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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.9M
2
KAS
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
MSFS
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$24.3M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
LPL Financial
LPL Financial
California
$47.6M
5
IWM
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$1.26M +$434K +11,525 +53%
CAL
127
Capital Advisors Ltd
Ohio
$1.26M +$58.9K +1,564 +5%
SFP
128
Sweet Financial Partners
Minnesota
$1.24M -$33.2K -880 -3%
CB
129
Cadence Bank
Mississippi
$1.24M +$1.24M +32,773 New
CANC
130
Culbertson A N & Co
Virginia
$1.22M -$128K -3,400 -9%
SEP
131
Southland Equity Partners
Missouri
$1.19M -$18.1K -481 -1%
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M -$328K -8,709 -22%
SB
133
Simmons Bank
Arkansas
$1.18M -$16K -425 -1%
Financial Engines Advisors
134
Financial Engines Advisors
California
$1.18M +$37.8K +1,004 +3%
ICM
135
IMS Capital Management
Oregon
$1.15M +$1.32K +35 +0.1%
EWA
136
EP Wealth Advisors
California
$1.15M -$79.9K -2,121 -7%
AWA
137
Arkadios Wealth Advisors
Georgia
$1.13M -$258K -6,855 -19%
IWA
138
Intercontinental Wealth Advisors
Texas
$1.11M – – –
BEI
139
Benjamin Edwards Inc
Missouri
$1.09M -$2.68K -71 -0.2%
IRC
140
Investors Research Corp
Georgia
$1.08M -$4.33K -115 -0.4%
Truist Financial
141
Truist Financial
North Carolina
$1.08M -$45.7K -1,214 -4%
GFP
142
Gryphon Financial Partners
Ohio
$1.07M -$34.3K -911 -3%
CWM
143
Collaborative Wealth Management
Florida
$1.07M -$34.5K -916 -3%
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$1.07M – – –
MF
145
Meridian Financial
Massachusetts
$1.04M -$26K -689 -2%
OWM
146
Opes Wealth Management
California
$1.01M -$31.3K -830 -3%
VC
147
Vicus Capital
Pennsylvania
$1.01M +$49.9K +1,325 +5%
GFS
148
GYL Financial Synergies
Connecticut
$1M +$21.7K +576 +2%
BA
149
Bridge Advisory
California
$999K -$90.6K -2,404 -8%
5L
150
55I LLC
Massachusetts
$999K +$275K +7,316 +38%
4 5
6
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