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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
176
Lake Street Advisors Group
New Hampshire
$802K – – –
TIA
177
Traphagen Investment Advisors
New Jersey
$790K -$214K -5,210 -21%
MLA
178
My Legacy Advisors
Oregon
$778K -$66.5K -1,474 -8%
PT
179
Plimoth Trust
Massachusetts
$771K +$10.8K +262 +1%
NC
180
NewSquare Capital
Pennsylvania
$766K +$21.4K +520 +3%
OWA
181
Octavia Wealth Advisors
Ohio
$736K -$36.8K -894 -5%
JWCA
182
J.W. Cole Advisors
Florida
$720K +$12.3K +299 +2%
CCA
183
Clearwater Capital Advisors
Illinois
$716K – – –
PTP
184
Platform Technology Partners
New York
$710K – – –
MSA
185
Marino Stram & Associates
Massachusetts
$710K -$5.8K -141 -0.8%
HT
186
Heritage Trust
Oklahoma
$708K – – –
OC
187
Oppenheimer & Co
New York
$706K +$76.3K +1,855 +12%
FAIM
188
Financial Advocates Investment Management
Washington
$694K +$88.5K +2,151 +15%
BRWA
189
B. Riley Wealth Advisors
Florida
$680K +$55.6K +1,351 +9%
BFW
190
Brady Family Wealth
Missouri
$655K +$655K +15,915 New
WI
191
Wintrust Investments
Illinois
$653K +$218K +5,291 +50%
SC
192
SouthState Corp
Florida
$652K -$245K -5,947 -27%
GIA
193
Gladstone Institutional Advisory
Florida
$645K +$101K +2,460 +19%
IWM
194
IHT Wealth Management
Illinois
$635K +$244K +5,932 +62%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$607K +$102K +2,484 +20%
CFG
196
Citizens Financial Group
Rhode Island
$595K – – –
FHA
197
Flagship Harbor Advisors
Massachusetts
$577K +$131K +3,185 +29%
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$568K -$160K -3,895 -22%
CASB
199
Cape Ann Savings Bank
Massachusetts
$565K – – –
WWM
200
Western Wealth Management
Colorado
$556K -$387K -9,403 -41%
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8
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