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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
126
Arax Advisory Partners
Colorado
$1.49M -$129K -3,133 -8%
IF
127
Intrua Financial
Texas
$1.47M +$6.79K +161 +0.5%
Truist Financial
128
Truist Financial
North Carolina
$1.45M +$273K +6,633 +23%
SIA
129
SkyView Investment Advisors
New Jersey
$1.42M +$1.42M +34,505 New
FCAG
130
First Capital Advisors Group
New Jersey
$1.42M +$1.42M +34,505 New
CAL
131
Capital Advisors Ltd
Ohio
$1.41M +$34K +826 +2%
CB
132
Cadence Bank
Mississippi
$1.39M +$46.2K +1,124 +3%
ATC
133
Argent Trust Co
Tennessee
$1.39M +$648K +15,743 +88%
AF
134
Apexium Financial
Texas
$1.36M -$190K -4,608 -12%
CANC
135
Culbertson A N & Co
Virginia
$1.34M – – –
SEP
136
Southland Equity Partners
Missouri
$1.33M +$30.4K +738 +2%
SFP
137
Sweet Financial Partners
Minnesota
$1.33M -$20.2K -491 -1%
PWP
138
Principle Wealth Partners
Connecticut
$1.32M – – –
WB
139
WesBanco Bank
West Virginia
$1.3M +$297K +7,231 +30%
AWA
140
Arkadios Wealth Advisors
Georgia
$1.3M +$63.6K +1,546 +5%
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M -$2.47K -60 -0.2%
DWM
142
Denver Wealth Management
Colorado
$1.28M +$1.28M +31,117 New
IA
143
IFP Advisors
Florida
$1.28M -$2.21K -27 -0.2%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$1.27M -$500K -12,147 -28%
ICM
145
IMS Capital Management
Oregon
$1.26M – – –
IA
146
Insight Advisors
Pennsylvania
$1.22M -$530K -12,969 -30%
Financial Engines Advisors
147
Financial Engines Advisors
California
$1.22M -$70.9K -1,723 -6%
IWA
148
Intercontinental Wealth Advisors
Texas
$1.22M – – –
BEI
149
Benjamin Edwards Inc
Missouri
$1.19M +$7.77K +189 +0.7%
EWA
150
EP Wealth Advisors
California
$1.19M -$63.1K -1,533 -5%
4 5
6
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