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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$70M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.6M
3
MWM
Modera Wealth Management
New Jersey
$5.86M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$17.3M
5
RWA
Rooted Wealth Advisors
Illinois
$3.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.4M
2
LW
Linscomb Wealth
Texas
$88.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.06M
4
Citadel Advisors
Citadel Advisors
Florida
$941K
5
RJA
Raymond James & Associates
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Pinnacle Associates
New York
$1.42M -$86K -2,044 -6%
SFP
127
Sweet Financial Partners
Minnesota
$1.36M +$210 +5 +0%
AF
128
Apexium Financial
Texas
$1.34M -$46.8K -1,113 -3%
Financial Engines Advisors
129
Financial Engines Advisors
California
$1.33M +$25.2K +600 +2%
IA
130
Insight Advisors
Pennsylvania
$1.32M -$60.9K -1,448 -4%
SEP
131
Southland Equity Partners
Missouri
$1.29M -$19.8K -471 -2%
CANC
132
Culbertson A N & Co
Virginia
$1.28M -$88.3K -2,100 -6%
EWA
133
EP Wealth Advisors
California
$1.27M +$1.09M +19,493 +585%
IWA
134
Intercontinental Wealth Advisors
Texas
$1.24M – – –
ICM
135
IMS Capital Management
Oregon
$1.24M -$37.8K -900 -3%
DWM
136
Denver Wealth Management
Colorado
$1.22M -$78.3K -1,863 -6%
BEI
137
Benjamin Edwards Inc
Missouri
$1.22M +$4.5K +107 +0.4%
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M -$58.7K -1,395 -5%
AWA
139
Arkadios Wealth Advisors
Georgia
$1.19M -$56.9K -1,353 -5%
IRC
140
Investors Research Corp
Georgia
$1.17M +$1.26K +30 +0.1%
GFS
141
GYL Financial Synergies
Connecticut
$1.14M – – –
MF
142
Meridian Financial
Massachusetts
$1.14M -$25.4K -604 -2%
HAG
143
HF Advisory Group
Maryland
$1.14M +$70.7K +1,681 +7%
GFP
144
Gryphon Financial Partners
Ohio
$1.11M -$114K -2,706 -9%
OWM
145
Opes Wealth Management
California
$1.11M -$1.68K -40 -0.2%
CPC
146
Consolidated Planning Corp
Georgia
$1.09M +$1.09M +25,842 New
WB
147
WesBanco Bank
West Virginia
$1.07M -$259K -6,166 -19%
WP
148
WealthShield Partners
North Carolina
$1.05M +$150K +3,560 +17%
GDP
149
Great Diamond Partners
Maine
$1.03M -$17.6K -418 -2%
SB
150
Simmons Bank
Arkansas
$1.03M -$45.6K -1,085 -4%
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