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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$5.53M +$874K +21,236 +19%
CFGS
52
Concourse Financial Group Securities
Alabama
$5.52M +$19.5K +475 +0.4%
SL
53
Salomon & Ludwin
Virginia
$5.5M +$15.8K +384 +0.3%
JWA
54
JFS Wealth Advisors
Pennsylvania
$5.37M +$56.4K +1,372 +1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.37M +$1.37M +33,375 +34%
PAG
56
Private Advisor Group
New Jersey
$4.94M -$378K -12,787 -7%
EWMCB
57
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.92M +$25.9K +630 +0.5%
Mariner
58
Mariner
Kansas
$4.82M +$1.39M +33,844 +41%
AF
59
Allworth Financial
California
$4.71M +$234K +5,690 +5%
FWP
60
FAS Wealth Partners
Kansas
$4.68M +$542K +13,186 +13%
DADC
61
D.A. Davidson & Co
Montana
$4.62M +$301K +7,312 +7%
SCA
62
Snowden Capital Advisors
New York
$4.53M -$231K -5,625 -5%
WPIC
63
White Pine Investment Company
Michigan
$4.5M -$120K -2,924 -3%
MSFS
64
Main Street Financial Solutions
Pennsylvania
$4.42M -$119K -2,884 -3%
IWA
65
Inspirion Wealth Advisors
Illinois
$4.32M -$85.4K -2,075 -2%
BFS
66
Bickling Financial Services
Massachusetts
$4.1M +$234K +5,685 +6%
DWMG
67
DB Wealth Management Group
California
$4.03M +$1.67M +40,542 +71%
RA
68
RiverTree Advisors
Florida
$3.92M +$3.92M +95,332 New
PFM
69
Parsec Financial Management
North Carolina
$3.88M -$10.6K -257 -0.3%
HW
70
Hancock Whitney
Mississippi
$3.73M -$3.54K -86 -0.1%
SF
71
Synovus Financial
Georgia
$3.69M -$42.5K -1,034 -1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.52M -$4.16K -101 -0.1%
FCI
73
Financial Counselors Inc
Kansas
$3.46M -$76.1K -1,849 -2%
SYBT
74
Stock Yards Bank & Trust
Kentucky
$3.39M +$11.6K +281 +0.3%
WB
75
West Bancorporation
Iowa
$3.38M +$715K +17,370 +27%
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3
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