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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$453K -$16.2K -386 -3%
MFW
177
Meristem Family Wealth
Minnesota
$438K – – –
AA
178
Ancora Advisors
Ohio
$427K – – –
Vontobel Holding
179
Vontobel Holding
Switzerland
$420K +$420K +10,130 New
ADL
180
Asset Dedication LLC
California
$417K +$30.4K +734 +8%
NWA
181
Navis Wealth Advisors
New York
$415K – – –
AIM
182
Aspen Investment Management
Michigan
$406K – – –
HIA
183
Harbor Investment Advisory
Maryland
$405K -$18.3K -440 -4%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$397K -$591K -14,268 -60%
BA
185
Bridge Advisory
California
$384K +$41 +1 +0%
Cerity Partners
186
Cerity Partners
New York
$376K +$829 +20 +0.2%
JAG
187
Journey Advisory Group
Kentucky
$373K – – –
HIP
188
HUB Investment Partners
Texas
$369K – – –
IFWM
189
Institute for Wealth Management
Colorado
$363K +$25.1K +605 +7%
SWM
190
Spire Wealth Management
Virginia
$360K -$39.2K -944 -10%
IA
191
IFG Advisory
Georgia
$360K – – –
GIA
192
Gladstone Institutional Advisory
Florida
$356K -$21.5K -520 -6%
NWS
193
Newport Wealth Strategies
California
$356K – – –
NC
194
NewSquare Capital
Pennsylvania
$356K +$30.9K +745 +9%
FNBT
195
FineMark National Bank & Trust
Florida
$353K -$173K -4,170 -33%
EAM
196
Evanson Asset Management
California
$353K +$2.17K +52 +0.6%
BWM
197
BCGM Wealth Management
Indiana
$351K +$10.9K +252 +3%
ONB
198
Old National Bancorp
Indiana
$345K -$155K -3,734 -31%
CSA
199
Cottage Street Advisors
Massachusetts
$343K +$166 +4 +0%
DWT
200
Dorsey & Whitney Trust
South Dakota
$332K – – –
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