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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$40.5M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
SIA
3
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14M
2
FHC
2
First Heartland Consultants
Missouri
$0
3
LW
3
Linscomb Wealth
Texas
$89.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$702K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$3.03M +$83.3K +2,136 +3%
MG
77
Mather Group
Illinois
$2.84M +$1.93M +49,502 +212%
EE
78
EWG Elevate
California
$2.76M +$2.76M +70,773 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.72M +$377K +9,671 +16%
Mariner
80
Mariner
Kansas
$2.7M -$55K -1,411 -2%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$2.66M +$615K +15,777 +30%
BWM
82
Baystate Wealth Management
Massachusetts
$2.61M -$31.2K -801 -1%
LRWA
83
Long Run Wealth Advisors
New York
$2.61M -$8.58K -220 -0.3%
VC
84
Vestor Capital
Illinois
$2.51M -$39.9K -1,024 -2%
TA
85
TFG Advisers
Michigan
$2.5M +$23.6K +605 +1%
BWM
86
BCS Wealth Management
Tennessee
$2.46M – – –
Bank of New York Mellon
87
Bank of New York Mellon
New York
$2.44M -$645K -16,558 -21%
TCWA
88
Ten Capital Wealth Advisors
Washington
$2.37M +$74K +1,897 +3%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M -$10.4K -268 -0.4%
CFA
90
Cahill Financial Advisors
Minnesota
$2.26M +$111K +2,848 +5%
APCM
91
Alaska Permanent Capital Management
Alaska
$2.22M -$120K -3,083 -5%
SWM
92
Silverlake Wealth Management
Vermont
$2.18M +$127K +3,257 +6%
NB
93
NBT Bank
New York
$2.16M -$7.68K -197 -0.4%
WB
94
West Bancorporation
Iowa
$2.13M +$54.3K +1,394 +3%
EA
95
Eudaimonia Advisors
Tennessee
$2.12M -$478K -12,261 -18%
MIAN
96
Mariner Independent Advisor Network
Kansas
$2.11M +$20.9K +528 +1%
CPIG
97
Chicago Partners Investment Group
Illinois
$2.09M -$108K -2,546 -5%
BCP
98
Berkeley Capital Partners
Georgia
$1.93M +$322K +8,251 +20%
HCP
99
Holt Capital Partners
Texas
$1.92M – – –
SPIA
100
Steward Partners Investment Advisory
New York
$1.89M +$487K +12,493 +35%
2 3
4
5 6