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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.13M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.27M
2
KAS
2
Kestra Advisory Services
Texas
$14.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$3.57M
5
Creative Planning
5
Creative Planning
Kansas
$63.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
76
Allworth Financial
California
$3.31M 80,655 -33,780 -30%
SYBT
77
Stock Yards Bank & Trust
Kentucky
$3.3M 80,451 -1,856 -2%
WB
78
West Bancorporation
Iowa
$3.22M 78,693 -3,561 -4%
FI
79
Financial Insights
Washington
$3.16M 77,061 -2,417 -3%
BW
80
BIP Wealth
Georgia
$3.13M 76,347 +76,347 New
LRWA
81
Long Run Wealth Advisors
New York
$3.08M 75,141 +733 +1%
CJFS
82
Coulter & Justus Financial Services
Tennessee
$3M 73,310 +8,391 +13%
ES
83
Eagle Strategies
New York
$2.78M 67,788 +6,011 +10%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$2.76M 67,417 -402 -0.6%
PA
85
PSI Advisors
Florida
$2.71M 66,082 +1,318 +2%
MG
86
Mather Group
Illinois
$2.69M 65,589 -2,548 -4%
TA
87
TFG Advisers
Michigan
$2.68M 65,350 -97 -0.1%
FTUS
88
Flow Traders U.S.
New York
$2.58M 62,843 +4,752 +8%
VC
89
Vestor Capital
Illinois
$2.51M 61,252 -4,394 -7%
BPA
90
Beacon Pointe Advisors
California
$2.44M 59,631 +2,196 +4%
HighTower Advisors
91
HighTower Advisors
Illinois
$2.44M 59,577 -456 -0.8%
PCMF
92
Private Capital Management (Florida)
Florida
$2.41M 58,894 +11,509 +24%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M 58,190 – –
SWM
94
Silverlake Wealth Management
Vermont
$2.37M 57,862 +1,374 +2%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$2.36M 57,697 -22,830 -28%
NB
96
NBT Bank
New York
$2.35M 57,295 +575 +1%
SPIA
97
Steward Partners Investment Advisory
New York
$2.33M 56,791 +2,148 +4%
BCP
98
Berkeley Capital Partners
Georgia
$2.28M 55,688 +4,141 +8%
APCM
99
Alaska Permanent Capital Management
Alaska
$2.26M 55,176 -723 -1%
NA
100
NewEdge Advisors
Louisiana
$2.18M 53,076 +1,156 +2%
2 3
4
5 6