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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$1.44M 34,625 -660 -2%
Northern Trust
102
Northern Trust
Illinois
$1.4M 33,833 -3,793 -10%
EWA
103
EP Wealth Advisors
California
$1.37M 33,127 -9,036 -21%
WB
104
WesBanco Bank
West Virginia
$1.37M 33,088 -632 -2%
SB
105
Simmons Bank
Arkansas
$1.36M 32,873 -735 -2%
SEP
106
Southland Equity Partners
Missouri
$1.36M 32,763 -334 -1%
SIA
107
Soltis Investment Advisors
Utah
$1.35M 32,677 -114 -0.3%
CBN
108
Cadence Bank NA
Texas
$1.35M 32,620 +2,281 +8%
ICM
109
IMS Capital Management
Oregon
$1.28M 30,950 -320 -1%
BEI
110
Benjamin Edwards Inc
Missouri
$1.28M 30,793 -217 -0.7%
IWA
111
Intercontinental Wealth Advisors
Texas
$1.23M 29,580 – –
PWP
112
Principle Wealth Partners
Connecticut
$1.22M 29,525 – –
WT
113
Whittier Trust
California
$1.21M 29,269 – –
IRC
114
Investors Research Corp
Georgia
$1.21M 29,172 -103 -0.4%
CAL
115
Capital Advisors Ltd
Ohio
$1.18M 28,539 +7 +0%
WIC
116
Whitegate Investment Counselors
New Hampshire
$1.18M 28,438 +2,777 +11%
PSF
117
Pacific Sun Financial
California
$1.15M 27,648 +27,648 New
OWM
118
Opes Wealth Management
California
$1.14M 27,399 -1,191 -4%
BCP
119
Berkeley Capital Partners
Georgia
$1.13M 27,252 +27,252 New
US Bancorp
120
US Bancorp
Minnesota
$1.12M 27,047 +6,977 +35%
GFS
121
GYL Financial Synergies
Connecticut
$1.12M 26,938 -121 -0.4%
HighTower Advisors
122
HighTower Advisors
Illinois
$1.09M 26,238 -3,901 -13%
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$1.08M 26,045 +712 +3%
BRWA
124
B. Riley Wealth Advisors
Florida
$1.06M 25,513 +3,191 +14%
OWA
125
Octavia Wealth Advisors
Ohio
$1.03M 25,064 -545 -2%
3 4
5
6 7