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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
CI
1
CX Institutional
Indiana
$7.82M
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.08M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.21M
5
BFG
5
Beacon Financial Group
Texas
$8.55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$89.3M
2
HNB
2
Huntington National Bank
Ohio
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
IWA
4
Inspirion Wealth Advisors
Illinois
$3.95M
5
SWM
5
SVA Wealth Management
Wisconsin
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
51
Financial Counselors Inc
Kansas
$4.29M +$230K +7,958 +6%
MML Investors Services
52
MML Investors Services
Massachusetts
$4.14M -$917K -31,704 -18%
IWA
53
Inspirion Wealth Advisors
Illinois
$3.95M -$14.8M -511,623 -79%
BWM
54
Baystate Wealth Management
Massachusetts
$3.52M -$66.6K -2,304 -2%
JFA
55
Johanson Financial Advisors
California
$3.52M -$44.4K -1,475 -1%
DADC
56
D.A. Davidson & Co
Montana
$3.49M +$165K +5,707 +5%
EWMCB
57
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.35M +$6.6K +228 +0.2%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$3.34M -$1.91M -65,839 -36%
CFGS
59
Concourse Financial Group Securities
Alabama
$3.09M +$82.2K +2,844 +3%
TRCT
60
Tower Research Capital (TRC)
New York
$3.08M +$2.65M +91,581 +611%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$3.02M -$893K -30,867 -23%
BWM
62
BCS Wealth Management
Tennessee
$2.9M -$294K -10,151 -9%
SF
63
Synovus Financial
Georgia
$2.82M -$57K -1,973 -2%
CA
64
Cetera Advisors
Colorado
$2.64M -$1.27M -43,909 -33%
HW
65
Hancock Whitney
Mississippi
$2.61M -$81.4K -2,814 -3%
Goldman Sachs
66
Goldman Sachs
New York
$2.21M +$2.21M +76,382 New
SWP
67
Stratos Wealth Partners
Ohio
$2.16M -$68.9K -2,382 -3%
EH
68
Equitable Holdings
New York
$2.15M -$710K -24,563 -25%
APCM
69
Alaska Permanent Capital Management
Alaska
$2.12M -$10K -346 -0.5%
PAG
70
Private Advisor Group
New Jersey
$2.03M -$365K -12,607 -15%
JWBC
71
John W. Brooker & Co
California
$2.01M -$214K -7,414 -10%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M – – –
TA
73
TFG Advisers
Michigan
$1.95M -$78.4K -2,711 -4%
HCP
74
Holt Capital Partners
Texas
$1.83M – – –
HIS
75
Harvest Investment Services
Illinois
$1.8M -$233K -8,042 -11%
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