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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.92M
2
LPL Financial
2
LPL Financial
California
$72.8M
3
TFG
3
Team Financial Group
California
$4.3M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$8.95M
5
CCM
5
Coldstream Capital Management
Washington
$21.5M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$21M
2
LW
2
Linscomb Wealth
Texas
$81.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.1M
4
BFG
4
Beacon Financial Group
Texas
$7M
5
UBS Group
5
UBS Group
Switzerland
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$15.4M 375,058 +15,453 +4%
MCM
27
MAI Capital Management
Ohio
$13.9M 339,625 -3,489 -1%
HNB
28
Huntington National Bank
Ohio
– – – –
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$13.3M 325,257 +8,012 +3%
MPW
30
Melone Private Wealth
Michigan
$12.9M 314,888 +16,932 +6%
JFA
31
JNBA Financial Advisors
Minnesota
$12.8M 312,538 -62,393 -17%
Stifel Financial
32
Stifel Financial
Missouri
$12M 291,899 -932 -0.3%
PWS
33
Private Wealth Strategies
Ohio
$10.7M 260,518 +4,488 +2%
DWM
34
Destination Wealth Management
California
$10.1M 245,459 +2,516 +1%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$9.92M 242,214 +242,214 New
MWM
36
Marion Wealth Management
Pennsylvania
$9.75M 238,136 +7,284 +3%
FHB
37
First Hawaiian Bank
Hawaii
$9.74M 237,765 -2,961 -1%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$8.99M 219,552 +27,896 +15%
CJFS
39
Coulter & Justus Financial Services
Tennessee
$8.95M 218,411 +93,634 +75%
GW
40
GW & Wade
Massachusetts
$8.92M 217,829 -6,387 -3%
APP
41
Avantax Planning Partners
Iowa
$8.89M 216,961 +8,563 +4%
CWP
42
Concord Wealth Partners
Virginia
$8.43M 205,753 -14,731 -7%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$7.98M 194,832 -3,753 -2%
CRC
44
Curi RMB Capital
Illinois
$7.54M 184,024 -185 -0.1%
MML Investors Services
45
MML Investors Services
Massachusetts
$7.42M 181,228 +45,128 +33%
BFG
46
Beacon Financial Group
Texas
$7M 163,200 -86,700 -35%
CI
47
CX Institutional
Indiana
$6.91M 168,633 -25,498 -13%
PAG
48
Private Advisor Group
New Jersey
$6.61M 161,378 +5,555 +4%
HighTower Advisors
49
HighTower Advisors
Illinois
$6.61M 161,061 +4,401 +3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$6.37M 155,477 +8,563 +6%
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