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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.13M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.27M
2
KAS
2
Kestra Advisory Services
Texas
$14.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$3.57M
5
Creative Planning
5
Creative Planning
Kansas
$63.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$14.2M 345,924 +7,062 +2%
HNB
27
Huntington National Bank
Ohio
– – – –
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$13.7M 333,433 +4,671 +1%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$13M 317,471 +42,984 +16%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$12.2M 298,572 +154,980 +108%
Stifel Financial
31
Stifel Financial
Missouri
$11.5M 279,608 -15,757 -5%
MPW
32
Melone Private Wealth
Michigan
$11.2M 278,771 +49,376 +22%
BFG
33
Beacon Financial Group
Texas
$10.6M 261,154 -9,486 -4%
GW
34
GW & Wade
Massachusetts
$10.4M 253,755 +8,092 +3%
PWS
35
Private Wealth Strategies
Ohio
$10.2M 249,919 +1,753 +0.7%
FHB
36
First Hawaiian Bank
Hawaii
$9.75M 237,805 +6,756 +3%
DWM
37
Destination Wealth Management
California
$9.69M 236,423 +549 +0.2%
MWM
38
Marion Wealth Management
Pennsylvania
$9.11M 222,218 +18,116 +9%
CI
39
CX Institutional
Indiana
$8.39M 204,696 -3,065 -1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$8.33M 203,196 -5,352 -3%
APP
41
Avantax Planning Partners
Iowa
$7.93M 193,477 -5,567 -3%
CWP
42
Concord Wealth Partners
Virginia
$7.64M 186,343 -44,138 -19%
CRC
43
Curi RMB Capital
Illinois
$7.51M 183,285 -1,260 -0.7%
PAG
44
Private Advisor Group
New Jersey
$6.57M 160,415 -6,680 -4%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.27M 152,924 -217,067 -59%
AR
46
Apeiron RIA
Texas
$6.06M 147,820 -4,342 -3%
CFGS
47
Concourse Financial Group Securities
Alabama
$5.63M 137,279 +3,168 +2%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$5.55M 135,478 +4,999 +4%
SEIA
49
Signature Estate & Investment Advisors
California
$5.48M 133,687 -7,734 -5%
SL
50
Salomon & Ludwin
Virginia
$5.45M 133,012 -710 -0.5%
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