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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.

Holders
378
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
6.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
30
Increased
145
Reduced
142
Closed
15
Calls
$786K
Puts
$4K
Net Calls
+$782K
Net Calls Change
-$178K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$9.92M
2
LPL Financial
2
LPL Financial
California
$72.8M
3
TFG
3
Team Financial Group
California
$4.3M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$8.95M
5
CCM
5
Coldstream Capital Management
Washington
$21.5M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$21M
2
LW
2
Linscomb Wealth
Texas
$81.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.1M
4
BFG
4
Beacon Financial Group
Texas
$7M
5
UBS Group
5
UBS Group
Switzerland
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
101
Holt Capital Partners
Texas
$1.97M 48,103 – –
SWA
102
Stratos Wealth Advisors
Ohio
$1.93M 47,042 +41,372 +730%
CPIG
103
Chicago Partners Investment Group
Illinois
$1.91M 48,788 +52 +0.1%
PAG
104
Powers Advisory Group
Illinois
$1.9M 46,415 -1,588 -3%
APCM
105
Alaska Permanent Capital Management
Alaska
$1.85M 45,118 -9,424 -17%
CWA
106
Centennial Wealth Advisory
Michigan
$1.85M 45,093 +3,232 +8%
EA
107
Eudaimonia Advisors
Tennessee
$1.82M 44,327 -2,104 -5%
Northern Trust
108
Northern Trust
Illinois
$1.79M 43,587 -2,793 -6%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$1.73M 42,355 +176 +0.4%
YWS
110
Yarger Wealth Strategies
Ohio
$1.71M 41,779 +277 +0.7%
WDL
111
Well Done LLC
Michigan
$1.7M 41,587 -145 -0.3%
MFG
112
Merit Financial Group
Georgia
$1.66M 40,405 +1,009 +3%
ATC
113
Argent Trust Co
Tennessee
$1.6M 39,018 -4,290 -10%
AWM
114
Apollon Wealth Management
South Carolina
$1.58M 38,649 +1,443 +4%
WANY
115
Wealthspire Advisors (New York)
New York
$1.58M 38,611 +11 +0%
CWM
116
Connecticut Wealth Management
Connecticut
$1.56M 37,988 -2,055 -5%
Corient Private Wealth
117
Corient Private Wealth
Florida
$1.55M 37,895 +37,895 New
BWM
118
Baystate Wealth Management
Massachusetts
$1.55M 37,821 -962 -2%
CF
119
Centaurus Financial
California
$1.54M 37,651 -1,831 -5%
Citadel Advisors
120
Citadel Advisors
Florida
$1.51M 36,884 +14,507 +65%
FNB
121
Farmers National Bank
Kentucky
$1.49M 36,377 -984 -3%
FMN
122
Financial Management Network
California
$1.45M 36,193 -7,108 -16%
CAL
123
Capital Advisors Ltd
Ohio
$1.41M 34,304 +8 +0%
IF
124
Intrua Financial
Texas
$1.4M 34,105 -159 -0.5%
CB
125
Cadence Bank
Mississippi
$1.38M 33,652 -344 -1%
3 4
5
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