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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$43.2M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.7M
5
OMC
5
Old Mission Capital
Illinois
$2.97M

Top Sellers

1
CWP
1
Concord Wealth Partners
Virginia
$18.4M
2
CFG
2
CMC Financial Group
Georgia
$0
3
SW
3
Signify Wealth
Missouri
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.37M 33,787 -77,740 -70%
VR
102
Viridian RIA
Washington
– – – –
SB
103
Simmons Bank
Arkansas
$1.36M 33,608 -1,000 -3%
CWM
104
Collaborative Wealth Management
Florida
$1.32M 29,684 +29,684 New
JFS
105
JD Financial Services
Pennsylvania
$1.3M 32,170 +32,170 New
CF
106
Centaurus Financial
California
$1.29M 31,938 -1,938 -6%
CWA
107
Centennial Wealth Advisory
Michigan
$1.28M 31,704 +1,327 +4%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$1.28M 31,623 +1,931 +7%
BEI
109
Benjamin Edwards Inc
Missouri
$1.28M 31,563 -206 -0.6%
PWP
110
Principle Wealth Partners
Connecticut
$1.26M 31,175 +5,575 +22%
JWCA
111
J.W. Cole Advisors
Florida
$1.25M 31,001 -2,694 -8%
ICM
112
IMS Capital Management
Oregon
$1.25M 31,000 -7 -0%
OWM
113
Opes Wealth Management
California
$1.25M 30,947 -61 -0.2%
CBN
114
Cadence Bank NA
Texas
$1.23M 30,458 -720 -2%
IWA
115
Intercontinental Wealth Advisors
Texas
$1.2M 29,580 – –
IRC
116
Investors Research Corp
Georgia
$1.18M 29,275 -82 -0.3%
WT
117
Whittier Trust
California
$1.18M 29,269 – –
TNB
118
TCF National Bank
South Dakota
$1.15M 28,411 +701 +3%
CAL
119
Capital Advisors Ltd
Ohio
$1.13M 28,027 +411 +1%
OWA
120
Octavia Wealth Advisors
Ohio
$1.11M 27,548 -38,657 -58%
GFS
121
GYL Financial Synergies
Connecticut
$1.09M 27,059 – –
SWM
122
Spire Wealth Management
Virginia
$1.09M 26,874 +26,874 New
WIA
123
Wealthstreet Investment Advisors
Texas
$1.08M 26,765 – –
CFA
124
Cahill Financial Advisors
Minnesota
$1.06M 26,109 +2,510 +11%
RW
125
RVW Wealth
California
$1M 7,124 -87 -1%
3 4
5
6 7