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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$43.2M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.7M
5
OMC
5
Old Mission Capital
Illinois
$2.97M

Top Sellers

1
CWP
1
Concord Wealth Partners
Virginia
$18.4M
2
CFG
2
CMC Financial Group
Georgia
$0
3
SW
3
Signify Wealth
Missouri
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
51
Inspirion Wealth Advisors
Illinois
$4.71M 116,421 -7,983 -6%
CFGS
52
Concourse Financial Group Securities
Alabama
$4.49M 111,017 +1,430 +1%
WPIC
53
White Pine Investment Company
Michigan
$4.4M 108,946 +11,364 +12%
FCI
54
Financial Counselors Inc
Kansas
$4.27M 105,636 -50,125 -32%
LB
55
Leo Brokerage
Texas
$4.01M 99,223 -5,316 -5%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.9M 96,587 +1,128 +1%
HW
57
Hancock Whitney
Mississippi
$3.66M 90,651 -1,188 -1%
SF
58
Synovus Financial
Georgia
$3.66M 90,645 -4,997 -5%
MML Investors Services
59
MML Investors Services
Massachusetts
$3.57M 88,351 +7,316 +9%
DADC
60
D.A. Davidson & Co
Montana
$3.56M 88,131 -15,869 -15%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$3.42M 84,704 -27,128 -24%
SPIA
62
Steward Partners Investment Advisory
New York
$3.41M 84,371 +51,779 +159%
BWM
63
Baystate Wealth Management
Massachusetts
$3.27M 80,830 -34,877 -30%
OMC
64
Old Mission Capital
Illinois
$2.97M 73,573 +73,573 New
APCM
65
Alaska Permanent Capital Management
Alaska
$2.87M 71,007 -2,615 -4%
CWM
66
Cornerstone Wealth Management
Missouri
$2.77M 68,465 +6,016 +10%
PAG
67
Private Advisor Group
New Jersey
$2.7M 66,901 -4,220 -6%
BWM
68
BCS Wealth Management
Tennessee
$2.64M 65,319 -34,339 -34%
VC
69
Vestor Capital
Illinois
$2.63M 65,119 +22,982 +55%
EH
70
Equitable Holdings
New York
$2.61M 64,609 -694 -1%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M 64,248 – –
TA
72
TFG Advisers
Michigan
$2.57M 63,613 -1,007 -2%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$2.5M 61,885 -250,630 -80%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$2.36M 58,335 +4,125 +8%
BFS
75
Bickling Financial Services
Massachusetts
$2.24M 55,334 -1,655 -3%
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3
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