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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$8.27M
2
SSB
2
Sandy Spring Bank
Maryland
$12.6M
3
CCM
3
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AF
5
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.9M
2
IWM
2
IHT Wealth Management
Illinois
$341K
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$5.47M +$3.81M +85,709 +229%
EWMCB
52
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.27M -$164K -3,699 -3%
WPIC
53
White Pine Investment Company
Michigan
$5.24M +$81.9K +1,843 +2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$5.17M +$1.25M +28,123 +32%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$5.03M -$5.6M -126,051 -53%
PFM
56
Parsec Financial Management
North Carolina
$4.98M -$491K -11,063 -9%
IWA
57
Inspirion Wealth Advisors
Illinois
$4.81M -$258K -5,812 -5%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$4.58M +$2.86M +64,494 +167%
FWP
59
FAS Wealth Partners
Kansas
$4.56M +$308K +6,933 +7%
EH
60
Equitable Holdings
New York
$4.56M +$1.92M +43,238 +73%
CWM
61
Cornerstone Wealth Management
Missouri
$4.32M +$246K +5,548 +6%
FI
62
Financial Insights
Washington
$4.17M -$738K -16,619 -15%
MWM
63
Modera Wealth Management
New Jersey
$4.15M +$109K +2,449 +3%
BFS
64
Bickling Financial Services
Massachusetts
$4.14M +$160K +3,611 +4%
SF
65
Synovus Financial
Georgia
$4.02M -$202K -4,536 -5%
DADC
66
D.A. Davidson & Co
Montana
$3.92M +$262K +5,898 +7%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$3.89M -$135K -3,043 -3%
FCI
68
Financial Counselors Inc
Kansas
$3.85M +$58.8K +1,323 +2%
HW
69
Hancock Whitney
Mississippi
$3.76M -$87.9K -1,979 -2%
CAMV
70
Concord Asset Management (Virginia)
Virginia
$3.64M +$755K +17,008 +26%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$3.52M -$7.48M -168,372 -68%
MML Investors Services
72
MML Investors Services
Massachusetts
$3.52M -$251K -5,654 -7%
AWS
73
Atria Wealth Solutions
New York
$3.35M +$3.35M +75,493 New
Mariner
74
Mariner
Kansas
$3.14M +$31.2K +702 +1%
BWM
75
Baystate Wealth Management
Massachusetts
$3.01M -$40.9K -921 -1%
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3
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