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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EWMCB
51
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.11M 121,865 +3,567 +3%
AWA
52
Arkadios Wealth Advisors
Georgia
$5.04M 120,194 +1,722 +1%
CFGS
53
Concourse Financial Group Securities
Alabama
$4.88M 116,248 +5,231 +5%
WPIC
54
White Pine Investment Company
Michigan
$4.77M 113,805 +4,859 +4%
IWA
55
Inspirion Wealth Advisors
Illinois
$4.69M 111,675 -4,746 -4%
FCI
56
Financial Counselors Inc
Kansas
$4.25M 101,187 -4,449 -4%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$3.95M 94,257 -2,330 -2%
SF
58
Synovus Financial
Georgia
$3.87M 92,280 +1,635 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$3.73M 88,879 +528 +0.6%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$3.73M 88,834 +26,949 +44%
HW
61
Hancock Whitney
Mississippi
$3.65M 87,027 -3,624 -4%
CWM
62
Cornerstone Wealth Management
Missouri
$3.57M 85,185 +16,720 +24%
BFS
63
Bickling Financial Services
Massachusetts
$3.49M 83,210 +27,876 +50%
AAP
64
Arax Advisory Partners
Colorado
$3.4M 81,055 +81,055 New
DADC
65
D.A. Davidson & Co
Montana
$3.34M 79,651 -8,480 -10%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$3.3M 78,560 -6,144 -7%
BWM
67
Baystate Wealth Management
Massachusetts
$3.22M 76,683 -4,147 -5%
PAG
68
Private Advisor Group
New Jersey
$3M 71,503 +4,602 +7%
APCM
69
Alaska Permanent Capital Management
Alaska
$2.81M 66,937 -4,070 -6%
Goldman Sachs
70
Goldman Sachs
New York
$2.8M 66,799 +66,799 New
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.7M 64,248 – –
VC
72
Vestor Capital
Illinois
$2.68M 63,842 -1,277 -2%
TA
73
TFG Advisers
Michigan
$2.66M 63,511 -102 -0.2%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$2.66M 63,301 +4,966 +9%
EH
75
Equitable Holdings
New York
$2.64M 62,857 -1,752 -3%
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