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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
126
Vicus Capital
Pennsylvania
$1.03M -$38K -918 -4%
IA
127
Insight Advisors
Pennsylvania
$1.03M +$531K +11,991 +107%
BIA
128
Biondo Investment Advisors
Pennsylvania
$958K +$50.4K +1,215 +6%
HA
129
Harborview Advisors
Maine
$946K +$44.1K +1,063 +5%
JWBC
130
John W. Brooker & Co
California
$940K -$1.58K -38 -0.2%
SFG
131
StrategIQ Financial Group
Indiana
$907K – – –
Bank of New York Mellon
132
Bank of New York Mellon
New York
$901K -$2.78M -67,087 -76%
SS
133
Sunbelt Securities
Texas
$845K – – –
CCA
134
Clearwater Capital Advisors
Illinois
$837K -$20.5K -494 -2%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$828K -$96K -2,316 -10%
KWM
136
Kingsview Wealth Management
Oregon
$828K +$828K +19,986 New
RJT
137
Raymond James Trust
Florida
$783K – – –
FAIM
138
Financial Advocates Investment Management
Washington
$776K -$1.29K -31 -0.2%
SWP
139
Stratos Wealth Partners
Ohio
$775K -$61.8K -1,491 -7%
FFA
140
Founders Financial Alliance
North Carolina
$764K -$33.5K -807 -4%
PT
141
Plimoth Trust
Massachusetts
$754K -$8.08K -195 -1%
HT
142
Heritage Trust
Oklahoma
$736K – – –
PTP
143
Platform Technology Partners
New York
$715K – – –
MSA
144
Marino Stram & Associates
Massachusetts
$710K +$710K +17,127 New
CASB
145
Cape Ann Savings Bank
Massachusetts
$705K -$26.3K -635 -4%
Goldman Sachs
146
Goldman Sachs
New York
$696K -$2.07M -50,000 -75%
SC
147
SouthState Corp
Florida
$687K – – –
CFG
148
Citizens Financial Group
Rhode Island
$674K – – –
T
149
TNF
Montana
$657K +$657K +15,131 New
APA
150
American Portfolios Advisors
New York
$650K -$28.1K -677 -4%
4 5
6
7 8