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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
126
IMS Capital Management
Oregon
$1.36M -$3.38K -76 -0.2%
WB
127
WesBanco Bank
West Virginia
$1.35M -$1.24K -28 -0.1%
CAL
128
Capital Advisors Ltd
Ohio
$1.35M +$96.2K +2,166 +8%
OWM
129
Opes Wealth Management
California
$1.35M +$96.5K +2,173 +8%
VR
130
Viridian RIA
Washington
$1.35M -$1.44M -32,400 Closed
Financial Engines Advisors
131
Financial Engines Advisors
California
$1.35M +$1.35M +30,308 New
MF
132
Meridian Financial
Massachusetts
$1.34M -$6.26K -141 -0.5%
PWP
133
Principle Wealth Partners
Connecticut
$1.32M -$48.2K -1,085 -4%
BEI
134
Benjamin Edwards Inc
Missouri
$1.32M -$31.6K -712 -2%
IA
135
IFP Advisors
Florida
$1.32M +$228K +2,786 +21%
IWA
136
Intercontinental Wealth Advisors
Texas
$1.31M – – –
GFP
137
Gryphon Financial Partners
Ohio
$1.31M -$580K -13,047 -31%
IRC
138
Investors Research Corp
Georgia
$1.29M -$4.13K -93 -0.3%
FNB
139
Farmers National Bank
Kentucky
$1.27M -$11.5K -259 -0.9%
TIA
140
Traphagen Investment Advisors
New Jersey
$1.26M -$2.9M -65,361 -70%
PSF
141
Pacific Sun Financial
California
$1.23M -$5.78K -130 -0.5%
LB
142
Leo Brokerage
Texas
$1.19M +$1.19M +26,792 New
JPMPWA
143
J.P. Morgan Private Wealth Advisors
California
$1.17M -$310K -6,986 -21%
GFS
144
GYL Financial Synergies
Connecticut
$1.16M -$40.5K -912 -3%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$1.16M +$361K +8,122 +45%
Goldman Sachs
146
Goldman Sachs
New York
$1.15M +$688K +15,497 +150%
GDP
147
Great Diamond Partners
Maine
$1.13M +$1.13M +25,470 New
BIA
148
Biondo Investment Advisors
Pennsylvania
$1.1M +$25.8K +580 +2%
KWM
149
Kaydan Wealth Management
Michigan
$1.1M +$40.2K +904 +4%
FTUS
150
Flow Traders U.S.
New York
$1.08M +$541K +12,191 +101%
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6
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