DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
76
NBT Bank
New York
$3.65M +$116K +3,043 +3%
CWM
77
Capital Wealth Management
Rhode Island
$3.65M +$10.2K +268 +0.3%
AF
78
Apexium Financial
Texas
$3.64M +$3.64M +95,631 New
HighTower Advisors
79
HighTower Advisors
Illinois
$3.62M +$90.5K +2,383 +3%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$3.4M -$119K -3,138 -3%
DADC
81
D.A. Davidson & Co
Montana
$3.26M +$362K +9,513 +12%
HW
82
Hancock Whitney
Mississippi
$3.22M -$17.7K -464 -0.5%
PA
83
PSI Advisors
Florida
$3.19M +$3.19M +83,771 New
HIS
84
Harvest Investment Services
Illinois
$3.16M +$765K +20,110 +32%
SPIA
85
Steward Partners Investment Advisory
New York
$3.16M +$472K +12,409 +18%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.06M -$1.02M -26,868 -25%
HCP
87
Holt Capital Partners
Texas
$3.02M – – –
JWBC
88
John W. Brooker & Co
California
$3M +$3M +78,758 New
CFGS
89
Concourse Financial Group Securities
Alabama
$2.98M +$1.92M +50,548 +182%
SL
90
Systelligence LLC
Minnesota
$2.93M +$2.93M +76,912 New
Mariner
91
Mariner
Kansas
$2.9M -$74.2K -1,951 -2%
HAS
92
HBW Advisory Services
California
$2.74M -$1.46M -38,754 -35%
TA
93
TFG Advisers
Michigan
$2.63M +$47.5K +1,250 +2%
CAL
94
Capital Advisors Ltd
Ohio
$2.52M +$247K +6,498 +11%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$2.51M +$71.1K +1,870 +3%
SWP
96
Stratos Wealth Partners
Ohio
$2.45M +$62.2K +1,634 +3%
AT
97
Arden Trust
Delaware
$2.35M -$12.1K -317 -0.5%
APCM
98
Alaska Permanent Capital Management
Alaska
$2.35M +$2.04M +53,730 +676%
GDP
99
Great Diamond Partners
Maine
$2.27M +$2.27M +59,645 New
CWM
100
Cornerstone Wealth Management
Missouri
$2.24M +$189K +4,976 +9%
2 3
4
5 6