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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$152M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.6M
2
CAN
2
Cetera Advisor Networks
California
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$35.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
126
Cadence Bank NA
Texas
$1.43M -$16K -361 -1%
SB
127
Simmons Bank
Arkansas
$1.41M -$44.4K -1,000 -3%
PWP
128
Principle Wealth Partners
Connecticut
$1.37M +$59K +1,330 +5%
ICM
129
IMS Capital Management
Oregon
$1.36M -$14.4K -324 -1%
WB
130
WesBanco Bank
West Virginia
$1.35M -$116K -2,613 -8%
HighTower Advisors
131
HighTower Advisors
Illinois
$1.35M +$189K +4,253 +16%
Citadel Advisors
132
Citadel Advisors
Florida
$1.35M +$1.35M +30,432 New
MF
133
Meridian Financial
Massachusetts
$1.35M +$1.35M +30,349 New
BEI
134
Benjamin Edwards Inc
Missouri
$1.35M -$21.5K -484 -2%
CWM
135
Collaborative Wealth Management
Florida
$1.31M +$1.31M +29,630 New
IWA
136
Intercontinental Wealth Advisors
Texas
$1.31M – – –
WT
137
Whittier Trust
California
$1.3M – – –
IRC
138
Investors Research Corp
Georgia
$1.29M -$1.42K -32 -0.1%
FNB
139
Farmers National Bank
Kentucky
$1.28M +$565K +12,740 +79%
CAL
140
Capital Advisors Ltd
Ohio
$1.25M -$12.2K -276 -1%
OWM
141
Opes Wealth Management
California
$1.25M +$36.5K +822 +3%
PSF
142
Pacific Sun Financial
California
$1.23M +$4.22K +95 +0.3%
T
143
TCWP
Ohio
$1.21M +$1.21M +27,228 New
GFS
144
GYL Financial Synergies
Connecticut
$1.2M – – –
OWA
145
Octavia Wealth Advisors
Ohio
$1.13M +$16.9K +382 +2%
BRWA
146
B. Riley Wealth Advisors
Florida
$1.12M -$10.1K -228 -0.9%
VC
147
Vicus Capital
Pennsylvania
$1.11M +$17.9K +409 +2%
BIA
148
Biondo Investment Advisors
Pennsylvania
$1.08M +$51K +1,150 +5%
KWM
149
Kaydan Wealth Management
Michigan
$1.06M +$1.06M +23,901 New
JWBC
150
John W. Brooker & Co
California
$1M -$1.64K -37 -0.2%
4 5
6
7 8