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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
IWP
1
Invenio Wealth Partners
Florida
$6.32M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.6M
4
MWM
4
Modera Wealth Management
New Jersey
$5.86M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$17.3M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$88.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$8.06M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
RJA
4
Raymond James & Associates
Florida
$17.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
26
JNBA Financial Advisors
Minnesota
$15.8M 374,931 -8,546 -2%
KAS
27
Kestra Advisory Services
Texas
$15.1M 359,605 +5,673 +2%
MCM
28
MAI Capital Management
Ohio
$14.4M 343,114 -2,810 -0.8%
HNB
29
Huntington National Bank
Ohio
– – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$13.3M 317,245 -226 -0.1%
MPW
31
Melone Private Wealth
Michigan
$12.5M 297,956 +19,185 +7%
Stifel Financial
32
Stifel Financial
Missouri
$12.3M 292,831 +13,223 +5%
PWS
33
Private Wealth Strategies
Ohio
$10.8M 256,030 +6,111 +2%
BFG
34
Beacon Financial Group
Texas
$10.5M 249,900 -11,254 -4%
DWM
35
Destination Wealth Management
California
$10.2M 242,943 +6,520 +3%
FHB
36
First Hawaiian Bank
Hawaii
$10.1M 240,726 +2,921 +1%
MWM
37
Marion Wealth Management
Pennsylvania
$9.71M 230,852 +8,634 +4%
GW
38
GW & Wade
Massachusetts
$9.43M 224,216 -29,539 -12%
CWP
39
Concord Wealth Partners
Virginia
$9.27M 220,484 +34,141 +18%
APP
40
Avantax Planning Partners
Iowa
$8.76M 208,398 +14,921 +8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.35M 198,585 -4,611 -2%
CI
42
CX Institutional
Indiana
$8.16M 194,131 -10,565 -5%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$8.06M 191,656 -106,916 -36%
CRC
44
Curi RMB Capital
Illinois
$7.75M 184,209 +924 +0.5%
PAG
45
Private Advisor Group
New Jersey
$6.8M 155,823 -4,592 -3%
HighTower Advisors
46
HighTower Advisors
Illinois
$6.6M 156,660 +97,083 +163%
IWP
47
Invenio Wealth Partners
Florida
$6.32M 150,256 +150,256 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6.18M 146,914 +11,436 +8%
AR
49
Apeiron RIA
Texas
$5.94M 141,186 -6,634 -4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$5.86M 139,435 -13,489 -9%
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