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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
IWP
1
Invenio Wealth Partners
Florida
$6.32M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.6M
4
MWM
4
Modera Wealth Management
New Jersey
$5.86M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$17.3M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$88.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$8.06M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
RJA
4
Raymond James & Associates
Florida
$17.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$5.86M 139,256 +91,348 +191%
SEIA
52
Signature Estate & Investment Advisors
California
$5.8M 137,972 +4,285 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$5.72M 136,100 +4,165 +3%
SL
54
Salomon & Ludwin
Virginia
$5.48M 130,328 -2,684 -2%
Mariner
55
Mariner
Kansas
$5.26M 125,123 +3,979 +3%
CJFS
56
Coulter & Justus Financial Services
Tennessee
$5.25M 124,777 +51,467 +70%
JWA
57
JFS Wealth Advisors
Pennsylvania
$5M 118,868 -9,967 -8%
FWP
58
FAS Wealth Partners
Kansas
$4.98M 118,480 +1,417 +1%
CWM
59
Cornerstone Wealth Management
Missouri
$4.94M 117,530 +16,726 +17%
WPIC
60
White Pine Investment Company
Michigan
$4.94M 117,505 +4,554 +4%
EWMCB
61
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.8M 114,218 -1,268 -1%
DADC
62
D.A. Davidson & Co
Montana
$4.74M 112,606 -205 -0.2%
MSFS
63
Main Street Financial Solutions
Pennsylvania
$4.68M 111,306 +604 +0.5%
IWA
64
Inspirion Wealth Advisors
Illinois
$4.38M 104,088 -320 -0.3%
SCA
65
Snowden Capital Advisors
New York
$4.32M 102,665 +431 +0.4%
CAMV
66
Concord Asset Management (Virginia)
Virginia
$4.2M 99,846 +12,718 +15%
DWMG
67
DB Wealth Management Group
California
$3.98M 94,700 -3,972 -4%
LRWA
68
Long Run Wealth Advisors
New York
$3.83M 91,068 +15,927 +21%
SYBT
69
Stock Yards Bank & Trust
Kentucky
$3.76M 89,431 +8,980 +11%
CFGS
70
Concourse Financial Group Securities
Alabama
$3.73M 88,751 -48,528 -35%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$3.66M 86,932 +56,797 +188%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.5M 83,190 -2,475 -3%
IA
73
IFG Advisory
Georgia
$3.46M 82,386 +382 +0.5%
AWS
74
Atria Wealth Solutions
New York
$3.41M 81,048 -165 -0.2%
WB
75
West Bancorporation
Iowa
$3.33M 79,264 +571 +0.7%
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3
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