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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$13.5M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.9M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.9M
5
UBS Group
5
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$2.32M -$855K -24,551 -27%
OWA
77
Octavia Wealth Advisors
Ohio
$2.31M +$2.31M +66,205 New
EH
78
Equitable Holdings
New York
$2.27M -$313K -8,999 -12%
TA
79
TFG Advisers
Michigan
$2.25M -$92.2K -2,650 -4%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M -$114K -3,279 -5%
CWM
81
Cornerstone Wealth Management
Missouri
$2.17M +$182K +5,234 +9%
EE
82
EWG Elevate
California
$2.09M +$2.09M +59,927 New
NB
83
NBT Bank
New York
$2.05M +$2.51K +72 +0.1%
BFS
84
Bickling Financial Services
Massachusetts
$1.98M +$1.98M +56,989 New
PA
85
Pinnacle Associates
New York
$1.93M -$93.4K -2,684 -5%
WDL
86
Well Done LLC
Michigan
$1.91M -$46.4K -1,334 -2%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$1.89M -$149K -4,285 -7%
GW
88
GW & Wade
Massachusetts
$1.87M -$113K -3,240 -6%
AT
89
Arden Trust
Delaware
$1.74M -$4.07K -117 -0.2%
HIS
90
Harvest Investment Services
Illinois
$1.71M -$450K -12,934 -21%
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$1.71M -$96.1K -2,761 -5%
HCP
92
Holt Capital Partners
Texas
$1.71M -$488K -14,010 -22%
Truist Financial
93
Truist Financial
North Carolina
$1.69M -$27.5K -791 -2%
CPIG
94
Chicago Partners Investment Group
Illinois
$1.69M -$29.3K -799 -2%
SIA
95
Soltis Investment Advisors
Utah
$1.68M -$4.96M -142,331 -75%
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.57M +$58.8K +1,689 +4%
VC
97
Vestor Capital
Illinois
$1.47M +$128K +3,675 +10%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.4M -$368K – –
EWA
99
EP Wealth Advisors
California
$1.38M -$118K -3,387 -8%
SCA
100
Snowden Capital Advisors
New York
$1.36M -$9.96K -286 -0.7%
2 3
4
5 6