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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$8.27M
2
SSB
2
Sandy Spring Bank
Maryland
$12.6M
3
CCM
3
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AF
5
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.9M
2
IWM
2
IHT Wealth Management
Illinois
$341K
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRWA
76
Long Run Wealth Advisors
New York
$2.98M +$372K +8,375 +14%
EA
77
Eudaimonia Advisors
Tennessee
$2.96M +$174K +3,925 +6%
VC
78
Vestor Capital
Illinois
$2.9M -$2.22K -50 -0.1%
TA
79
TFG Advisers
Michigan
$2.83M -$2.67K -60 -0.1%
BWM
80
BCS Wealth Management
Tennessee
$2.81M -$3.11K -70 -0.1%
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.67M -$695K -15,650 -21%
APCM
83
Alaska Permanent Capital Management
Alaska
$2.66M -$117K -2,623 -4%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$2.65M +$274K +6,159 +12%
TCWA
85
Ten Capital Wealth Advisors
Washington
$2.61M -$9.35M -210,620 -78%
BPA
86
Beacon Pointe Advisors
California
$2.49M +$849K +19,108 +52%
NB
87
NBT Bank
New York
$2.47M +$144K +3,241 +6%
CFA
88
Cahill Financial Advisors
Minnesota
$2.45M +$131K +2,941 +6%
WB
89
West Bancorporation
Iowa
$2.37M +$823K +18,531 +53%
SWM
90
Silverlake Wealth Management
Vermont
$2.34M -$377K -8,478 -14%
MIAN
91
Mariner Independent Advisor Network
Kansas
$2.33M +$91.7K +2,068 +4%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$713K +16,042 +44%
PA
93
Pinnacle Associates
New York
$2.33M -$91K -2,050 -4%
CWA
94
Centennial Wealth Advisory
Michigan
$2.26M +$91K +2,049 +4%
HCP
95
Holt Capital Partners
Texas
$2.19M – – –
CPIG
96
Chicago Partners Investment Group
Illinois
$2.16M -$37.8K -913 -2%
PWMAG
97
Pinnacle Wealth Management Advisory Group
New Jersey
$2.05M -$91.1K -2,050 -4%
CA
98
Cetera Advisors
Colorado
$2.03M +$31K +697 +2%
FAP
99
Financial Advisory Partners
Florida
$2.01M +$222K +5,000 +12%
CF
100
Centaurus Financial
California
$2.01M +$376K +8,469 +23%
2 3
4
5 6