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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$15.2M +$8.44M +205,080 +124%
MCM
27
MAI Capital Management
Ohio
$13.9M +$981K +23,840 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.5M -$1.38M -33,475 -9%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$13.5M +$2.05M +49,739 +18%
HNB
30
Huntington National Bank
Ohio
$13.2M -$12.7M – –
Stifel Financial
31
Stifel Financial
Missouri
$12.2M +$2.08M +50,543 +21%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$11.3M +$1.1M +26,781 +11%
BFG
33
Beacon Financial Group
Texas
$11.2M -$97.7K -2,368 -0.9%
PWS
34
Private Wealth Strategies
Ohio
$10.2M +$275K +6,690 +3%
GW
35
GW & Wade
Massachusetts
$10.1M +$5.21M +126,736 +107%
DWM
36
Destination Wealth Management
California
$9.7M -$220K -5,338 -2%
FHB
37
First Hawaiian Bank
Hawaii
$9.51M -$100K -2,438 -1%
CWP
38
Concord Wealth Partners
Virginia
$9.48M -$158K -3,832 -2%
MPW
39
Melone Private Wealth
Michigan
$9.44M +$216K +5,254 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$8.58M -$476K -11,574 -5%
CI
41
CX Institutional
Indiana
$8.55M +$332K +8,065 +4%
MWM
42
Marion Wealth Management
Pennsylvania
$8.4M +$1.47M +35,688 +21%
APP
43
Avantax Planning Partners
Iowa
$8.19M +$557K +13,535 +7%
CRC
44
Curi RMB Capital
Illinois
$7.59M -$837K -20,343 -10%
CWM
45
Connecticut Wealth Management
Connecticut
$6.77M -$62.8K -1,526 -0.9%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$6.7M +$1.53M +37,088 +30%
AR
47
Apeiron RIA
Texas
$6.26M +$183K +4,448 +3%
SAS
48
Sanford Advisory Services
Michigan
$5.94M +$164K +3,995 +3%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$5.91M +$551K +13,396 +10%
SEIA
50
Signature Estate & Investment Advisors
California
$5.82M -$260K -6,311 -4%
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