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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.9M
2
KAS
2
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
5
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$24.3M
2
HNB
2
Huntington National Bank
Ohio
$12.7M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
LPL Financial
4
LPL Financial
California
$47.6M
5
IWM
5
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$1.74M +$9.98K +265 +0.6%
NA
102
NewEdge Advisors
Louisiana
$1.74M +$1.26M +33,371 +262%
WDL
103
Well Done LLC
Michigan
$1.69M +$22.1K +586 +1%
BPA
104
Beacon Pointe Advisors
California
$1.69M -$20.5K -545 -1%
AGA
105
Arkos Global Advisors
Texas
$1.66M +$107K +2,849 +7%
Northern Trust
106
Northern Trust
Illinois
$1.64M -$97K -2,576 -6%
CJFS
107
Coulter & Justus Financial Services
Tennessee
$1.62M +$1.62M +43,118 New
CWA
108
Centennial Wealth Advisory
Michigan
$1.62M -$109K -2,891 -6%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$1.62M -$745K -19,767 -32%
IA
110
Insight Advisors
Pennsylvania
$1.61M +$38.4K +1,020 +2%
YWS
111
Yarger Wealth Strategies
Ohio
$1.59M +$11.8K +312 +0.7%
PAG
112
Powers Advisory Group
Illinois
$1.55M +$32.6K +866 +2%
AWM
113
Apollon Wealth Management
South Carolina
$1.51M -$41.9K -1,113 -3%
AAP
114
Arax Advisory Partners
Colorado
$1.48M -$3.39K -90 -0.2%
WANY
115
Wealthspire Advisors (New York)
New York
$1.47M +$11.6K +307 +0.8%
MIAN
116
Mariner Independent Advisor Network
Kansas
$1.45M -$554K -14,711 -28%
BWM
117
Baystate Wealth Management
Massachusetts
$1.43M -$1.1M -29,204 -44%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$1.42M +$362K +9,598 +34%
AF
119
Apexium Financial
Texas
$1.42M +$1.42M +37,651 New
PA
120
Pinnacle Associates
New York
$1.42M -$369K -9,788 -21%
HighTower Advisors
121
HighTower Advisors
Illinois
$1.34M +$4.17K +111 +0.3%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$1.31M +$706K +18,747 +116%
IF
123
Intrua Financial
Texas
$1.31M -$30.1K -800 -2%
FNB
124
Farmers National Bank
Kentucky
$1.29M +$127K +3,365 +11%
IA
125
IFP Advisors
Florida
$1.28M -$37K -451 -3%
3 4
5
6 7