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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
101
Mariner
Kansas
$1.51M 35,947 -4,839 -12%
SPIA
102
Steward Partners Investment Advisory
New York
$1.48M 35,285 -49,086 -58%
VR
103
Viridian RIA
Washington
– – – –
CF
104
Centaurus Financial
California
$1.42M 33,808 +1,870 +6%
WB
105
WesBanco Bank
West Virginia
$1.42M 33,720 -3,014 -8%
SB
106
Simmons Bank
Arkansas
$1.41M 33,608 – –
SEP
107
Southland Equity Partners
Missouri
$1.39M 33,097 -2,558 -7%
SIA
108
Soltis Investment Advisors
Utah
$1.38M 32,791 -1,794 -5%
ICM
109
IMS Capital Management
Oregon
$1.31M 31,270 +270 +0.9%
BEI
110
Benjamin Edwards Inc
Missouri
$1.3M 31,010 -553 -2%
CBN
111
Cadence Bank NA
Texas
$1.27M 30,339 -119 -0.4%
HighTower Advisors
112
HighTower Advisors
Illinois
$1.27M 30,139 -4,004 -12%
IWA
113
Intercontinental Wealth Advisors
Texas
$1.24M 29,580 – –
PWP
114
Principle Wealth Partners
Connecticut
$1.24M 29,525 -1,650 -5%
IC
115
Inscription Capital
Texas
$1.24M 29,525 +29,525 New
WT
116
Whittier Trust
California
$1.23M 29,269 – –
IRC
117
Investors Research Corp
Georgia
$1.23M 29,275 – –
JWCA
118
J.W. Cole Advisors
Florida
$1.22M 29,114 -1,887 -6%
OWM
119
Opes Wealth Management
California
$1.2M 28,590 -2,357 -8%
CAL
120
Capital Advisors Ltd
Ohio
$1.2M 28,532 +505 +2%
GFS
121
GYL Financial Synergies
Connecticut
$1.14M 27,059 – –
CFA
122
Cahill Financial Advisors
Minnesota
$1.11M 26,521 +412 +2%
VC
123
Vicus Capital
Pennsylvania
$1.08M 25,777 +2,085 +9%
WIC
124
Whitegate Investment Counselors
New Hampshire
$1.08M 25,661 +1,952 +8%
OWA
125
Octavia Wealth Advisors
Ohio
$1.07M 25,609 -1,939 -7%
3 4
5
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