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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$1.06M +$192K +4,576 +22%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1M -$417K -9,932 -29%
JWBC
128
John W. Brooker & Co
California
$953K -$18.9K -450 -2%
BRWA
129
B. Riley Wealth Advisors
Florida
$937K -$9.86K -235 -1%
FLPIM
130
F.L. Putnam Investment Management
Massachusetts
$935K – – –
BIA
131
Biondo Investment Advisors
Pennsylvania
$918K -$75.1K -1,790 -8%
SFG
132
StrategIQ Financial Group
Indiana
$918K – – –
HA
133
Harborview Advisors
Maine
$912K -$79.9K -1,905 -8%
CCA
134
Clearwater Capital Advisors
Illinois
$868K -$8.69K -207 -1%
FTUS
135
Flow Traders U.S.
New York
$854K +$330K +7,865 +63%
SWP
136
Stratos Wealth Partners
Ohio
$847K -$1.59K -38 -0.2%
SS
137
Sunbelt Securities
Texas
$845K – – –
US Bancorp
138
US Bancorp
Minnesota
$842K +$789K +18,810 +1,493%
BPA
139
Beacon Pointe Advisors
California
$817K +$507K +12,083 +163%
FFA
140
Founders Financial Alliance
North Carolina
$806K +$582K +13,893 +261%
RJT
141
Raymond James Trust
Florida
$793K +$5.5K +131 +0.7%
FAIM
142
Financial Advocates Investment Management
Washington
$787K -$171K -4,076 -18%
DAS
143
Dynamic Advisor Solutions
Arizona
$786K -$52K -1,239 -6%
NFG
144
Next Financial Group
Texas
$773K -$55.4K -1,321 -7%
PT
145
Plimoth Trust
Massachusetts
$772K -$11K -261 -1%
HIIFS
146
Harel Insurance Investments & Financial Services
Israel
$752K +$752K +5,500 New
HT
147
Heritage Trust
Oklahoma
$745K -$2.77K -66 -0.4%
CASB
148
Cape Ann Savings Bank
Massachusetts
$740K -$2.1K -50 -0.3%
PTP
149
Platform Technology Partners
New York
$724K +$724K +17,251 New
SC
150
SouthState Corp
Florida
$696K – – –
4 5
6
7 8