DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$152M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.6M
2
CAN
2
Cetera Advisor Networks
California
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$35.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWS
101
Yarger Wealth Strategies
Ohio
$1.84M +$1.84M +41,478 New
AWM
102
Apollon Wealth Management
South Carolina
$1.81M +$1.81M +40,847 New
FAP
103
Financial Advisory Partners
Florida
$1.79M +$1.79M +40,282 New
PAG
104
Powers Advisory Group
Illinois
$1.78M +$1.78M +40,052 New
AWA
105
Arkadios Wealth Advisors
Georgia
$1.73M -$3.09M -69,662 -64%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$1.71M -$46.4K -1,045 -3%
LWA
107
Lenox Wealth Advisors
New York
$1.68M – – –
SCA
108
Snowden Capital Advisors
New York
$1.66M -$178K -4,009 -10%
BPA
109
Beacon Pointe Advisors
California
$1.64M +$7.85K +177 +0.5%
CANC
110
Culbertson A N & Co
Virginia
$1.64M – – –
CF
111
Centaurus Financial
California
$1.63M +$40.6K +914 +3%
SPIA
112
Steward Partners Investment Advisory
New York
$1.62M +$86.6K +1,952 +6%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$1.62M -$14.7K -331 -0.9%
IA
114
Insight Advisors
Pennsylvania
$1.62M +$591K +13,321 +57%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1.62M -$960K -21,634 -37%
IF
116
Intrua Financial
Texas
$1.62M +$12.3K +278 +0.8%
WB
117
West Bancorporation
Iowa
$1.55M +$1.55M +34,832 New
SFP
118
Sweet Financial Partners
Minnesota
$1.5M +$1.5M +33,913 New
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$1.48M +$325K +7,331 +28%
EWA
120
EP Wealth Advisors
California
$1.46M -$10.9K -246 -0.7%
Northern Trust
121
Northern Trust
Illinois
$1.46M -$45.8K -1,032 -3%
SIA
122
Soltis Investment Advisors
Utah
$1.45M -$2.84K -64 -0.2%
SEP
123
Southland Equity Partners
Missouri
$1.45M -$6.83K -154 -0.5%
JWCA
124
J.W. Cole Advisors
Florida
$1.44M +$1.44M +32,476 New
VR
125
Viridian RIA
Washington
$1.44M +$1.44M +32,400 New
3 4
5
6 7