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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Sunbelt Securities
Texas
$1.09M +$533 +14 +0%
FHA
152
Flagship Harbor Advisors
Massachusetts
$1.09M +$137K +3,600 +14%
PSF
153
Pacific Sun Financial
California
$1.09M -$22.4K -590 -2%
SFG
154
StrategIQ Financial Group
Indiana
$1.09M -$20.6K -542 -2%
CSA
155
Cottage Street Advisors
Massachusetts
$1.09M -$7.27K -191 -0.7%
NFG
156
Nations Financial Group
Iowa
$1.07M – – –
C1AG
157
Client 1st Advisory Group
Florida
$1.03M +$1.03M +27,193 New
VFA
158
Voya Financial Advisors
Connecticut
$1.03M +$41.4K +1,092 +4%
HFA
159
HC Financial Advisors
California
$1.02M +$472K +12,396 +86%
ONB
160
Old National Bancorp
Indiana
$1.02M -$172K -4,516 -14%
AA
161
Ancora Advisors
Ohio
$959K +$477K +12,834 +99%
Invesco
162
Invesco
Georgia
$950K -$22.2K -585 -2%
VC
163
Vicus Capital
Pennsylvania
$940K -$50.3K -1,323 -5%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$924K +$27.7K +729 +3%
IA
165
IFP Advisors
Florida
$913K -$1.74M -45,856 -66%
IFWM
166
Institute for Wealth Management
Colorado
$882K +$25.3K +664 +3%
CF
167
Centaurus Financial
California
$877K +$17.5K +459 +2%
OC
168
Oppenheimer & Co
New York
$871K +$275K +7,219 +46%
HA
169
Harborview Advisors
Maine
$828K -$88.1K -2,315 -10%
BIA
170
Biondo Investment Advisors
Pennsylvania
$796K +$3.42K +90 +0.4%
RJT
171
Raymond James Trust
Florida
$779K -$103K -2,699 -12%
SPC
172
Sigma Planning Corp
Michigan
$774K +$48.8K +1,281 +7%
FHC
173
First Heartland Consultants
Missouri
$763K +$485K +12,751 +175%
WIA
174
Wealthstreet Investment Advisors
Texas
$747K – – –
FAAS
175
First Allied Advisory Services
California
$738K +$57K +1,516 +8%
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