DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
CI
CX Institutional
Indiana
$7.82M
2
TRCT
Tower Research Capital (TRC)
New York
$3.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.87M
4
Goldman Sachs
Goldman Sachs
New York
$2.21M
5
BFG
Beacon Financial Group
Texas
$8.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$89.3M
2
HNB
Huntington National Bank
Ohio
$16.1M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
IWA
Inspirion Wealth Advisors
Illinois
$3.95M
5
SWM
SVA Wealth Management
Wisconsin
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
126
Vicus Capital
Pennsylvania
$780K -$28.8K -995 -4%
WIA
127
Wealthstreet Investment Advisors
Texas
$774K – – –
HA
128
Harborview Advisors
Maine
$754K +$12.1K +417 +2%
UBV
129
United Bank (Virginia)
Virginia
$752K -$1.34M -46,320 -64%
DAS
130
Dynamic Advisor Solutions
Arizona
$683K -$826K -28,565 -55%
SFG
131
StrategIQ Financial Group
Indiana
$679K -$31.9K -1,105 -4%
BIA
132
Biondo Investment Advisors
Pennsylvania
$674K +$22.1K +765 +3%
CFA
133
Cahill Financial Advisors
Minnesota
$671K +$28.2K +974 +4%
HT
134
Heritage Trust
Oklahoma
$670K -$280K -9,676 -29%
MA
135
MONECO Advisors
Connecticut
$667K -$8.56K -296 -1%
AFA
136
Atlanta Financial Associates
Georgia
$666K – – –
HFA
137
HC Financial Advisors
California
$640K -$41.6K -1,438 -6%
FAIM
138
Financial Advocates Investment Management
Washington
$636K +$116K +4,004 +22%
APA
139
American Portfolios Advisors
New York
$632K -$63.4K -2,193 -9%
Invesco
140
Invesco
Georgia
$622K -$62.1K -2,146 -9%
FAAS
141
First Allied Advisory Services
California
$619K +$1.27K +44 +0.2%
NFG
142
Next Financial Group
Texas
$597K -$228K -7,883 -28%
RJT
143
Raymond James Trust
Florida
$591K -$7.2K -249 -1%
FFA
144
Founders Financial Alliance
North Carolina
$587K +$587K +19,990 New
PT
145
Plimoth Trust
Massachusetts
$561K -$7.9K -273 -1%
OC
146
Oppenheimer & Co
New York
$555K -$154K -5,326 -22%
WIC
147
Whitegate Investment Counselors
New Hampshire
$533K +$93.8K +3,246 +21%
CFG
148
Citizens Financial Group
Rhode Island
$521K – – –
SC
149
SouthState Corp
Florida
$513K – – –
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$506K +$105K +3,641 +26%
4 5
6
7 8