DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
151
Vicus Capital
Pennsylvania
$1.07M -$57.1K -1,285 -5%
MG
152
Mather Group
Illinois
$1.04M +$1.04M +23,320 New
BA
153
Bridge Advisory
California
$1.03M +$621K +13,987 +151%
WP
154
WealthShield Partners
North Carolina
$1.02M -$861K -19,386 -46%
OWA
155
Octavia Wealth Advisors
Ohio
$1.02M -$111K -2,500 -10%
SFG
156
StrategIQ Financial Group
Indiana
$967K -$4.44K -100 -0.5%
JWBC
157
John W. Brooker & Co
California
$966K -$39.2K -883 -4%
RJT
158
Raymond James Trust
Florida
$901K +$36.9K +831 +4%
FFN
159
Focus Financial Network
Minnesota
$896K +$896K +20,174 New
FLPIM
160
F.L. Putnam Investment Management
Massachusetts
$861K -$12.1K -273 -1%
WWM
161
Western Wealth Management
Colorado
$858K +$416K +9,365 +94%
PT
162
Plimoth Trust
Massachusetts
$827K +$7.78K +175 +0.9%
CCA
163
Clearwater Capital Advisors
Illinois
$794K -$63.5K -1,429 -7%
JWCA
164
J.W. Cole Advisors
Florida
$791K -$651K -14,664 -45%
HT
165
Heritage Trust
Oklahoma
$789K – – –
RFA
166
Resurgent Financial Advisors
Georgia
$774K +$80.1K +1,804 +12%
NC
167
NewSquare Capital
Pennsylvania
$773K +$219K +4,930 +40%
PTP
168
Platform Technology Partners
New York
$766K – – –
FAIM
169
Financial Advocates Investment Management
Washington
$756K -$76.9K -1,729 -9%
SC
170
SouthState Corp
Florida
$748K +$30K +675 +4%
AAS
171
Avantax Advisory Services
Texas
$735K +$109K +2,453 +17%
DWT
172
Dorsey & Whitney Trust
South Dakota
$726K – – –
MSA
173
Marino Stram & Associates
Massachusetts
$721K +$311 +7 +0%
SPC
174
Sigma Planning Corp
Michigan
$686K +$64.5K +1,453 +10%
OIA
175
OneDigital Investment Advisors
Kansas
$679K +$166K +3,747 +32%
5 6
7
8 9