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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$43.2M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.7M
5
OMC
5
Old Mission Capital
Illinois
$2.97M

Top Sellers

1
CWP
1
Concord Wealth Partners
Virginia
$18.4M
2
CFG
2
CMC Financial Group
Georgia
$0
3
SW
3
Signify Wealth
Missouri
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Pinnacle Associates
New York
$2.19M 54,121 -1,345 -2%
NB
77
NBT Bank
New York
$2.18M 53,935 -4,865 -8%
WDL
78
Well Done LLC
Michigan
$2.17M 53,618 -1,273 -2%
HCP
79
Holt Capital Partners
Texas
$1.99M 49,260 +130 +0.3%
CPIG
80
Chicago Partners Investment Group
Illinois
$1.97M 46,767 +650 +1%
GW
81
GW & Wade
Massachusetts
$1.93M 47,844 -5,971 -11%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M 47,851 -1,345 -3%
AT
83
Arden Trust
Delaware
$1.93M 47,780 -2,178 -4%
CA
84
Cetera Advisors
Colorado
$1.93M 47,651 -18,908 -28%
FWP
85
FAS Wealth Partners
Kansas
$1.87M 46,323 +7,602 +20%
MIAN
86
Mariner Independent Advisor Network
Kansas
$1.85M 45,778 +591 +1%
Truist Financial
87
Truist Financial
North Carolina
$1.82M 44,938 -3,657 -8%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
– – – –
HIS
89
Harvest Investment Services
Illinois
$1.77M 43,861 -5,351 -11%
EWA
90
EP Wealth Advisors
California
$1.71M 42,193 +2,559 +6%
Mariner
91
Mariner
Kansas
$1.65M 40,786 +4,232 +12%
SCA
92
Snowden Capital Advisors
New York
$1.65M 40,760 +1,812 +5%
PWAC
93
Private Wealth Advisors (California)
California
$1.63M 40,342 +8,188 +25%
IF
94
Intrua Financial
Texas
$1.56M 36,900 +7,224 +24%
CANC
95
Culbertson A N & Co
Virginia
$1.5M 36,986 -270 -0.7%
WB
96
WesBanco Bank
West Virginia
$1.48M 36,734 +36,734 New
TNBTD
97
Trustmark National Bank Trust Department
Mississippi
$1.47M 36,459 -1,390 -4%
SEP
98
Southland Equity Partners
Missouri
$1.44M 35,655 -215 -0.6%
SIA
99
Soltis Investment Advisors
Utah
$1.4M 34,585 -13,577 -28%
HighTower Advisors
100
HighTower Advisors
Illinois
$1.38M 34,143 +34,143 New
2 3
4
5 6