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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$70M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.6M
3
MWM
3
Modera Wealth Management
New Jersey
$5.86M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17.3M
5
RWA
5
Rooted Wealth Advisors
Illinois
$3.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
LW
2
Linscomb Wealth
Texas
$88.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$8.06M
4
Citadel Advisors
4
Citadel Advisors
Florida
$941K
5
RJA
5
Raymond James & Associates
Florida
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$2.15M 51,225 +3,021 +6%
CPIG
102
Chicago Partners Investment Group
Illinois
$2.13M 48,736 +26 +0.1%
FAP
103
Financial Advisory Partners
Florida
$2.08M 49,508 -238 -0.5%
HCP
104
Holt Capital Partners
Texas
$2.02M 48,103 -1,157 -2%
PAG
105
Powers Advisory Group
Illinois
$2.02M 48,003 +2,217 +5%
EA
106
Eudaimonia Advisors
Tennessee
$1.95M 46,431 -38 -0.1%
Northern Trust
107
Northern Trust
Illinois
$1.95M 46,380 +2,793 +6%
FMN
108
Financial Management Network
California
$1.83M 43,301 +2,605 +6%
ATC
109
Argent Trust Co
Tennessee
$1.82M 43,308 -3,050 -7%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$1.77M 42,179 -9,098 -18%
CWA
111
Centennial Wealth Advisory
Michigan
$1.76M 41,861 -744 -2%
WDL
112
Well Done LLC
Michigan
$1.75M 41,732 +13 +0%
YWS
113
Yarger Wealth Strategies
Ohio
$1.75M 41,502 -1,128 -3%
CWM
114
Connecticut Wealth Management
Connecticut
$1.68M 40,043 -47,008 -54%
CF
115
Centaurus Financial
California
$1.66M 39,482 -5,077 -11%
MFG
116
Merit Financial Group
Georgia
$1.66M 39,396 -101 -0.3%
BWM
117
Baystate Wealth Management
Massachusetts
$1.63M 38,783 +419 +1%
WANY
118
Wealthspire Advisors (New York)
New York
$1.62M 38,600 – –
FNB
119
Farmers National Bank
Kentucky
$1.57M 37,361 -307 -0.8%
AWM
120
Apollon Wealth Management
South Carolina
$1.56M 37,206 -2,188 -6%
PWP
121
Principle Wealth Partners
Connecticut
$1.49M 35,540 +500 +1%
Truist Financial
122
Truist Financial
North Carolina
$1.49M 35,408 -767 -2%
CAL
123
Capital Advisors Ltd
Ohio
$1.44M 34,296 -442 -1%
IF
124
Intrua Financial
Texas
$1.44M 34,264 -244 -0.7%
CB
125
Cadence Bank
Mississippi
$1.43M 33,996 +517 +2%
3 4
5
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