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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
201
DB Wealth Management Group
California
$328K -$4.1K -99 -1%
IWM
202
IHT Wealth Management
Illinois
$327K +$9.62K +232 +3%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$326K +$79.1K +1,909 +32%
MSAM
204
Moloney Securities Asset Management
Missouri
$311K – – –
MA
205
Montag & Associates
Georgia
$302K +$456 +11 +0.2%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$299K +$99.1K +2,387 +50%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$291K -$16K -387 -5%
RA
208
Rodgers & Associates
Pennsylvania
$290K – – –
CAI
209
Capital Advisors Inc
Oklahoma
$290K – – –
TWM
210
Titus Wealth Management
California
$290K +$290K +7,084 New
1IA
211
1834 Investment Advisors
Wisconsin
$285K +$10.4K +250 +4%
GSEP
212
Golden State Equity Partners
California
$282K +$17.2K +414 +6%
FFA
213
Fragasso Financial Advisors
Pennsylvania
$281K +$7.68K +185 +3%
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$279K +$207 +5 +0.1%
TC
215
TownSquare Capital
Utah
$279K +$31.1K +750 +13%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$268K +$268K +6,464 New
MIM
217
MTM Investment Management
South Carolina
$266K – – –
PCS
218
Personal CFO Solutions
New Jersey
$264K – – –
OC
219
Oakworth Capital
Alabama
$262K – – –
EFS
220
Essex Financial Services
Connecticut
$257K – – –
CA
221
Calton & Associates
Florida
$254K -$150K -3,636 -37%
BFG
222
Berger Financial Group
Minnesota
$253K +$8.28K +200 +3%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$248K -$72.4K -1,749 -23%
CAWM
224
Capital Advisors Wealth Management
Washington
$248K -$3.16K -76 -1%
FIM
225
Fernwood Investment Management
Massachusetts
$246K +$83 +2 +0%
7 8
9
10 11