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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
$619K -$21.8K -525 -3%
AAS
152
Avantax Advisory Services
Texas
$613K +$14.9K +360 +2%
NFG
153
Next Financial Group
Texas
$600K -$164K -3,945 -21%
IA
154
IFP Advisors
Florida
$590K +$114K +2,760 +24%
SPC
155
Sigma Planning Corp
Michigan
$573K +$12.9K +312 +2%
KFI
156
Key Financial Inc
Pennsylvania
$572K – – –
SBL
157
Sargent Bickham Lagudis
Colorado
$561K +$56.5K +1,364 +11%
Invesco
158
Invesco
Georgia
$560K -$68.9K -1,663 -11%
FNB
159
Farmers National Bank
Kentucky
$558K +$558K +16,041 New
Neuberger Berman Group
160
Neuberger Berman Group
New York
$558K – – –
RA
161
RFG Advisory
Alabama
$550K +$13.1K +315 +2%
WA
162
Wambolt & Associates
Colorado
$540K -$6.86K -163 -1%
GFP
163
Gryphon Financial Partners
Ohio
$527K +$527K +12,723 New
SFG
164
Sowa Financial Group
Rhode Island
$518K -$27.5K -662 -5%
AT
165
Arden Trust
Delaware
$501K -$135K -3,245 -21%
HI
166
Harbour Investments
Wisconsin
$497K -$51.5K -1,242 -9%
HFA
167
HC Financial Advisors
California
$493K +$664 +16 +0.1%
TF
168
TIAA FSB
Florida
$484K -$2.82K -68 -0.6%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$482K +$127 +3 +0%
OIA
170
OneDigital Investment Advisors
Kansas
$476K +$63.9K +1,540 +16%
DAS
171
Dynamic Advisor Solutions
Arizona
$475K -$301K -7,271 -39%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$472K -$544K – –
RAM
173
Redmond Asset Management
Virginia
$468K -$2.82K -68 -0.6%
IAN
174
Integrated Advisors Network
Texas
$468K +$207 +5 +0%
BI
175
Berkeley Inc
Idaho
$460K +$41 +1 +0%
5 6
7
8 9