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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$152M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.6M
2
CAN
2
Cetera Advisor Networks
California
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$35.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
76
Concord Asset Management (Virginia)
Virginia
$2.88M +$2.88M +64,917 New
TA
77
TFG Advisers
Michigan
$2.82M +$1.38K +31 +0%
BWM
78
BCS Wealth Management
Tennessee
$2.81M -$82.2K -1,853 -3%
APCM
79
Alaska Permanent Capital Management
Alaska
$2.78M – – –
EA
80
Eudaimonia Advisors
Tennessee
$2.78M +$2.78M +62,609 New
SWM
81
Silverlake Wealth Management
Vermont
$2.71M +$2.71M +61,045 New
CCWA
82
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M +$36.9K +831 +1%
EH
83
Equitable Holdings
New York
$2.63M -$54.8K -1,235 -2%
LRWA
84
Long Run Wealth Advisors
New York
$2.61M +$2.61M +58,747 New
PA
85
Pinnacle Associates
New York
$2.41M -$71.8K -1,619 -3%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.38M -$125K -2,828 -5%
NB
87
NBT Bank
New York
$2.32M -$23.9K -538 -1%
CFA
88
Cahill Financial Advisors
Minnesota
$2.31M +$9.31K +210 +0.4%
CPIG
89
Chicago Partners Investment Group
Illinois
$2.29M +$182K +4,224 +9%
MIAN
90
Mariner Independent Advisor Network
Kansas
$2.25M +$188K +4,219 +9%
HCP
91
Holt Capital Partners
Texas
$2.19M – – –
CWA
92
Centennial Wealth Advisory
Michigan
$2.17M +$73.7K +1,662 +4%
WDL
93
Well Done LLC
Michigan
$2.16M -$45.1K -1,017 -2%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M -$69.6K -1,570 -3%
Truist Financial
95
Truist Financial
North Carolina
$2.02M +$109K +2,460 +6%
CA
96
Cetera Advisors
Colorado
$1.99M +$444 +10 +0%
BCP
97
Berkeley Capital Partners
Georgia
$1.98M +$770K +17,364 +64%
GFP
98
Gryphon Financial Partners
Ohio
$1.88M +$1.32M +29,737 +234%
WP
99
WealthShield Partners
North Carolina
$1.88M +$1.88M +42,333 New
GW
100
GW & Wade
Massachusetts
$1.87M -$345K -7,783 -16%
2 3
4
5 6