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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
101
Berkeley Capital Partners
Georgia
$2.12M +$66.2K +1,610 +3%
MWM
102
Modera Wealth Management
New Jersey
$2.07M -$1.14M -27,659 -36%
HCP
103
Holt Capital Partners
Texas
$2.03M +$1.68M +40,800 +482%
CF
104
Centaurus Financial
California
$2.01M +$10.4K +252 +0.5%
AGA
105
Arkos Global Advisors
Texas
$1.98M +$164K +3,974 +9%
FAP
106
Financial Advisory Partners
Florida
$1.98M +$63.7K +1,549 +3%
EA
107
Eudaimonia Advisors
Tennessee
$1.97M +$62.1K +1,510 +3%
PCMF
108
Private Capital Management (Florida)
Florida
$1.95M +$34.1K +829 +2%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$1.95M +$392K +9,537 +25%
Citadel Advisors
110
Citadel Advisors
Florida
$1.94M +$1.94M +47,240 New
CFA
111
Cahill Financial Advisors
Minnesota
$1.9M -$714K -17,367 -27%
CA
112
Cetera Advisors
Colorado
$1.9M -$6.13K -149 -0.3%
EH
113
Equitable Holdings
New York
$1.84M -$66.9K -1,625 -4%
Northern Trust
114
Northern Trust
Illinois
$1.79M -$905 -22 -0.1%
YWS
115
Yarger Wealth Strategies
Ohio
$1.75M +$16.5K +401 +0.9%
PAG
116
Powers Advisory Group
Illinois
$1.75M +$52.2K +1,268 +3%
CWA
117
Centennial Wealth Advisory
Michigan
$1.74M -$35.1K -853 -2%
WDL
118
Well Done LLC
Michigan
$1.72M -$128K -3,113 -7%
AWM
119
Apollon Wealth Management
South Carolina
$1.62M -$31.4K -763 -2%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.61M +$236K +5,735 +17%
WANY
121
Wealthspire Advisors (New York)
New York
$1.6M – – –
BWM
122
Baystate Wealth Management
Massachusetts
$1.56M +$2.06K +50 +0.1%
PA
123
Pinnacle Associates
New York
$1.54M -$2.43K -59 -0.2%
MFG
124
Merit Financial Group
Georgia
$1.54M +$1.06M +25,846 +223%
FNB
125
Farmers National Bank
Kentucky
$1.5M +$98.2K +2,386 +7%
3 4
5
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