.9M 315,022 +23,526 +8%
SIA
27
Soltis Investment Advisors
Utah
$11.2M 296,293 -1,173 -0.4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$10.5M 279,023 +7,821 +3%
BFG
29
Beacon Financial Group
Texas
$10.3M 273,008 +390 +0.1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$9.33M 247,706 -1,080 -0.4%
Stifel Financial
31
Stifel Financial
Missouri
$9.22M 244,822 -1,756 -0.7%
PWS
32
Private Wealth Strategies
Ohio
$9.1M 241,476 -1,639 -0.7%
DWM
33
Destination Wealth Management
California
$9.09M 241,212 +8,488 +4%
MPW
34
Melone Private Wealth
Michigan
$8.86M 224,141 +6,302 +3%
CWP
35
Concord Wealth Partners
Virginia
$8.83M 234,313 -1,435 -0.6%
FHB
36
First Hawaiian Bank
Hawaii
$8.8M 233,487 -1,657 -0.7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$8.29M 220,122 +131 +0.1%
CRC
38
Curi RMB Capital
Illinois
$7.72M 204,888 – –
CI
39
CX Institutional
Indiana
$7.52M 199,696 +5,956 +3%
APP
40
Avantax Planning Partners
Iowa
$6.99M 185,509 +35,552 +24%
PAG
41
Private Advisor Group
New Jersey
$6.78M 179,882 +6,210 +4%
MWM
42
Marion Wealth Management
Pennsylvania
$6.34M 168,414 +12,980 +8%
CWM
43
Connecticut Wealth Management
Connecticut
$6.26M 166,194 -2,257 -1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.21M 164,911 -63,417 -28%
AR
45
Apeiron RIA
Texas
$5.75M 147,714 +2,693 +2%
SEIA
46
Signature Estate & Investment Advisors
California
$5.57M 147,732 -2,702 -2%
SAS
47
Sanford Advisory Services
Michigan
$5.29M 140,455 +107,968 +332%
CFGS
48
Concourse Financial Group Securities
Alabama
$5.03M 133,636 +4,412 +3%
SL
49
Salomon & Ludwin
Virginia
$5.02M 133,338 -2,748 -2%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$4.91M 130,196 +35,358 +37%
1
2
3 4 5