DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
151
GYL Financial Synergies
Connecticut
$1.11M – – –
OWM
152
Opes Wealth Management
California
$1.08M +$9.22K +225 +0.9%
TNBTD
153
Trustmark National Bank Trust Department
Mississippi
$1.06M -$62K -1,514 -6%
SB
154
Simmons Bank
Arkansas
$1.04M -$42K -1,025 -4%
HAG
155
HF Advisory Group
Maryland
$1.04M -$1.93K -47 -0.2%
GDP
156
Great Diamond Partners
Maine
$1.02M -$9.88K -241 -1%
AAS
157
Avantax Advisory Services
Texas
$993K +$126K +3,067 +14%
CWM
158
Collaborative Wealth Management
Florida
$972K -$167K -4,077 -15%
IA
159
IFP Advisors
Florida
$969K -$307K -3,748 -24%
VC
160
Vicus Capital
Pennsylvania
$968K -$15.7K -382 -2%
RFA
161
Resurgent Financial Advisors
Georgia
$928K +$10.7K +261 +1%
BIA
162
Biondo Investment Advisors
Pennsylvania
$927K -$26.2K -640 -3%
MA
163
Montag & Associates
Georgia
$908K +$470K +11,460 +107%
BA
164
Bridge Advisory
California
$903K -$30.9K -753 -3%
RJT
165
Raymond James Trust
Florida
$897K +$614 +15 +0.1%
KWM
166
Kaydan Wealth Management
Michigan
$897K -$36.2K -883 -4%
JWBC
167
John W. Brooker & Co
California
$894K +$164 +4 +0%
WP
168
WealthShield Partners
North Carolina
$882K +$882K +21,522 New
SFG
169
StrategIQ Financial Group
Indiana
$875K -$14.3K -350 -2%
SPC
170
Sigma Planning Corp
Michigan
$868K -$23K -560 -3%
GIA
171
Gladstone Institutional Advisory
Florida
$856K +$214K +5,212 +33%
HIA
172
Harbor Investment Advisory
Maryland
$855K -$20.5K -500 -2%
FFN
173
Focus Financial Network
Minnesota
$854K +$29K +707 +4%
BA
174
Bristlecone Advisors
Washington
$838K +$15.6K +380 +2%
CA
175
Cetera Advisors
Colorado
$834K -$1.06M -25,786 -56%
5 6
7
8 9