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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$1.63M +$127K +3,325 +8%
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$1.57M – – –
AIM
128
Aspen Investment Management
Michigan
$1.56M +$72.7K +1,912 +5%
PWM
129
Provident Wealth Management
Tennessee
$1.53M +$1.53M +40,268 New
CANC
130
Culbertson A N & Co
Virginia
$1.48M -$74.8K -1,965 -5%
WPIC
131
White Pine Investment Company
Michigan
$1.46M +$247K +6,487 +20%
AAS
132
Avantax Advisory Services
Texas
$1.44M +$454K +11,952 +46%
JWCA
133
J.W. Cole Advisors
Florida
$1.4M +$1.4M +36,909 New
PA
134
Pinnacle Associates
New York
$1.4M +$76K +1,997 +6%
HT
135
Heritage Trust
Oklahoma
$1.39M -$7.49K -197 -0.5%
NWS
136
Newport Wealth Strategies
California
$1.38M -$69.8K -1,850 -5%
EWA
137
EP Wealth Advisors
California
$1.37M +$1.37M +35,987 New
WB
138
WesBanco Bank
West Virginia
$1.37M -$17.1K -450 -1%
GFS
139
GYL Financial Synergies
Connecticut
$1.37M +$32.6K +858 +2%
WB
140
West Bancorporation
Iowa
$1.37M +$1.37M +35,877 New
MA
141
MONECO Advisors
Connecticut
$1.33M -$58.8K -1,525 -4%
Brown Advisory
142
Brown Advisory
Maryland
$1.31M +$981K +25,794 +301%
ICM
143
IMS Capital Management
Oregon
$1.27M +$93K +2,446 +8%
APA
144
American Portfolios Advisors
New York
$1.18M +$68.5K +1,800 +6%
TFS
145
Thoroughbred Financial Services
Tennessee
$1.13M +$20.5K +539 +2%
Jane Street
146
Jane Street
New York
$1.12M +$1.12M +29,531 New
WT
147
Whittier Trust
California
$1.11M – – –
Citadel Advisors
148
Citadel Advisors
Florida
$1.11M -$1.53M -40,352 -58%
OWM
149
Opes Wealth Management
California
$1.11M -$207K -5,434 -16%
TNB
150
TCF National Bank
South Dakota
$1.11M +$64.3K +1,690 +6%
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