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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$40.5M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
SIA
3
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14M
2
FHC
2
First Heartland Consultants
Missouri
$0
3
LW
3
Linscomb Wealth
Texas
$89.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$702K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
51
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.67M +$49.8K +1,278 +1%
CCFM
52
Clear Creek Financial Management
Washington
$4.67M +$4.67M +119,718 New
WPIC
53
White Pine Investment Company
Michigan
$4.56M -$35K -897 -0.8%
AF
54
Allworth Financial
California
$4.5M -$435K -11,164 -9%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$4.23M +$211K +5,410 +5%
IWA
56
Inspirion Wealth Advisors
Illinois
$4.21M -$9.55K -245 -0.2%
FWP
57
FAS Wealth Partners
Kansas
$4.06M +$58K +1,487 +1%
CWM
58
Cornerstone Wealth Management
Missouri
$3.96M +$162K +4,144 +4%
EH
59
Equitable Holdings
New York
$3.93M -$65.6K -1,682 -2%
IWM
60
IHT Wealth Management
Illinois
$3.86M +$3.56M +91,332 +1,191%
PFM
61
Parsec Financial Management
North Carolina
$3.83M -$542K -13,911 -12%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$3.7M +$1.37M +35,135 +59%
DADC
63
D.A. Davidson & Co
Montana
$3.66M +$214K +5,498 +6%
BFS
64
Bickling Financial Services
Massachusetts
$3.63M -$2.22K -57 -0.1%
SF
65
Synovus Financial
Georgia
$3.63M +$95.4K +2,446 +3%
HW
66
Hancock Whitney
Mississippi
$3.59M +$291K +7,470 +9%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$3.51M +$97.1K +2,491 +3%
FI
68
Financial Insights
Washington
$3.48M -$180K -4,609 -5%
FPS
69
Fieldpoint Private Securities
Connecticut
$3.48M +$3.48M +89,302 New
FCI
70
Financial Counselors Inc
Kansas
$3.36M -$19K -488 -0.6%
SYBT
71
Stock Yards Bank & Trust
Kentucky
$3.32M +$3.32M +85,176 New
GW
72
GW & Wade
Massachusetts
$3.28M +$1.53M +39,197 +87%
MML Investors Services
73
MML Investors Services
Massachusetts
$3.25M +$169K +4,340 +5%
MWM
74
Modera Wealth Management
New Jersey
$3.24M -$405K -10,379 -11%
CAMV
75
Concord Asset Management (Virginia)
Virginia
$3.08M -$112K -2,869 -4%
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3
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