DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
CI
CX Institutional
Indiana
$7.82M
2
TRCT
Tower Research Capital (TRC)
New York
$3.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.87M
4
Goldman Sachs
Goldman Sachs
New York
$2.21M
5
BFG
Beacon Financial Group
Texas
$8.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$89.3M
2
HNB
Huntington National Bank
Ohio
$16.1M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
IWA
Inspirion Wealth Advisors
Illinois
$3.95M
5
SWM
SVA Wealth Management
Wisconsin
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWS
176
Lucia Wealth Services
California
$330K – – –
CA
177
Calton & Associates
Florida
$318K -$16.9K -585 -5%
Cerity Partners
178
Cerity Partners
New York
$315K +$1.16K +40 +0.4%
PAM
179
Premier Asset Management
Illinois
$311K +$311K +10,740 New
NA
180
NewEdge Advisors
Louisiana
$298K -$59.1K -2,042 -17%
VFA
181
Voya Financial Advisors
Connecticut
$296K -$41.4K -1,437 -12%
NWS
182
Newport Wealth Strategies
California
$296K – – –
JWCA
183
J.W. Cole Advisors
Florida
$289K -$859K -29,664 -75%
AIM
184
Aspen Investment Management
Michigan
$283K – – –
IFWM
185
Institute for Wealth Management
Colorado
$279K -$398K -13,767 -59%
FFN
186
Focus Financial Network
Minnesota
$277K +$492 +17 +0.2%
GIA
187
Gladstone Institutional Advisory
Florida
$264K +$18K +625 +7%
MSA
188
Marino Stram & Associates
Massachusetts
$259K -$168K -5,821 -39%
IA
189
IFG Advisory
Georgia
$259K -$17.3K -600 -6%
BC
190
Barnett & Company
Tennessee
$258K – – –
TCBWMS
191
Texas Capital Bank Wealth Management Services
Texas
$258K – – –
AWM
192
Aprio Wealth Management
Georgia
$254K -$3.19K -110 -1%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$249K +$249K +8,620 New
EAM
194
Evanson Asset Management
California
$238K +$1.42K +49 +0.6%
ONST
195
Old North State Trust
North Carolina
$235K +$29 +1 +0%
FHC
196
First Heartland Consultants
Missouri
$233K -$150K -5,177 -39%
IAN
197
Integrated Advisors Network
Texas
$233K -$8.35K -289 -3%
BPA
198
Beacon Pointe Advisors
California
$232K +$376 +13 +0.2%
DWT
199
Dorsey & Whitney Trust
South Dakota
$231K -$241K -8,355 -51%
GVAG
200
Great Valley Advisor Group
Delaware
$231K -$56.4K -1,951 -20%
6 7
8
9 10