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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$26.1M
2
TIA
Traphagen Investment Advisors
New Jersey
+$9.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.27M
5
OMC
Old Mission Capital
Illinois
+$2.97M

Top Sellers

1
CWP
Concord Wealth Partners
Virginia
-$32.8M
2
CFG
CMC Financial Group
Georgia
-$13.5M
3
SW
Signify Wealth
Missouri
-$12.9M
4
HNB
Huntington National Bank
Ohio
-$12.7M
5
SS
Simplicity Solutions
Minnesota
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
126
Vicus Capital
Pennsylvania
$958K +$23.9K +591 +3%
WIC
127
Whitegate Investment Counselors
New Hampshire
$958K +$45K +1,113 +5%
BIA
128
Biondo Investment Advisors
Pennsylvania
$957K +$31K +766 +3%
HA
129
Harborview Advisors
Maine
$956K -$73.3K -1,813 -7%
IA
130
IFP Advisors
Florida
$949K -$186K -4,615 -16%
JWBC
131
John W. Brooker & Co
California
$936K -$73.7K -1,823 -7%
FAIM
132
Financial Advocates Investment Management
Washington
$923K +$182K +4,502 +25%
BRWA
133
B. Riley Wealth Advisors
Florida
$912K +$74.4K +1,841 +9%
FLPIM
134
F.L. Putnam Investment Management
Massachusetts
$901K -$214K -5,286 -19%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$892K +$349K +8,644 +64%
FNB
136
Farmers National Bank
Kentucky
$891K +$242K +5,992 +37%
SFG
137
StrategIQ Financial Group
Indiana
$884K -$31.5K -779 -3%
CCA
138
Clearwater Capital Advisors
Illinois
$845K -$56.8K -1,404 -6%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$839K -$624K -15,430 -43%
SS
140
Sunbelt Securities
Texas
$833K -$9.74K -241 -1%
SWP
141
Stratos Wealth Partners
Ohio
$817K -$2.27M -56,164 -74%
DAS
142
Dynamic Advisor Solutions
Arizona
$807K -$143K -3,536 -15%
NFG
143
Next Financial Group
Texas
$798K +$445 +11 +0.1%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$786K +$27.9K +690 +4%
AFA
145
Atlanta Financial Associates
Georgia
$766K – – –
RJT
146
Raymond James Trust
Florida
$758K -$87.6K -2,169 -10%
PT
147
Plimoth Trust
Massachusetts
$754K -$25.7K -635 -3%
HT
148
Heritage Trust
Oklahoma
$720K -$47K -1,163 -6%
CASB
149
Cape Ann Savings Bank
Massachusetts
$715K -$4.04K -100 -0.6%
Invesco
150
Invesco
Georgia
$704K -$83.5K -2,066 -11%
4 5
6
7 8