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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$686K -$41.6K -992 -6%
CFG
152
Citizens Financial Group
Rhode Island
$682K – – –
OMC
153
Old Mission Capital
Illinois
$661K -$2.43M -57,818 -79%
OC
154
Oppenheimer & Co
New York
$649K +$3.23K +77 +0.5%
AT
155
Arden Trust
Delaware
$643K -$1.36M -32,453 -68%
Invesco
156
Invesco
Georgia
$637K -$93.8K -2,236 -13%
AAS
157
Avantax Advisory Services
Texas
$605K +$232K +5,554 +62%
ASN
158
Advisory Services Network
Georgia
$583K +$583K +13,901 New
KFI
159
Key Financial Inc
Pennsylvania
$578K – – –
SPC
160
Sigma Planning Corp
Michigan
$567K +$461 +11 +0.1%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$565K – – –
HI
162
Harbour Investments
Wisconsin
$555K +$90.1K +2,146 +19%
SFG
163
Sowa Financial Group
Rhode Island
$552K -$11K -261 -2%
WWM
164
Western Wealth Management
Colorado
$551K -$19.9K -473 -3%
WA
165
Wambolt & Associates
Colorado
$550K -$1.23K -29 -0.2%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$544K -$1.79M – –
RA
167
RFG Advisory
Alabama
$543K +$8.73K +208 +2%
FNBT
168
FineMark National Bank & Trust
Florida
$533K – – –
SBL
169
Sargent Bickham Lagudis
Colorado
$511K +$140K +3,332 +38%
ONB
170
Old National Bancorp
Indiana
$506K – – –
HFA
171
HC Financial Advisors
California
$498K -$38.6K -920 -7%
TF
172
TIAA FSB
Florida
$492K – – –
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$482K +$465K +10,979 +2,711%
IA
174
IFP Advisors
Florida
$481K -$505K -12,048 -51%
RAM
175
Redmond Asset Management
Virginia
$477K +$7.35K +175 +2%
5 6
7
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