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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $1.73B invested in WisdomTree US MidCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
134
Reduced
142
Closed
27
Calls
$963K
Puts
$3K
Net Calls
+$960K
Net Calls Change
+$1.08M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$70M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.6M
3
MWM
Modera Wealth Management
New Jersey
$5.86M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$17.3M
5
RWA
Rooted Wealth Advisors
Illinois
$3.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.4M
2
LW
Linscomb Wealth
Texas
$88.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.06M
4
Citadel Advisors
Citadel Advisors
Florida
$941K
5
RJA
Raymond James & Associates
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$802K +$64.1K +1,524 +9%
MLA
177
My Legacy Advisors
Oregon
$800K +$8.18K +189 +1%
GIA
178
Gladstone Institutional Advisory
Florida
$794K -$84.9K -2,020 -10%
TCWA
179
Ten Capital Wealth Advisors
Washington
$776K +$50.8K +1,209 +7%
OWA
180
Octavia Wealth Advisors
Ohio
$753K +$3.32K +79 +0.4%
PTP
181
Platform Technology Partners
New York
$741K +$3.93K +92 +0.5%
MSA
182
Marino Stram & Associates
Massachusetts
$727K +$1.05K +25 +0.1%
JWCA
183
J.W. Cole Advisors
Florida
$723K +$4.33K +103 +0.6%
RJT
184
Raymond James Trust
Florida
$720K -$200K -4,766 -22%
AAS
185
Avantax Advisory Services
Texas
$710K -$308K -7,332 -30%
BRWA
186
B. Riley Wealth Advisors
Florida
$683K -$64.9K -1,544 -9%
BFW
187
Brady Family Wealth
Missouri
$676K +$3.91K +93 +0.6%
OC
188
Oppenheimer & Co
New York
$667K -$2.15K -51 -0.3%
MMA
189
Miracle Mile Advisors
California
$654K +$343K +8,167 +110%
BCI
190
Brinker Capital Investments
Pennsylvania
$654K +$99.1K +2,356 +18%
OPS
191
Orion Portfolio Solutions
Nebraska
$654K +$99.1K +2,356 +18%
AGA
192
Arkos Global Advisors
Texas
$653K -$3.23M -76,885 -83%
Citigroup
193
Citigroup
New York
$628K +$17.1K +407 +3%
PT
194
Plimoth Trust
Massachusetts
$620K +$20.8K +495 +3%
SC
195
SouthState Corp
Florida
$615K -$5.26K -125 -0.8%
NA
196
NewEdge Advisors
Louisiana
$599K -$1.63M -38,827 -73%
WI
197
Wintrust Investments
Illinois
$586K +$586K +13,934 New
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$568K -$36.4K -866 -6%
HT
199
Heritage Trust
Oklahoma
$567K -$2.94K -70 -0.5%
SFWC
200
Strategic Family Wealth Counselors
New Jersey
$546K +$6.22K +148 +1%
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8
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