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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.5M
2
TIA
Traphagen Investment Advisors
New Jersey
$12.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.9M
4
AWA
Arkadios Wealth Advisors
Georgia
$4.07M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.5M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
$7.47M
2
HNB
Huntington National Bank
Ohio
$12.7M
3
Bank of America
Bank of America
North Carolina
$96.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.9M
5
UBS Group
UBS Group
Switzerland
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$303K -$32.4K -930 -10%
GIA
202
Gladstone Institutional Advisory
Florida
$301K -$17.3K -498 -5%
IA
203
IFG Advisory
Georgia
$298K -$14.3K -410 -5%
NWS
204
Newport Wealth Strategies
California
$294K – – –
RIA
205
Regal Investment Advisors
Michigan
$291K +$291K +8,374 New
EAM
206
Evanson Asset Management
California
$290K +$2.96K +85 +1%
RFC
207
Regions Financial Corp
Alabama
$290K +$290K +8,333 New
VSWA
208
Vontobel Swiss Wealth Advisors
Switzerland
$285K +$285K +8,192 New
IFWM
209
Institute for Wealth Management
Colorado
$284K -$52.3K -1,502 -16%
DWT
210
Dorsey & Whitney Trust
South Dakota
$278K – – –
ADL
211
Asset Dedication LLC
California
$274K – – –
RA
212
Rodgers & Associates
Pennsylvania
$272K +$272K +7,815 New
SDH
213
Sloy Dahl & Holst
Washington
$262K +$262K +6,865 New
GVAG
214
Great Valley Advisor Group
Delaware
$260K -$18.4K -528 -7%
FFG
215
Fortem Financial Group
California
$260K – – –
HIA
216
Harbor Investment Advisory
Maryland
$252K +$3.48K +100 +1%
BPA
217
Beacon Pointe Advisors
California
$248K -$31.3K -899 -11%
AAS
218
Avantax Advisory Services
Texas
$244K -$981K -28,522 -80%
CAI
219
Capital Advisors Inc
Oklahoma
$243K – – –
MA
220
Montag & Associates
Georgia
$243K +$243K +6,992 New
PCS
221
Personal CFO Solutions
New Jersey
$240K -$70.1K -2,017 -23%
FHC
222
First Heartland Consultants
Missouri
$233K -$47.1K -1,353 -17%
MA
223
MONECO Advisors
Connecticut
$231K -$609K -16,720 -72%
TCBWMS
224
Texas Capital Bank Wealth Management Services
Texas
$228K -$81.6K -2,347 -26%
MCWS
225
McKinley Carter Wealth Services
West Virginia
$228K +$228K +6,548 New
7 8
9
10 11