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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$70M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.6M
3
MWM
Modera Wealth Management
New Jersey
$5.86M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$17.3M
5
RWA
Rooted Wealth Advisors
Illinois
$3.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.4M
2
LW
Linscomb Wealth
Texas
$88.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.06M
4
Citadel Advisors
Citadel Advisors
Florida
$941K
5
RJA
Raymond James & Associates
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
151
Pacific Sun Financial
California
$998K +$998K +24,342 New
CWM
152
Collaborative Wealth Management
Florida
$977K -$21K -499 -2%
BIA
153
Biondo Investment Advisors
Pennsylvania
$969K +$18.1K +430 +2%
HIA
154
Harbor Investment Advisory
Maryland
$959K +$81.5K +1,939 +9%
VC
155
Vicus Capital
Pennsylvania
$958K -$35.1K -835 -4%
EWA
156
Exencial Wealth Advisors
Oklahoma
$957K +$957K +22,769 New
RFA
157
Resurgent Financial Advisors
Georgia
$942K -$10.2K -243 -1%
Citadel Advisors
158
Citadel Advisors
Florida
$941K -$4.35M -103,524 -82%
MA
159
Montag & Associates
Georgia
$932K +$841 +20 +0.1%
Lido Advisors
160
Lido Advisors
California
$930K +$198K +4,709 +27%
KWM
161
Kaydan Wealth Management
Michigan
$922K +$2.1K +50 +0.2%
JWBC
162
John W. Brooker & Co
California
$915K -$378 -9 -0%
SPIA
163
Steward Partners Investment Advisory
New York
$913K -$1.47M -35,073 -62%
BA
164
Bristlecone Advisors
Washington
$911K +$51.1K +1,216 +6%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$902K -$186K -4,414 -17%
SFG
166
StrategIQ Financial Group
Indiana
$896K -$2.1K -50 -0.2%
FFN
167
Focus Financial Network
Minnesota
$894K +$18.1K +430 +2%
BA
168
Bridge Advisory
California
$888K -$38.2K -908 -4%
CA
169
Cetera Advisors
Colorado
$873K +$17.2K +408 +2%
NC
170
NewSquare Capital
Pennsylvania
$845K +$29.7K +706 +4%
AF
171
Allworth Financial
California
$844K -$2.55M -60,580 -75%
IWM
172
IHT Wealth Management
Illinois
$831K -$4.33K -103 -0.5%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$829K +$370K +8,791 +80%
LSAG
174
Lake Street Advisors Group
New Hampshire
$820K +$820K +19,500 New
HI
175
Harbour Investments
Wisconsin
$804K +$48.2K +1,146 +6%
5 6
7
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