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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
LPL Financial
California
$67.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
126
Principle Wealth Partners
Connecticut
$1.44M +$119K +2,900 +9%
CAL
127
Capital Advisors Ltd
Ohio
$1.42M +$23.6K +575 +2%
CB
128
Cadence Bank
Mississippi
$1.37M -$17.1K -418 -1%
IF
129
Intrua Financial
Texas
$1.36M -$17.7K -448 -1%
AF
130
Apexium Financial
Texas
$1.35M -$3.2K -78 -0.2%
IA
131
Insight Advisors
Pennsylvania
$1.34M +$121K +2,951 +10%
CANC
132
Culbertson A N & Co
Virginia
$1.33M – – –
SFP
133
Sweet Financial Partners
Minnesota
$1.33M +$164 +4 +0%
FCAG
134
First Capital Advisors Group
New Jersey
$1.32M -$97.9K -2,389 -7%
SIA
135
SkyView Investment Advisors
New Jersey
$1.32M -$97.9K -2,389 -7%
AAP
136
Arax Advisory Partners
Colorado
$1.31M -$172K -4,206 -12%
WB
137
WesBanco Bank
West Virginia
$1.3M +$5.12K +125 +0.4%
SEP
138
Southland Equity Partners
Missouri
$1.27M -$52.5K -1,280 -4%
Financial Engines Advisors
139
Financial Engines Advisors
California
$1.27M +$60.9K +1,485 +5%
DWM
140
Denver Wealth Management
Colorado
$1.27M -$6.8K -166 -0.5%
ICM
141
IMS Capital Management
Oregon
$1.24M -$9.22K -225 -0.7%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$1.23M -$27.1K -661 -2%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$1.22M -$65.2K -1,590 -5%
AWA
144
Arkadios Wealth Advisors
Georgia
$1.21M -$79.6K -1,943 -6%
IWA
145
Intercontinental Wealth Advisors
Texas
$1.21M – – –
GFP
146
Gryphon Financial Partners
Ohio
$1.19M +$17.7K +431 +2%
BEI
147
Benjamin Edwards Inc
Missouri
$1.19M +$123 +3 +0%
IRC
148
Investors Research Corp
Georgia
$1.14M -$40.8K -995 -3%
MF
149
Meridian Financial
Massachusetts
$1.13M -$12.8K -313 -1%
TRCT
150
Tower Research Capital (TRC)
New York
$1.13M +$1M +24,426 +766%
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