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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$40.5M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
SIA
3
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14M
2
FHC
2
First Heartland Consultants
Missouri
$0
3
LW
3
Linscomb Wealth
Texas
$89.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$702K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Centaurus Financial
California
$1.86M +$98.9K +2,537 +6%
PA
102
Pinnacle Associates
New York
$1.85M -$194K -4,980 -10%
Northern Trust
103
Northern Trust
Illinois
$1.8M +$269K +6,897 +18%
CA
104
Cetera Advisors
Colorado
$1.79M +$16.9K +433 +0.9%
CWA
105
Centennial Wealth Advisory
Michigan
$1.79M -$196K -5,040 -10%
FAP
106
Financial Advisory Partners
Florida
$1.78M +$12.2K +313 +0.7%
BPA
107
Beacon Pointe Advisors
California
$1.77M -$424K -10,859 -19%
PA
108
PSI Advisors
Florida
$1.74M +$1.6M +40,987 +1,138%
IA
109
Insight Advisors
Pennsylvania
$1.74M +$56K +1,346 +3%
WDL
110
Well Done LLC
Michigan
$1.72M +$546 +14 +0%
YWS
111
Yarger Wealth Strategies
Ohio
$1.66M +$11.9K +302 +0.7%
AGA
112
Arkos Global Advisors
Texas
$1.61M -$81.4K -2,087 -5%
AWM
113
Apollon Wealth Management
South Carolina
$1.61M -$9.74K -250 -0.6%
PCMF
114
Private Capital Management (Florida)
Florida
$1.59M +$64.6K +1,658 +4%
PAG
115
Powers Advisory Group
Illinois
$1.57M +$108K +2,770 +7%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$1.57M -$233K -5,986 -13%
AAP
117
Arax Advisory Partners
Colorado
$1.54M +$1.54M +39,476 New
WANY
118
Wealthspire Advisors (New York)
New York
$1.51M +$1.51M +38,600 New
DWMG
119
DB Wealth Management Group
California
$1.47M +$1.16M +29,757 +377%
AWA
120
Arkadios Wealth Advisors
Georgia
$1.44M -$50.3K -1,291 -3%
CANC
121
Culbertson A N & Co
Virginia
$1.4M -$42.9K -1,100 -3%
IF
122
Intrua Financial
Texas
$1.39M -$7.21K -185 -0.5%
HighTower Advisors
123
HighTower Advisors
Illinois
$1.38M -$96.3K -2,470 -7%
IA
124
IFP Advisors
Florida
$1.32M – – –
SFP
125
Sweet Financial Partners
Minnesota
$1.31M -$44.2K -1,133 -3%
3 4
5
6 7