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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.65M
2
KAS
Kestra Advisory Services
Texas
+$6.34M
3
Bank of America
Bank of America
North Carolina
+$4.7M
4
MSFS
Main Street Financial Solutions
Pennsylvania
+$4.28M
5
SAS
Sanford Advisory Services
Michigan
+$4.07M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$14.8M
2
HNB
Huntington National Bank
Ohio
-$14M
3
CCFM
Clear Creek Financial Management
Washington
-$4.67M
4
LPL Financial
LPL Financial
California
-$3.66M
5
IWM
IHT Wealth Management
Illinois
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Clearwater Capital Advisors
Illinois
$656K -$13.9K -370 -2%
MSA
177
Marino Stram & Associates
Massachusetts
$655K +$2.15K +57 +0.3%
PTP
178
Platform Technology Partners
New York
$650K – – –
JWCA
179
J.W. Cole Advisors
Florida
$648K +$7.76K +206 +1%
HT
180
Heritage Trust
Oklahoma
$647K -$21K -557 -3%
OIA
181
OneDigital Investment Advisors
Kansas
$637K -$122K -3,252 -16%
AAS
182
Avantax Advisory Services
Texas
$623K -$13.7K -363 -2%
OC
183
Oppenheimer & Co
New York
$577K +$14.8K +394 +3%
BRWA
184
B. Riley Wealth Advisors
Florida
$572K +$41.3K +1,096 +8%
CFG
185
Citizens Financial Group
Rhode Island
$544K – – –
CASB
186
Cape Ann Savings Bank
Massachusetts
$517K -$7.53K -200 -1%
SBL
187
Sargent Bickham Lagudis
Colorado
$515K +$979 +26 +0.2%
EFS
188
Essex Financial Services
Connecticut
$513K -$8.06K -214 -2%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$507K +$26.1K +692 +5%
RA
190
RFG Advisory
Alabama
$503K -$3.44K -82 -0.7%
GIA
191
Gladstone Institutional Advisory
Florida
$498K +$95.7K +2,541 +24%
APA
192
American Portfolios Advisors
New York
$496K -$18.1K -480 -4%
E
193
ETFidea
New York
$492K -$8.4K -223 -2%
SFG
194
Sowa Financial Group
Rhode Island
$491K +$979 +26 +0.2%
KFI
195
Key Financial Inc
Pennsylvania
$480K -$39.9K -1,059 -8%
FAIM
196
Financial Advocates Investment Management
Washington
$479K -$20.6K -632 -4%
SS
197
Sunbelt Securities
Texas
$473K +$301 +8 +0.1%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$56.1K +1,491 +14%
WA
199
Wambolt & Associates
Colorado
$452K -$6.18K -164 -1%
Betterment LLC
200
Betterment LLC
New York
$449K – – –
6 7
8
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