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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
176
IHT Wealth Management
Illinois
$814K +$182K +4,431 +29%
NC
177
NewSquare Capital
Pennsylvania
$795K +$31.6K +770 +4%
Jane Street
178
Jane Street
New York
$775K +$775K +18,910 New
FAIM
179
Financial Advocates Investment Management
Washington
$762K +$70.3K +1,715 +10%
MLA
180
My Legacy Advisors
Oregon
$743K +$42.3K +1,040 +6%
HI
181
Harbour Investments
Wisconsin
$736K +$190K +4,635 +35%
OWA
182
Octavia Wealth Advisors
Ohio
$731K -$2.01K -49 -0.3%
BRWA
183
B. Riley Wealth Advisors
Florida
$729K +$51.8K +1,265 +8%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$720K +$219K +5,350 +44%
Lido Advisors
185
Lido Advisors
California
$714K +$714K +17,418 New
MSA
186
Marino Stram & Associates
Massachusetts
$708K +$779 +19 +0.1%
TCWA
187
Ten Capital Wealth Advisors
Washington
$708K -$1.62M -39,586 -70%
PTP
188
Platform Technology Partners
New York
$707K – – –
JWCA
189
J.W. Cole Advisors
Florida
$700K -$17.3K -422 -2%
CCA
190
Clearwater Capital Advisors
Illinois
$692K -$21.2K -518 -3%
BFW
191
Brady Family Wealth
Missouri
$655K +$2.91K +71 +0.4%
OC
192
Oppenheimer & Co
New York
$653K -$51K -1,244 -7%
Goldman Sachs
193
Goldman Sachs
New York
$650K -$2.07M -50,422 -76%
FHA
194
Flagship Harbor Advisors
Massachusetts
$649K +$73.9K +1,803 +13%
SC
195
SouthState Corp
Florida
$604K -$45.1K -1,100 -7%
Citigroup
196
Citigroup
New York
$596K +$176K +4,289 +42%
CFG
197
Citizens Financial Group
Rhode Island
$592K -$615 -15 -0.1%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$589K -$15.6K -381 -3%
PT
199
Plimoth Trust
Massachusetts
$584K -$184K -4,500 -24%
FLPIM
200
F.L. Putnam Investment Management
Massachusetts
$558K -$7.95K -194 -1%
6 7
8
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