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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.9M
2
KAS
2
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
5
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$24.3M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
LPL Financial
4
LPL Financial
California
$47.6M
5
IWM
5
IHT Wealth Management
Illinois
$358K
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$4.87M 129,246 – –
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$4.74M 125,687 +17,193 +16%
EWMCB
53
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.48M 118,937 -951 -0.8%
GW
54
GW & Wade
Massachusetts
$4.48M 118,927 +34,775 +41%
SCA
55
Snowden Capital Advisors
New York
$4.36M 115,736 -8,823 -7%
MSFS
56
Main Street Financial Solutions
Pennsylvania
$4.28M 110,351 +110,351 New
MML Investors Services
57
MML Investors Services
Massachusetts
$4.26M 113,063 +29,589 +35%
WPIC
58
White Pine Investment Company
Michigan
$4.23M 112,285 -4,774 -4%
AF
59
Allworth Financial
California
$4.1M 108,745 -6,749 -6%
IWA
60
Inspirion Wealth Advisors
Illinois
$4.04M 107,160 -779 -0.7%
DADC
61
D.A. Davidson & Co
Montana
$3.96M 105,021 +11,241 +12%
CWM
62
Cornerstone Wealth Management
Missouri
$3.83M 101,722 +248 +0.2%
FWP
63
FAS Wealth Partners
Kansas
$3.79M 100,654 -3,555 -3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.66M 97,104 +7,017 +8%
PFM
65
Parsec Financial Management
North Carolina
$3.56M 94,484 -3,787 -4%
BFS
66
Bickling Financial Services
Massachusetts
$3.54M 93,904 +840 +0.9%
HW
67
Hancock Whitney
Mississippi
$3.42M 90,830 -1,371 -1%
SF
68
Synovus Financial
Georgia
$3.42M 90,783 -2,194 -2%
FCI
69
Financial Counselors Inc
Kansas
$3.23M 85,820 -318 -0.4%
FI
70
Financial Insights
Washington
$3.23M 85,791 -3,526 -4%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$3.22M 85,556 +15,697 +22%
Mariner
72
Mariner
Kansas
$3.14M 83,227 +13,859 +20%
SYBT
73
Stock Yards Bank & Trust
Kentucky
$3.09M 82,026 -3,150 -4%
PWA
74
PCG Wealth Advisors
Kansas
$3.06M 81,184 +51,512 +174%
AWS
75
Atria Wealth Solutions
New York
$3.04M 80,817 +3,188 +4%
1 2
3
4 5