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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.13M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.27M
2
KAS
2
Kestra Advisory Services
Texas
$14.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$3.57M
5
Creative Planning
5
Creative Planning
Kansas
$63.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$5.41M 131,935 -2,364 -2%
JWA
52
JFS Wealth Advisors
Pennsylvania
$5.28M 128,835 -1,783 -1%
Citadel Advisors
53
Citadel Advisors
Florida
$5.16M 125,901 +78,661 +167%
Mariner
54
Mariner
Kansas
$4.96M 121,144 +4,073 +3%
FWP
55
FAS Wealth Partners
Kansas
$4.8M 117,063 +3,223 +3%
EWMCB
56
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.73M 115,486 -4,081 -3%
WPIC
57
White Pine Investment Company
Michigan
$4.63M 112,951 +3,590 +3%
DADC
58
D.A. Davidson & Co
Montana
$4.62M 112,811 +478 +0.4%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$4.54M 110,702 +3,235 +3%
IWA
60
Inspirion Wealth Advisors
Illinois
$4.28M 104,408 -677 -0.6%
SCA
61
Snowden Capital Advisors
New York
$4.19M 102,234 -7,877 -7%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$4.15M 101,171 -61,604 -38%
CWM
63
Cornerstone Wealth Management
Missouri
$4.13M 100,804 +100,804 New
DWMG
64
DB Wealth Management Group
California
$4.04M 98,672 +832 +0.9%
RA
65
RiverTree Advisors
Florida
$3.91M 95,299 -33 -0%
PFM
66
Parsec Financial Management
North Carolina
$3.85M 93,915 -312 -0.3%
AGA
67
Arkos Global Advisors
Texas
$3.79M 92,410 +44,310 +92%
CAMV
68
Concord Asset Management (Virginia)
Virginia
$3.57M 87,128 +24,666 +39%
CWM
69
Connecticut Wealth Management
Connecticut
$3.57M 87,051 -77,617 -47%
HW
70
Hancock Whitney
Mississippi
$3.53M 86,076 -4,668 -5%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$3.51M 85,665 +210 +0.2%
SF
72
Synovus Financial
Georgia
$3.46M 84,448 -5,301 -6%
FCI
73
Financial Counselors Inc
Kansas
$3.42M 83,380 -591 -0.7%
IA
74
IFG Advisory
Georgia
$3.36M 82,004 +8,126 +11%
AWS
75
Atria Wealth Solutions
New York
$3.33M 81,213 +1,912 +2%
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3
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