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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$13.5M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.9M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.9M
5
UBS Group
5
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
101
Berger Financial Group
Minnesota
$1.35M +$1.35M +38,797 New
FWP
102
FAS Wealth Partners
Kansas
$1.35M -$42.7K -1,226 -3%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$1.32M +$70 +2 +0%
CANC
104
Culbertson A N & Co
Virginia
$1.3M -$125K -3,600 -9%
Mariner
105
Mariner
Kansas
$1.27M -$81.6K -2,345 -6%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$1.26M -$295K -8,484 -19%
SEP
107
Southland Equity Partners
Missouri
$1.25M +$1.25M +35,870 New
SB
108
Simmons Bank
Arkansas
$1.21M -$43.5K -1,250 -3%
CF
109
Centaurus Financial
California
$1.18M +$45.8K +1,316 +4%
JWCA
110
J.W. Cole Advisors
Florida
$1.17M +$826K +23,718 +238%
PWAC
111
Private Wealth Advisors (California)
California
$1.17M +$1.17M +32,154 New
SPIA
112
Steward Partners Investment Advisory
New York
$1.14M +$74.2K +2,131 +7%
BEI
113
Benjamin Edwards Inc
Missouri
$1.11M -$12.5K -358 -1%
CBN
114
Cadence Bank NA
Texas
$1.09M -$29.9K -860 -3%
OWM
115
Opes Wealth Management
California
$1.08M -$105K -3,011 -9%
ICM
116
IMS Capital Management
Oregon
$1.08M -$52.2K -1,500 -5%
CWA
117
Centennial Wealth Advisory
Michigan
$1.06M +$1.06M +30,377 New
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$1.03M +$630K +18,105 +156%
GSWM
119
Golden State Wealth Management
California
$1.03M -$136K -3,904 -12%
IF
120
Intrua Financial
Texas
$1.03M -$37.6K -1,080 -4%
IWA
121
Intercontinental Wealth Advisors
Texas
$1.03M – – –
IRC
122
Investors Research Corp
Georgia
$1.02M -$7.59K -218 -0.7%
WT
123
Whittier Trust
California
$1.02M – – –
RW
124
RVW Wealth
California
$1M – – –
IA
125
IFP Advisors
Florida
$977K -$17.2K -496 -2%
3 4
5
6 7