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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.9M
2
KAS
2
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
5
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$24.3M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
LPL Financial
4
LPL Financial
California
$47.6M
5
IWM
5
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
76
Concord Asset Management (Virginia)
Virginia
$2.99M +$15.4K +410 +0.5%
MWM
77
Modera Wealth Management
New Jersey
$2.94M -$193K -5,126 -6%
IA
78
IFG Advisory
Georgia
$2.62M +$1.74M +46,257 +199%
LRWA
79
Long Run Wealth Advisors
New York
$2.6M +$81.9K +2,173 +3%
MG
80
Mather Group
Illinois
$2.56M -$187K -4,956 -7%
TA
81
TFG Advisers
Michigan
$2.48M +$62.4K +1,655 +3%
VC
82
Vestor Capital
Illinois
$2.48M +$53.3K +1,415 +2%
WB
83
West Bancorporation
Iowa
$2.44M +$381K +10,127 +18%
PA
84
PSI Advisors
Florida
$2.41M +$725K +19,256 +43%
CFA
85
Cahill Financial Advisors
Minnesota
$2.4M +$213K +5,649 +10%
BWM
86
BCS Wealth Management
Tennessee
$2.33M -$51.6K -1,370 -2%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$2.33M -$242K -6,426 -9%
SWM
88
Silverlake Wealth Management
Vermont
$2.17M +$68K +1,806 +3%
DWMG
89
DB Wealth Management Group
California
$2.16M +$740K +19,651 +52%
TCWA
90
Ten Capital Wealth Advisors
Washington
$2.15M -$136K -3,618 -6%
APCM
91
Alaska Permanent Capital Management
Alaska
$2.13M -$10.6K -281 -0.5%
NB
92
NBT Bank
New York
$2.07M -$12.8K -341 -0.6%
CPIG
93
Chicago Partners Investment Group
Illinois
$2.07M +$2.75K +66 +0.1%
SPIA
94
Steward Partners Investment Advisory
New York
$1.92M +$101K +2,688 +6%
BCP
95
Berkeley Capital Partners
Georgia
$1.88M +$19.7K +522 +1%
CF
96
Centaurus Financial
California
$1.83M +$35.7K +949 +2%
PCMF
97
Private Capital Management (Florida)
Florida
$1.75M +$213K +5,652 +14%
EA
98
Eudaimonia Advisors
Tennessee
$1.75M -$293K -7,786 -14%
FAP
99
Financial Advisory Partners
Florida
$1.75M +$32.7K +868 +2%
EH
100
Equitable Holdings
New York
$1.74M -$2.06M -54,571 -54%
2 3
4
5 6