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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$63.9M
2
KAS
Kestra Advisory Services
Texas
$24.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
MSFS
Main Street Financial Solutions
Pennsylvania
$4.28M
5
SAS
Sanford Advisory Services
Michigan
$5.29M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$24.3M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
LPL Financial
LPL Financial
California
$47.6M
5
IWM
IHT Wealth Management
Illinois
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
151
Pacific Sun Financial
California
$974K -$35.4K -940 -4%
GDP
152
Great Diamond Partners
Maine
$958K -$18.3K -486 -2%
TIA
153
Traphagen Investment Advisors
New Jersey
$919K -$79K -2,098 -8%
WB
154
WesBanco Bank
West Virginia
$918K -$245K -6,496 -21%
BIA
155
Biondo Investment Advisors
Pennsylvania
$889K +$5.27K +140 +0.6%
WP
156
WealthShield Partners
North Carolina
$874K -$1.36K -36 -0.2%
WWM
157
Western Wealth Management
Colorado
$862K +$226K +6,010 +36%
KWM
158
Kaydan Wealth Management
Michigan
$858K -$81.5K -2,163 -9%
SPC
159
Sigma Planning Corp
Michigan
$832K +$187K +4,964 +29%
SC
160
SouthState Corp
Florida
$821K -$1.88K -50 -0.2%
JWBC
161
John W. Brooker & Co
California
$820K +$188 +5 +0%
SFG
162
StrategIQ Financial Group
Indiana
$817K -$3.01K -80 -0.4%
FFN
163
Focus Financial Network
Minnesota
$775K +$42.3K +1,122 +6%
RJT
164
Raymond James Trust
Florida
$764K – – –
HIA
165
Harbor Investment Advisory
Maryland
$752K +$68.8K +1,826 +10%
LSAG
166
Lake Street Advisors Group
New Hampshire
$735K – – –
MLA
167
My Legacy Advisors
Oregon
$725K +$130K +3,364 +22%
RFA
168
Resurgent Financial Advisors
Georgia
$714K +$33.2K +881 +5%
OWA
169
Octavia Wealth Advisors
Ohio
$707K -$56.7K -1,505 -7%
BA
170
Bristlecone Advisors
Washington
$704K +$4.52K +120 +0.6%
Goldman Sachs
171
Goldman Sachs
New York
$700K +$253K +6,727 +57%
PT
172
Plimoth Trust
Massachusetts
$696K -$5.08K -135 -0.7%
NC
173
NewSquare Capital
Pennsylvania
$682K +$13.6K +360 +2%
ATC
174
Argent Trust Co
Tennessee
$676K +$397K +10,546 +143%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$667K -$57.9K -1,536 -8%
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7
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