DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.5M
2
TIA
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.9M
4
AWA
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
Bank of America
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.9M
5
UBS Group
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
151
Heritage Trust
Oklahoma
$660K -$144K -4,151 -18%
APA
152
American Portfolios Advisors
New York
$652K -$109K -3,128 -14%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$652K +$43.8K +1,258 +7%
FAIM
154
Financial Advocates Investment Management
Washington
$639K -$128K -3,684 -17%
CASB
155
Cape Ann Savings Bank
Massachusetts
$620K +$620K +17,800 New
PTP
156
Platform Technology Partners
New York
$601K – – –
SC
157
SouthState Corp
Florida
$591K -$26.6K -765 -4%
CFG
158
Citizens Financial Group
Rhode Island
$566K -$61.2K -1,757 -10%
WWM
159
Western Wealth Management
Colorado
$564K +$55.7K +1,602 +11%
SFG
160
Sowa Financial Group
Rhode Island
$561K +$18K +518 +3%
FNB
161
Farmers National Bank
Kentucky
$558K +$558K +16,041 New
SPC
162
Sigma Planning Corp
Michigan
$541K +$33.1K +952 +7%
Jane Street
163
Jane Street
New York
$534K +$257K +7,395 +93%
GWM
164
Geneos Wealth Management
Colorado
$532K -$131K -3,229 -20%
IWC
165
Integrated Wealth Concepts
Massachusetts
$530K +$19.4K +556 +4%
OC
166
Oppenheimer & Co
New York
$527K -$141K -4,047 -21%
SBL
167
Sargent Bickham Lagudis
Colorado
$522K +$41.4K +1,191 +9%
WA
168
Wambolt & Associates
Colorado
$521K -$2.68K -77 -0.5%
RA
169
RFG Advisory
Alabama
$501K -$12.8K -355 -2%
Northern Trust
170
Northern Trust
Illinois
$494K -$115K -3,301 -19%
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$48.5K -1,392 -9%
HFA
172
HC Financial Advisors
California
$486K -$284K -8,157 -37%
KFI
173
Key Financial Inc
Pennsylvania
$480K – – –
Neuberger Berman Group
174
Neuberger Berman Group
New York
$469K +$18.3K +525 +4%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$467K -$17.2K -495 -4%
5 6
7
8 9