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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
151
Investors Research Corp
Georgia
$1.18M +$741 +18 +0.1%
GFP
152
Gryphon Financial Partners
Ohio
$1.18M +$5.31K +129 +0.5%
MF
153
Meridian Financial
Massachusetts
$1.15M +$14.4K +350 +1%
CWM
154
Collaborative Wealth Management
Florida
$1.14M -$23.7K -577 -2%
TNBTD
155
Trustmark National Bank Trust Department
Mississippi
$1.13M -$36.2K -880 -3%
GFS
156
GYL Financial Synergies
Connecticut
$1.11M +$19K +463 +2%
SB
157
Simmons Bank
Arkansas
$1.09M -$202K -4,900 -16%
FMN
158
Financial Management Network
California
$1.09M +$1.09M +26,133 New
OWM
159
Opes Wealth Management
California
$1.07M -$33.5K -815 -3%
HAG
160
HF Advisory Group
Maryland
$1.04M +$1.04M +25,384 New
GDP
161
Great Diamond Partners
Maine
$1.04M -$8.23K -200 -0.8%
PSF
162
Pacific Sun Financial
California
$1.01M -$55.3K -1,345 -5%
VC
163
Vicus Capital
Pennsylvania
$988K -$119K -2,898 -11%
BIA
164
Biondo Investment Advisors
Pennsylvania
$957K -$14.4K -350 -1%
BA
165
Bridge Advisory
California
$937K -$154K -3,742 -14%
KWM
166
Kaydan Wealth Management
Michigan
$937K – – –
RFA
167
Resurgent Financial Advisors
Georgia
$921K +$142K +3,442 +18%
RJT
168
Raymond James Trust
Florida
$900K +$65.4K +1,591 +8%
JWBC
169
John W. Brooker & Co
California
$896K +$288 +7 +0%
SPC
170
Sigma Planning Corp
Michigan
$894K -$14.5K -352 -2%
SFG
171
StrategIQ Financial Group
Indiana
$893K – – –
HIA
172
Harbor Investment Advisory
Maryland
$879K +$57.3K +1,393 +7%
AAS
173
Avantax Advisory Services
Texas
$870K +$190K +4,612 +28%
FFN
174
Focus Financial Network
Minnesota
$828K -$17.9K -434 -2%
BA
175
Bristlecone Advisors
Washington
$826K +$56.4K +1,370 +7%
5 6
7
8 9