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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
51
CX Institutional
Indiana
$8.22M -$394K -10,357 -5%
MCM
52
MAI Capital Management
Ohio
$7.16M +$340K +8,926 +5%
CA
53
Cetera Advisors
Colorado
$6.75M +$770K +20,287 +13%
FCI
54
Financial Counselors Inc
Kansas
$6.33M +$30.1K +792 +0.5%
SB
55
Simmons Bank
Arkansas
$6.28M +$55.5K +1,458 +0.9%
APP
56
Avantax Planning Partners
Iowa
$5.89M +$104K +2,747 +2%
FI
57
Financial Insights
Washington
$5.86M -$68.4K -1,797 -1%
Goldman Sachs
58
Goldman Sachs
New York
$5.82M -$4.23M -111,285 -42%
JFA
59
JNBA Financial Advisors
Minnesota
$5.2M +$1.05M +27,687 +25%
SIA
60
Soltis Investment Advisors
Utah
$5M +$5M +131,522 New
WIC
61
Whitegate Investment Counselors
New Hampshire
$5M +$158K +4,158 +3%
NFG
62
NewFocus Financial Group
Washington
$4.91M -$84.9K -2,232 -2%
GW
63
GW & Wade
Massachusetts
$4.74M -$89.2K -2,345 -2%
BWM
64
Baystate Wealth Management
Massachusetts
$4.63M -$49.4K -1,300 -1%
PAG
65
Private Advisor Group
New Jersey
$4.63M -$39.3K -1,032 -0.8%
SF
66
Synovus Financial
Georgia
$4.29M +$487K +12,801 +13%
BWM
67
BCS Wealth Management
Tennessee
$4.23M +$4.23M +111,159 New
VC
68
Vestor Capital
Illinois
$4.2M +$176K +4,623 +4%
Truist Financial
69
Truist Financial
North Carolina
$4.19M +$4.19M +110,079 New
EWMCB
70
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.14M -$50.5K -1,328 -1%
UBV
71
United Bank (Virginia)
Virginia
$3.95M -$662K -17,393 -14%
EH
72
Equitable Holdings
New York
$3.84M +$3.84M +100,830 New
S
73
Surevest
California
$3.83M -$513K -13,492 -12%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.77M +$807K +21,223 +27%
WDL
75
Well Done LLC
Michigan
$3.73M +$3.23K +85 +0.1%
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