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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$30.6M
2
LW
Linscomb Wealth
Texas
$67.4M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$16.1M
4
AWM
AE Wealth Management
Kansas
$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
$6.05M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$50.5M
2
Bank of America
Bank of America
North Carolina
$105M
3
UBS Group
UBS Group
Switzerland
$57.4M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.08M
5
HNB
Huntington National Bank
Ohio
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$354K +$13.4K +472 +4%
NA
177
NewEdge Advisors
Louisiana
$349K -$743K -26,269 -68%
SAM
178
SignalPoint Asset Management
Missouri
$349K -$12.1K -428 -3%
LNC
179
Lincoln National Corp
Pennsylvania
$340K -$141K -4,967 -29%
Citadel Advisors
180
Citadel Advisors
Florida
$339K -$1.48M -52,116 -81%
AAS
181
Avantax Advisory Services
Texas
$337K -$140K -4,943 -29%
VFA
182
Voya Financial Advisors
Connecticut
$328K -$181K -6,469 -36%
CA
183
Calton & Associates
Florida
$328K -$9.88K -349 -3%
MOS
184
MGO One Seven
Ohio
$326K +$21.9K +772 +7%
LWS
185
Lucia Wealth Services
California
$323K – – –
Cerity Partners
186
Cerity Partners
New York
$307K +$1.5K +53 +0.5%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$306K -$306K – –
MMA
188
Miracle Mile Advisors
California
$294K +$2.27K +80 +0.8%
NWS
189
Newport Wealth Strategies
California
$288K -$261K -9,204 -47%
GVAG
190
Great Valley Advisor Group
Delaware
$282K +$282K +9,939 New
PMG
191
ProVise Management Group
Florida
$280K -$6.62M -233,725 -96%
AIM
192
Aspen Investment Management
Michigan
$277K – – –
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$273K +$22.3K +787 +9%
IA
194
IFG Advisory
Georgia
$271K +$21.1K +746 +8%
FFN
195
Focus Financial Network
Minnesota
$271K +$24.4K +861 +10%
TCBWMS
196
Texas Capital Bank Wealth Management Services
Texas
$252K -$156K -5,517 -38%
BC
197
Barnett & Company
Tennessee
$252K – – –
AWM
198
Aprio Wealth Management
Georgia
$252K +$252K +8,879 New
UWM
199
USAdvisors Wealth Management
Minnesota
$248K +$248K +8,749 New
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$243K -$52.5K -1,862 -18%
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8
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