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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
201
Dorsey & Whitney Trust
South Dakota
$336K – – –
DWMG
202
DB Wealth Management Group
California
$336K +$209 +5 +0.1%
BWM
203
BCGM Wealth Management
Indiana
$329K +$3.39K +81 +1%
NC
204
NewSquare Capital
Pennsylvania
$329K +$31.6K +755 +11%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$325K +$111K +2,633 +52%
IWM
206
IHT Wealth Management
Illinois
$321K -$14.8K -354 -4%
MSAM
207
Moloney Securities Asset Management
Missouri
$315K – – –
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$36.8K -877 -11%
NA
209
NewEdge Advisors
Louisiana
$310K -$16.8K -400 -5%
MA
210
Montag & Associates
Georgia
$305K +$461 +11 +0.2%
RA
211
Rodgers & Associates
Pennsylvania
$294K -$34.2K -815 -10%
CAI
212
Capital Advisors Inc
Oklahoma
$293K – – –
Citadel Advisors
213
Citadel Advisors
Florida
$288K -$4.86M -115,576 -94%
TRCT
214
Tower Research Capital (TRC)
New York
$284K -$218K -5,188 -43%
MAFM
215
Mid Atlantic Financial Management
Pennsylvania
$283K +$35.5K +846 +14%
1IA
216
1834 Investment Advisors
Wisconsin
$278K -$6.8K -162 -2%
FFA
217
Fragasso Financial Advisors
Pennsylvania
$276K +$27.4K +654 +11%
TCBWMS
218
Texas Capital Bank Wealth Management Services
Texas
$275K – – –
BA
219
Bristlecone Advisors
Washington
$271K +$271K +6,466 New
MIM
220
MTM Investment Management
South Carolina
$269K – – –
GSEP
221
Golden State Equity Partners
California
$268K +$268K +6,377 New
PCS
222
Personal CFO Solutions
New Jersey
$267K -$22.2K -529 -8%
OC
223
Oakworth Capital
Alabama
$265K – – –
EFS
224
Essex Financial Services
Connecticut
$260K +$260K +6,200 New
CAWM
225
Capital Advisors Wealth Management
Washington
$254K -$30.5K -727 -11%
7 8
9
10 11