DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$13.5M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.9M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.9M
5
UBS Group
5
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
51
Financial Insights
Washington
$5.16M -$69.2K -1,989 -1%
SL
52
Salomon & Ludwin
Virginia
$5.15M -$531K -15,267 -9%
IWA
53
Inspirion Wealth Advisors
Illinois
$4.33M -$419K -12,036 -9%
EWMCB
54
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.13M +$91.5K +2,628 +2%
AWA
55
Arkadios Wealth Advisors
Georgia
$4.07M +$4.07M +117,055 New
BWM
56
Baystate Wealth Management
Massachusetts
$4.03M -$210K -6,040 -5%
JFA
57
Johanson Financial Advisors
California
$4.02M -$48.9K -1,405 -1%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$3.89M -$102K -2,934 -3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$3.88M -$1.98M -56,989 -34%
CFGS
60
Concourse Financial Group Securities
Alabama
$3.82M +$97.3K +2,796 +3%
MCC
61
Money Concepts Capital
Florida
$3.69M +$3.69M +106,057 New
LB
62
Leo Brokerage
Texas
$3.64M -$2.58M -74,257 -42%
DADC
63
D.A. Davidson & Co
Montana
$3.62M -$583K -16,761 -14%
BWM
64
BCS Wealth Management
Tennessee
$3.47M -$22.8K -656 -0.7%
WPIC
65
White Pine Investment Company
Michigan
$3.4M +$2.14M +61,519 +171%
SF
66
Synovus Financial
Georgia
$3.33M -$59.9K -1,721 -2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$3.32M -$4.59M -131,920 -58%
HW
68
Hancock Whitney
Mississippi
$3.2M +$60.6K +1,742 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$2.82M -$2.16M -62,065 -43%
TRCT
70
Tower Research Capital (TRC)
New York
$2.66M -$1.05M -30,209 -28%
SWP
71
Stratos Wealth Partners
Ohio
$2.66M +$58.9K +1,691 +2%
Citadel Advisors
72
Citadel Advisors
Florida
$2.65M +$1.58M +45,250 +147%
APCM
73
Alaska Permanent Capital Management
Alaska
$2.56M +$14.2K +408 +0.6%
PAG
74
Private Advisor Group
New Jersey
$2.48M +$35.3K +1,013 +1%
FTUS
75
Flow Traders U.S.
New York
$2.32M +$432K +12,419 +23%
1 2
3
4 5