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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.92M
2
LPL Financial
2
LPL Financial
California
$72.8M
3
TFG
3
Team Financial Group
California
$4.3M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$8.95M
5
CCM
5
Coldstream Capital Management
Washington
$21.5M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$21M
2
LW
2
Linscomb Wealth
Texas
$81.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.1M
4
BFG
4
Beacon Financial Group
Texas
$7M
5
UBS Group
5
UBS Group
Switzerland
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$3.2M 78,121 +1,261 +2%
AWS
77
Atria Wealth Solutions
New York
$3.18M 77,702 -3,346 -4%
PCMF
78
Private Capital Management (Florida)
Florida
$3.15M 76,842 +3,512 +5%
WB
79
West Bancorporation
Iowa
$3.13M 76,344 -2,920 -4%
GWM
80
GSB Wealth Management
Connecticut
$3.04M 74,184 +12,232 +20%
FI
81
Financial Insights
Washington
$2.85M 72,540 -1,535 -2%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$2.77M 67,695 +866 +1%
GFG
83
Goldstone Financial Group
Illinois
$2.74M 66,952 +14,195 +27%
TA
84
TFG Advisers
Michigan
$2.69M 65,730 +768 +1%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$2.64M 64,532 -256 -0.4%
MG
86
Mather Group
Illinois
$2.59M 63,245 +293 +0.5%
VC
87
Vestor Capital
Illinois
$2.59M 63,177 +560 +0.9%
EH
88
Equitable Holdings
New York
$2.51M 61,216 +9,991 +20%
BPA
89
Beacon Pointe Advisors
California
$2.49M 60,913 -583 -0.9%
BW
90
BIP Wealth
Georgia
$2.46M 59,998 -11,962 -17%
EWMCB
91
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.44M 59,455 -54,763 -48%
CFA
92
Cahill Financial Advisors
Minnesota
$2.41M 58,861 +3,925 +7%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.39M 58,264 +74 +0.1%
SWM
94
Silverlake Wealth Management
Vermont
$2.38M 58,219 +264 +0.5%
BCP
95
Berkeley Capital Partners
Georgia
$2.3M 56,034 -373 -0.7%
NB
96
NBT Bank
New York
$2.27M 55,313 +848 +2%
FTUS
97
Flow Traders U.S.
New York
$2.25M 55,013 +42,371 +335%
FAP
98
Financial Advisory Partners
Florida
$2.12M 51,715 +2,207 +4%
VA
99
Vident Advisory
Georgia
$2.11M 51,428 +51,428 New
RWA
100
Rooted Wealth Advisors
Illinois
$2.1M 50,164 -23,722 -32%
2 3
4
5 6