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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
31
Increased
143
Reduced
112
Closed
27
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$51K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$40.5M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
SIA
3
Soltis Investment Advisors
Utah
$11.6M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$4.67M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14M
2
FHC
2
First Heartland Consultants
Missouri
$0
3
LW
3
Linscomb Wealth
Texas
$89.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$702K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
126
Cadence Bank NA
Texas
$1.28M -$101K -2,595 -7%
EWA
127
EP Wealth Advisors
California
$1.27M -$54.3K -1,393 -4%
SAS
128
Sanford Advisory Services
Michigan
$1.27M +$1.27M +32,487 New
SEP
129
Southland Equity Partners
Missouri
$1.25M -$12.5K -320 -1%
SB
130
Simmons Bank
Arkansas
$1.24M – – –
CAL
131
Capital Advisors Ltd
Ohio
$1.24M +$52.4K +1,344 +4%
WB
132
WesBanco Bank
West Virginia
$1.2M +$16.4K +421 +1%
FNB
133
Farmers National Bank
Kentucky
$1.2M +$89.2K +2,288 +8%
ICM
134
IMS Capital Management
Oregon
$1.19M – – –
Financial Engines Advisors
135
Financial Engines Advisors
California
$1.18M – – –
Truist Financial
136
Truist Financial
North Carolina
$1.17M -$57.8K -1,481 -5%
PWA
137
PCG Wealth Advisors
Kansas
$1.16M -$342K -8,758 -23%
IWA
138
Intercontinental Wealth Advisors
Texas
$1.15M – – –
GFP
139
Gryphon Financial Partners
Ohio
$1.15M +$468 +12 +0%
CWM
140
Collaborative Wealth Management
Florida
$1.14M +$1.14M +29,292 New
BA
141
Bridge Advisory
California
$1.13M +$222K +5,670 +24%
BEI
142
Benjamin Edwards Inc
Missouri
$1.13M -$28.4K -729 -2%
IRC
143
Investors Research Corp
Georgia
$1.12M -$8.54K -219 -0.8%
PWP
144
Principle Wealth Partners
Connecticut
$1.11M -$49.9K -1,280 -4%
MF
145
Meridian Financial
Massachusetts
$1.1M -$74.1K -1,902 -6%
TNBTD
146
Trustmark National Bank Trust Department
Mississippi
$1.1M -$202K -5,169 -15%
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$1.1M +$68.3K +1,753 +7%
OWM
148
Opes Wealth Management
California
$1.08M -$103K -2,651 -9%
LB
149
Leo Brokerage
Texas
$1.05M +$1.95K +50 +0.2%
PSF
150
Pacific Sun Financial
California
$1.05M -$31.8K -816 -3%
4 5
6
7 8