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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
176
Cape Ann Savings Bank
Massachusetts
$678K -$26.5K -598 -4%
BRWA
177
B. Riley Wealth Advisors
Florida
$653K -$471K -10,594 -42%
T
178
TCWP
Ohio
$650K -$558K -12,578 -46%
T
179
TNF
Montana
$650K -$4.32K -99 -0.7%
CFG
180
Citizens Financial Group
Rhode Island
$642K – – –
OC
181
Oppenheimer & Co
New York
$628K -$30.8K -693 -5%
APA
182
American Portfolios Advisors
New York
$616K -$25.2K -567 -4%
EFS
183
Essex Financial Services
Connecticut
$614K +$339K +7,629 +123%
KFI
184
Key Financial Inc
Pennsylvania
$613K – – –
E
185
ETFidea
New York
$613K +$44 +1 +0%
SBL
186
Sargent Bickham Lagudis
Colorado
$602K – – –
SWP
187
Stratos Wealth Partners
Ohio
$596K -$243K -5,470 -29%
WA
188
Wambolt & Associates
Colorado
$587K +$15.2K +340 +3%
PPA
189
Parametric Portfolio Associates
Washington
$580K +$580K +13,059 New
SS
190
Sunbelt Securities
Texas
$576K -$223K -4,962 -28%
HIA
191
Harbor Investment Advisory
Maryland
$575K +$24.3K +546 +4%
NA
192
NewEdge Advisors
Louisiana
$571K +$2.04K +46 +0.4%
HFA
193
HC Financial Advisors
California
$569K +$40K +902 +8%
RA
194
RFG Advisory
Alabama
$552K -$40.7K -917 -7%
SFG
195
Sowa Financial Group
Rhode Island
$549K +$488 +11 +0.1%
AT
196
Arden Trust
Delaware
$537K – – –
GIA
197
Gladstone Institutional Advisory
Florida
$535K +$72K +1,619 +16%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$516K -$2.22K -49 -0.4%
FHA
199
Flagship Harbor Advisors
Massachusetts
$511K -$20.8K -469 -4%
IAN
200
Integrated Advisors Network
Texas
$509K +$7.86K +177 +2%
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8
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