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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
176
Integrated Advisors Network
Texas
$473K +$210 +5 +0%
GWM
177
Geneos Wealth Management
Colorado
$471K -$2.45K -58 -0.5%
IA
178
Insight Advisors
Pennsylvania
$467K +$235K +5,650 +101%
BI
179
Berkeley Inc
Idaho
$465K +$84 +2 +0%
MFW
180
Meristem Family Wealth
Minnesota
$443K +$443K +10,563 New
AA
181
Ancora Advisors
Ohio
$433K – – –
HIA
182
Harbor Investment Advisory
Maryland
$428K +$124K +2,952 +41%
NWA
183
Navis Wealth Advisors
New York
$420K – – –
OIA
184
OneDigital Investment Advisors
Kansas
$417K +$18.7K +446 +5%
CA
185
Calton & Associates
Florida
$410K -$70.9K -1,691 -15%
AIM
186
Aspen Investment Management
Michigan
$410K – – –
SWM
187
Spire Wealth Management
Virginia
$404K -$724K -17,251 -64%
ADL
188
Asset Dedication LLC
California
$392K – – –
BA
189
Bridge Advisory
California
$389K -$3.53K -84 -0.9%
GIA
190
Gladstone Institutional Advisory
Florida
$382K +$30.8K +734 +9%
Cerity Partners
191
Cerity Partners
New York
$380K +$840 +20 +0.2%
JAG
192
Journey Advisory Group
Kentucky
$378K – – –
HIP
193
HUB Investment Partners
Texas
$373K -$2.81K -67 -0.7%
IA
194
IFG Advisory
Georgia
$364K – – –
NWS
195
Newport Wealth Strategies
California
$361K -$66.3K -1,578 -16%
EAM
196
Evanson Asset Management
California
$352K +$2.05K +49 +0.6%
CSA
197
Cottage Street Advisors
Massachusetts
$347K -$113K -2,696 -25%
VSWA
198
Vontobel Swiss Wealth Advisors
Switzerland
$346K +$29.2K +734 +9%
IFWM
199
Institute for Wealth Management
Colorado
$342K – – –
CW
200
CreativeOne Wealth
Kansas
$339K -$79.8K -1,900 -19%
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8
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