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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
Gladstone Institutional Advisory
Florida
$464K +$90.1K +2,368 +24%
WCM
202
Wisconsin Capital Management
Wisconsin
$458K +$458K +12,043 New
NEIRG
203
New England Investment & Retirement Group
Massachusetts
$446K +$228 +6 +0.1%
ONST
204
Old North State Trust
North Carolina
$436K -$62K -1,632 -12%
WWM
205
Western Wealth Management
Colorado
$436K +$11.5K +301 +3%
SPA
206
Sentinel Pension Advisors
Massachusetts
$424K +$424K +11,144 New
SAM
207
SignalPoint Asset Management
Missouri
$415K -$10.3K -271 -2%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$403K +$44K +1,165 +12%
CA
209
Calton & Associates
Florida
$397K +$14.2K +373 +4%
PA
210
PFG Advisors
Arizona
$392K -$9.98K -264 -2%
LFAS
211
Level Four Advisory Services
Texas
$392K +$6.26K +164 +2%
1IA
212
1834 Investment Advisors
Wisconsin
$374K -$2.25K -59 -0.6%
GRP
213
Global Retirement Partners
California
$368K -$38K -1,000 -9%
CCP
214
Corient Capital Partners
California
$367K – – –
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$366K +$2.28K +60 +0.6%
CTC
216
Central Trust Company
Missouri
$358K -$1.9K -50 -0.5%
TWM
217
Titus Wealth Management
California
$355K -$29.8K -783 -8%
BC
218
Barnett & Company
Tennessee
$339K – – –
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$329K +$76.4K +2,009 +30%
FFN
220
Focus Financial Network
Minnesota
$329K +$8.75K +230 +3%
BSW
221
Buckingham Strategic Wealth
Missouri
$328K +$2.36K +62 +0.7%
IRC
222
Investors Research Corp
Georgia
$321K +$112K +2,940 +54%
OC
223
Oakworth Capital
Alabama
$314K – – –
BHB
224
Bank Hapoalim BM
Israel
$308K -$39.4K -1,035 -11%
EAM
225
Evanson Asset Management
California
$307K +$2.36K +62 +0.8%
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