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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.5M
2
TIA
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.9M
4
AWA
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
Bank of America
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.9M
5
UBS Group
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Ancora Advisors
Ohio
$464K – – –
FIM
177
Freedom Investment Management
Connecticut
$463K -$64.5K -1,854 -12%
DWMG
178
DB Wealth Management Group
California
$459K +$459K +13,195 New
FNBT
179
FineMark National Bank & Trust
Florida
$442K +$442K +12,695 New
SAM
180
SignalPoint Asset Management
Missouri
$428K -$383 -11 -0.1%
ONB
181
Old National Bancorp
Indiana
$420K – – –
VFA
182
Voya Financial Advisors
Connecticut
$419K +$62.5K +1,804 +18%
TF
183
TIAA FSB
Florida
$404K +$404K +11,610 New
CA
184
Calton & Associates
Florida
$400K +$17.1K +492 +4%
RAM
185
Redmond Asset Management
Virginia
$391K +$391K +11,229 New
MSA
186
Marino Stram & Associates
Massachusetts
$387K +$74.9K +2,149 +24%
BI
187
Berkeley Inc
Idaho
$384K +$384K +11,034 New
CSA
188
Cottage Street Advisors
Massachusetts
$382K -$90.4K -2,593 -19%
FFN
189
Focus Financial Network
Minnesota
$379K +$45.4K +1,303 +14%
CW
190
CreativeOne Wealth
Kansas
$372K +$372K +10,681 New
OIA
191
OneDigital Investment Advisors
Kansas
$356K -$43.7K -1,257 -11%
NWA
192
Navis Wealth Advisors
New York
$348K +$348K +10,000 New
AIM
193
Aspen Investment Management
Michigan
$341K – – –
NA
194
NewEdge Advisors
Louisiana
$334K -$24.6K -706 -7%
BA
195
Bridge Advisory
California
$325K +$325K +9,346 New
Cerity Partners
196
Cerity Partners
New York
$314K -$64.7K -1,859 -17%
JAG
197
Journey Advisory Group
Kentucky
$313K +$313K +9,000 New
BC
198
Barnett & Company
Tennessee
$309K – – –
IAN
199
Integrated Advisors Network
Texas
$307K +$26.4K +757 +9%
BWM
200
BCGM Wealth Management
Indiana
$304K +$304K +8,026 New
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