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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$3.31M +$1.88M +45,642 +131%
FI
77
Financial Insights
Washington
$3.27M -$260K -6,313 -7%
AWS
78
Atria Wealth Solutions
New York
$3.26M -$62.4K -1,516 -2%
LRWA
79
Long Run Wealth Advisors
New York
$3.06M +$219K +5,333 +8%
IA
80
IFG Advisory
Georgia
$3.04M +$179K +4,347 +6%
MG
81
Mather Group
Illinois
$2.8M +$11.1K +271 +0.4%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$2.79M +$247K +6,001 +10%
Goldman Sachs
83
Goldman Sachs
New York
$2.73M +$1.96M +47,698 +257%
VC
84
Vestor Capital
Illinois
$2.7M -$2.76K -67 -0.1%
TA
85
TFG Advisers
Michigan
$2.69M -$16.7K -406 -0.6%
CJFS
86
Coulter & Justus Financial Services
Tennessee
$2.67M +$897K +21,801 +51%
PA
87
PSI Advisors
Florida
$2.66M +$37.8K +920 +1%
CAMV
88
Concord Asset Management (Virginia)
Virginia
$2.57M -$700K -17,004 -21%
BWM
89
BCS Wealth Management
Tennessee
$2.54M – – –
ES
90
Eagle Strategies
New York
$2.54M +$2.54M +61,777 New
HighTower Advisors
91
HighTower Advisors
Illinois
$2.47M +$1.01M +24,490 +69%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.39M +$2.39M +58,190 New
FTUS
93
Flow Traders U.S.
New York
$2.39M +$2.39M +58,091 New
BPA
94
Beacon Pointe Advisors
California
$2.36M +$522K +12,688 +28%
TCWA
95
Ten Capital Wealth Advisors
Washington
$2.34M -$8.02K -195 -0.3%
NB
96
NBT Bank
New York
$2.33M +$71.2K +1,730 +3%
SWM
97
Silverlake Wealth Management
Vermont
$2.32M -$47K -1,142 -2%
APCM
98
Alaska Permanent Capital Management
Alaska
$2.3M -$29.5K -716 -1%
SPIA
99
Steward Partners Investment Advisory
New York
$2.25M +$148K +3,591 +7%
CPIG
100
Chicago Partners Investment Group
Illinois
$2.19M -$45.3K -1,005 -2%
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4
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