DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$2.1M 51,277 +3,999 +8%
CFA
102
Cahill Financial Advisors
Minnesota
$2.09M 51,072 +4,827 +10%
FAP
103
Financial Advisory Partners
Florida
$2.04M 49,746 +1,734 +4%
HCP
104
Holt Capital Partners
Texas
$2.02M 49,260 – –
CPIG
105
Chicago Partners Investment Group
Illinois
$1.99M 48,710 +137 +0.3%
EH
106
Equitable Holdings
New York
$1.98M 48,204 +3,542 +8%
MWM
107
Modera Wealth Management
New Jersey
$1.96M 47,908 -2,334 -5%
EA
108
Eudaimonia Advisors
Tennessee
$1.9M 46,469 -1,528 -3%
ATC
109
Argent Trust Co
Tennessee
$1.9M 46,358 +12,674 +38%
PAG
110
Powers Advisory Group
Illinois
$1.88M 45,786 +3,340 +8%
CF
111
Centaurus Financial
California
$1.83M 44,559 -4,383 -9%
Northern Trust
112
Northern Trust
Illinois
$1.79M 43,587 – –
YWS
113
Yarger Wealth Strategies
Ohio
$1.75M 42,630 +3 +0%
CWA
114
Centennial Wealth Advisory
Michigan
$1.75M 42,605 +417 +1%
WDL
115
Well Done LLC
Michigan
$1.71M 41,719 +32 +0.1%
FMN
116
Financial Management Network
California
$1.64M 40,696 +14,563 +56%
MFG
117
Merit Financial Group
Georgia
$1.62M 39,497 +2,086 +6%
AWM
118
Apollon Wealth Management
South Carolina
$1.61M 39,394 +65 +0.2%
WANY
119
Wealthspire Advisors (New York)
New York
$1.58M 38,600 -307 -0.8%
BWM
120
Baystate Wealth Management
Massachusetts
$1.57M 38,364 +461 +1%
GFG
121
Goldstone Financial Group
Illinois
$1.57M 38,361 +38,361 New
FNB
122
Farmers National Bank
Kentucky
$1.54M 37,668 +1,107 +3%
GWM
123
GSB Wealth Management
Connecticut
$1.51M 36,896 +23,881 +183%
Truist Financial
124
Truist Financial
North Carolina
$1.48M 36,175 +891 +3%
PA
125
Pinnacle Associates
New York
$1.46M 35,732 -1,812 -5%
3 4
5
6 7