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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$725K +$427K +11,216 +143%
BRWA
177
B. Riley Wealth Advisors
Florida
$722K +$36K +945 +5%
TCB
178
Texas Capital Bancshares
Texas
$705K – – –
CFD
179
Creative Financial Designs
Indiana
$701K -$96.5K -2,550 -12%
SFG
180
Sowa Financial Group
Rhode Island
$687K +$687K +18,061 New
SC
181
SouthState Corp
Florida
$675K – – –
LNC
182
Lincoln National Corp
Pennsylvania
$665K +$10.3K +272 +2%
WA
183
Wambolt & Associates
Colorado
$663K +$570 +15 +0.1%
MC
184
Moors & Cabot
Massachusetts
$653K -$26.7K -702 -4%
CFA
185
Cahill Financial Advisors
Minnesota
$638K +$390K +10,263 +158%
VWM
186
Vigilare Wealth Management
Arizona
$632K +$632K +16,989 New
DWT
187
Dorsey & Whitney Trust
South Dakota
$622K – – –
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$177K +4,669 +42%
PG
189
Patten Group
Tennessee
$593K +$3.23K +85 +0.5%
MGIA
190
Moneta Group Investment Advisors
Missouri
$591K +$114 +3 +0%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$589K -$377K – –
BZWA
192
Blue Zone Wealth Advisors
California
$588K +$588K +15,463 New
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$580K +$36.7K +963 +7%
SFS
194
Sowell Financial Services
Arkansas
$577K -$43.1K -1,134 -7%
Cerity Partners
195
Cerity Partners
New York
$573K +$573K +15,071 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$562K +$562K +14,816 New
KFI
197
Key Financial Inc
Pennsylvania
$561K +$561K +14,748 New
PWMAG
198
Pinnacle Wealth Management Advisory Group
New Jersey
$542K +$5.59K +147 +1%
MOS
199
MGO One Seven
Ohio
$510K +$27.7K +728 +6%
LWS
200
Lucia Wealth Services
California
$479K +$38K +1,000 +9%
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