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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$43.2M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.7M
5
OMC
5
Old Mission Capital
Illinois
$2.97M

Top Sellers

1
CWP
1
Concord Wealth Partners
Virginia
$18.4M
2
CFG
2
CMC Financial Group
Georgia
$0
3
SW
3
Signify Wealth
Missouri
$0
4
HNB
4
Huntington National Bank
Ohio
$13.4M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
201
Dorsey & Whitney Trust
South Dakota
$323K – – –
VSWA
202
Vontobel Swiss Wealth Advisors
Switzerland
$322K -$9.14K -226 -3%
BWM
203
BCGM Wealth Management
Indiana
$321K -$10K -243 -3%
RA
204
Rodgers & Associates
Pennsylvania
$316K – – –
NA
205
NewEdge Advisors
Louisiana
$315K -$72.7K -1,798 -19%
MSAM
206
Moloney Securities Asset Management
Missouri
$303K +$303K +7,505 New
BPA
207
Beacon Pointe Advisors
California
$300K +$11.5K +284 +4%
MA
208
Montag & Associates
Georgia
$294K +$11.2K +278 +4%
HIA
209
Harbor Investment Advisory
Maryland
$293K – – –
NC
210
NewSquare Capital
Pennsylvania
$287K +$34K +840 +13%
CAI
211
Capital Advisors Inc
Oklahoma
$283K – – –
PCS
212
Personal CFO Solutions
New Jersey
$279K – – –
1IA
213
1834 Investment Advisors
Wisconsin
$274K +$12.5K +309 +5%
CAWM
214
Capital Advisors Wealth Management
Washington
$274K +$274K +6,775 New
TCBWMS
215
Texas Capital Bank Wealth Management Services
Texas
$265K – – –
MCWS
216
McKinley Carter Wealth Services
West Virginia
$265K +$485 +12 +0.2%
MIM
217
MTM Investment Management
South Carolina
$260K – – –
OC
218
Oakworth Capital
Alabama
$255K – – –
PG
219
Patten Group
Tennessee
$253K -$12.2K -301 -5%
MHS
220
M Holdings Securities
Oregon
$253K +$253K +6,263 New
TC
221
TownSquare Capital
Utah
$242K – – –
FFA
222
Fragasso Financial Advisors
Pennsylvania
$240K +$240K +5,929 New
BFG
223
Berger Financial Group
Minnesota
$239K -$1.33M -32,887 -85%
FIM
224
Fernwood Investment Management
Massachusetts
$238K +$40 +1 +0%
MAFM
225
Mid Atlantic Financial Management
Pennsylvania
$238K +$238K +5,891 New
7 8
9
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