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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WPIC
51
White Pine Investment Company
Michigan
$4.67M 112,653 -1,152 -1%
AWA
52
Arkadios Wealth Advisors
Georgia
$4.5M 108,589 -11,605 -10%
IWA
53
Inspirion Wealth Advisors
Illinois
$4.44M 107,189 -4,486 -4%
FCI
54
Financial Counselors Inc
Kansas
$4.12M 99,299 -1,888 -2%
PAG
55
Private Advisor Group
New Jersey
$4.09M 98,678 +27,175 +38%
SF
56
Synovus Financial
Georgia
$3.84M 92,551 +271 +0.3%
CWM
57
Cornerstone Wealth Management
Missouri
$3.73M 89,927 +4,742 +6%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$3.7M 89,143 -5,114 -5%
HW
59
Hancock Whitney
Mississippi
$3.66M 88,219 +1,192 +1%
BFS
60
Bickling Financial Services
Massachusetts
$3.65M 87,951 +4,741 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$3.58M 81,920 +81,920 New
MML Investors Services
62
MML Investors Services
Massachusetts
$3.53M 85,268 -3,611 -4%
DADC
63
D.A. Davidson & Co
Montana
$3.53M 85,056 +5,405 +7%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$3.33M 80,251 +37,508 +88%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$3.13M 75,604 -2,956 -4%
BWM
66
Baystate Wealth Management
Massachusetts
$2.86M 69,034 -7,649 -10%
VC
67
Vestor Capital
Illinois
$2.71M 65,429 +1,587 +2%
BWM
68
BCS Wealth Management
Tennessee
$2.7M 65,139 +65,139 New
TA
69
TFG Advisers
Michigan
$2.64M 63,622 +111 +0.2%
APCM
70
Alaska Permanent Capital Management
Alaska
$2.59M 62,602 -4,335 -6%
EH
71
Equitable Holdings
New York
$2.51M 60,537 -2,320 -4%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.47M 59,517 -4,731 -7%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$2.41M 58,059 -5,242 -8%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$2.34M 56,372 +7,453 +15%
PA
75
Pinnacle Associates
New York
$2.32M 56,040 +2,439 +5%
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