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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Pinnacle Associates
New York
$2.25M 53,601 -520 -1%
WDL
77
Well Done LLC
Michigan
$2.22M 52,907 -711 -1%
NB
78
NBT Bank
New York
$2.21M 52,751 -1,184 -2%
CA
79
Cetera Advisors
Colorado
$2.18M 51,930 +4,279 +9%
FWP
80
FAS Wealth Partners
Kansas
$2.17M 51,738 +5,415 +12%
HCP
81
Holt Capital Partners
Texas
$2.07M 49,260 – –
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$2.05M 48,919 +29,489 +152%
GW
83
GW & Wade
Massachusetts
$2.04M 48,512 +668 +1%
PWMAG
84
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M 47,331 -520 -1%
CPIG
85
Chicago Partners Investment Group
Illinois
$1.91M 46,029 -738 -2%
MIAN
86
Mariner Independent Advisor Network
Kansas
$1.91M 45,620 -158 -0.3%
CWA
87
Centennial Wealth Advisory
Michigan
$1.85M 44,160 +12,456 +39%
HIS
88
Harvest Investment Services
Illinois
$1.84M 43,898 +37 +0.1%
PWAC
89
Private Wealth Advisors (California)
California
$1.83M 43,536 +3,194 +8%
Truist Financial
90
Truist Financial
North Carolina
$1.83M 43,520 -1,418 -3%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1.79M 42,743 +20,663 +94%
EWA
92
EP Wealth Advisors
California
$1.77M 42,163 -30 -0.1%
LB
93
Leo Brokerage
Texas
$1.73M 41,240 -57,983 -58%
SCA
94
Snowden Capital Advisors
New York
$1.72M 41,043 +283 +0.7%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$1.62M 38,671 +7,048 +22%
IF
96
Intrua Financial
Texas
$1.6M 37,113 +213 +0.6%
LWA
97
Lenox Wealth Advisors
New York
$1.59M 37,850 +37,850 New
Northern Trust
98
Northern Trust
Illinois
$1.58M 37,626 +28,139 +297%
CANC
99
Culbertson A N & Co
Virginia
$1.55M 36,986 – –
TNBTD
100
Trustmark National Bank Trust Department
Mississippi
$1.55M 36,882 +423 +1%
2 3
4
5 6