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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
CI
CX Institutional
Indiana
$7.82M
2
TRCT
Tower Research Capital (TRC)
New York
$3.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.87M
4
Goldman Sachs
Goldman Sachs
New York
$2.21M
5
BFG
Beacon Financial Group
Texas
$8.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$89.3M
2
HNB
Huntington National Bank
Ohio
$16.1M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
IWA
Inspirion Wealth Advisors
Illinois
$3.95M
5
SWM
SVA Wealth Management
Wisconsin
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$506K +$506K +17,506 New
PTP
152
Platform Technology Partners
New York
$499K – – –
GWM
153
Geneos Wealth Management
Colorado
$466K -$117K -4,110 -20%
SS
154
Sunbelt Securities
Texas
$460K -$5.79K -200 -1%
SFG
155
Sowa Financial Group
Rhode Island
$451K +$39.5K +1,367 +10%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$450K -$5.64K -195 -1%
FIM
157
Freedom Investment Management
Connecticut
$438K -$66.7K -2,308 -13%
WA
158
Wambolt & Associates
Colorado
$435K -$54.5K -1,883 -11%
IWC
159
Integrated Wealth Concepts
Massachusetts
$424K +$17.3K +598 +4%
WWM
160
Western Wealth Management
Colorado
$423K -$25.1K -866 -6%
SPC
161
Sigma Planning Corp
Michigan
$422K -$19.3K -668 -4%
RA
162
RFG Advisory
Alabama
$412K -$7.67K -265 -2%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$402K -$108K -3,751 -21%
SBL
164
Sargent Bickham Lagudis
Colorado
$399K -$82.8K -2,867 -17%
KFI
165
Key Financial Inc
Pennsylvania
$399K -$27.4K -949 -6%
CSA
166
Cottage Street Advisors
Massachusetts
$392K -$385K -13,315 -50%
SIM
167
Sadoff Investment Management
Wisconsin
$390K +$390K +13,502 New
AA
168
Ancora Advisors
Ohio
$386K – – –
Neuberger Berman Group
169
Neuberger Berman Group
New York
$374K +$374K +12,944 New
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$368K -$306K – –
SAM
171
SignalPoint Asset Management
Missouri
$356K -$695 -24 -0.2%
ONB
172
Old National Bancorp
Indiana
$349K -$110K -3,796 -24%
LNC
173
Lincoln National Corp
Pennsylvania
$347K +$434 +15 +0.1%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$335K -$25.8K -891 -7%
OIA
175
OneDigital Investment Advisors
Kansas
$332K -$30.8K -1,067 -8%
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7
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