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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NB
76
NBT Bank
New York
$2.19M 52,825 +74 +0.1%
CPIG
77
Chicago Partners Investment Group
Illinois
$2.19M 48,747 +2,718 +6%
FWP
78
FAS Wealth Partners
Kansas
$2.16M 51,988 +250 +0.5%
CFA
79
Cahill Financial Advisors
Minnesota
$2.15M 51,964 +25,443 +96%
GW
80
GW & Wade
Massachusetts
$2.07M 49,998 +1,486 +3%
PWMAG
81
Pinnacle Wealth Management Advisory Group
New Jersey
$2.06M 49,751 +2,420 +5%
WDL
82
Well Done LLC
Michigan
$2.06M 49,639 -3,268 -6%
HCP
83
Holt Capital Partners
Texas
$2.04M 49,260 – –
CWA
84
Centennial Wealth Advisory
Michigan
$1.96M 47,261 +3,101 +7%
MIAN
85
Mariner Independent Advisor Network
Kansas
$1.92M 46,315 +695 +2%
PWAC
86
Private Wealth Advisors (California)
California
$1.88M 43,331 -205 -0.5%
CA
87
Cetera Advisors
Colorado
$1.86M 44,874 -7,056 -14%
HIS
88
Harvest Investment Services
Illinois
$1.84M 44,332 +434 +1%
Truist Financial
89
Truist Financial
North Carolina
$1.79M 43,153 -367 -0.8%
SCA
90
Snowden Capital Advisors
New York
$1.72M 41,485 +442 +1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$1.64M 39,635 +964 +2%
Mariner
92
Mariner
Kansas
$1.57M 37,886 +1,939 +5%
LWA
93
Lenox Wealth Advisors
New York
$1.57M 37,850 – –
WANY
94
Wealthspire Advisors (New York)
New York
$1.57M 37,850 +37,850 New
IF
95
Intrua Financial
Texas
$1.55M 36,124 -989 -3%
LB
96
Leo Brokerage
Texas
$1.54M 37,150 -4,090 -10%
CANC
97
Culbertson A N & Co
Virginia
$1.53M 36,986 – –
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$1.53M 36,876 -6 -0%
BPA
99
Beacon Pointe Advisors
California
$1.53M 36,866 +17,386 +89%
CF
100
Centaurus Financial
California
$1.49M 35,821 +2,013 +6%
2 3
4
5 6