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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
101
Fragasso Financial Advisors
Pennsylvania
$2.24M +$1.71K +45 +0.1%
SIA
102
Starfire Investment Advisers
Michigan
$2.24M +$2.59K +68 +0.1%
CPIG
103
Chicago Partners Investment Group
Illinois
$2.19M +$19.4K +503 +0.9%
TC
104
Truvestments Capital
Florida
$2.18M – – –
OCPWS
105
One Charles Private Wealth Services
Massachusetts
$2.16M +$2.16M +56,791 New
DAS
106
Dynamic Advisor Solutions
Arizona
$2.12M +$656K +17,233 +45%
CFG
107
Citizens Financial Group
Rhode Island
$2.07M – – –
KA
108
Kovack Advisors
Florida
$2.05M -$114K -2,999 -5%
NFG
109
Next Financial Group
Texas
$2M -$9.78K -257 -0.5%
SBL
110
Sargent Bickham Lagudis
Colorado
$1.98M +$83.9K +2,206 +4%
RW
111
RVW Wealth
California
$1.96M – – –
NA
112
NewEdge Advisors
Louisiana
$1.89M +$68.5K +1,802 +4%
CBN
113
Cadence Bank NA
Texas
$1.87M – – –
MMA
114
Miracle Mile Advisors
California
$1.87M -$238K -6,248 -11%
CCA
115
Clearwater Capital Advisors
Illinois
$1.87M -$320K -8,397 -15%
FAIM
116
Financial Advocates Investment Management
Washington
$1.86M +$49.4K +1,299 +3%
PT
117
Plimoth Trust
Massachusetts
$1.81M -$210K -5,511 -10%
TCBWMS
118
Texas Capital Bank Wealth Management Services
Texas
$1.79M +$1.79M +47,118 New
GWM
119
Geneos Wealth Management
Colorado
$1.78M +$271K +7,151 +18%
PCS
120
Personal CFO Solutions
New Jersey
$1.76M +$755K +19,699 +75%
SMG
121
Smart Money Group
Texas
$1.76M -$302K -7,948 -15%
MIAN
122
Mariner Independent Advisor Network
Kansas
$1.69M +$29.9K +786 +2%
XF
123
XML Financial
Maryland
$1.67M +$1.67M +43,815 New
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$1.66M -$27.5K -724 -2%
SCA
125
Snowden Capital Advisors
New York
$1.65M +$10K +264 +0.6%
3 4
5
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