DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$8.27M
2
SSB
Sandy Spring Bank
Maryland
$12.6M
3
CCM
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AF
Allworth Financial
California
$5.63M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.9M
2
IWM
IHT Wealth Management
Illinois
$341K
3
TCWA
Ten Capital Wealth Advisors
Washington
$2.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.52M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
201
Asset Dedication LLC
California
$472K -$17.5K -394 -4%
BI
202
Berkeley Inc
Idaho
$470K -$19.9K -449 -4%
RAM
203
Redmond Asset Management
Virginia
$469K -$32.4K -730 -6%
MFW
204
Meristem Family Wealth
Minnesota
$469K – – –
Renaissance Technologies
205
Renaissance Technologies
New York
$462K +$66.6K +1,500 +17%
MCC
206
Money Concepts Capital
Florida
$460K +$313K +7,057 +213%
AA
207
Ancora Advisors
Ohio
$458K – – –
NWA
208
Navis Wealth Advisors
New York
$453K +$8.93K +201 +2%
Vontobel Holding
209
Vontobel Holding
Switzerland
$453K +$52K +1,171 +13%
Invesco
210
Invesco
Georgia
$452K -$58.7K -1,323 -11%
AIM
211
Aspen Investment Management
Michigan
$426K -$8.66K -195 -2%
Betterment LLC
212
Betterment LLC
New York
$416K +$195K +4,401 +89%
WAM
213
Weinberger Asset Management
California
$407K +$1.11K +25 +0.3%
5L
214
55I LLC
Massachusetts
$406K +$406K +9,131 New
Cerity Partners
215
Cerity Partners
New York
$404K +$399 +9 +0.1%
JAG
216
Journey Advisory Group
Kentucky
$400K – – –
CDIA
217
Capital Directions Investment Advisors
Georgia
$400K – – –
DAS
218
Dynamic Advisor Solutions
Arizona
$398K -$9.2K -207 -2%
IFWM
219
Institute for Wealth Management
Colorado
$398K +$10.3K +233 +3%
AT
220
American Trust
Kentucky
$383K +$383K +8,612 New
HIS
221
Harvest Investment Services
Illinois
$381K -$7.05K -159 -2%
EAM
222
Evanson Asset Management
California
$379K +$1.02K +23 +0.3%
RL
223
Retireful LLC
Michigan
$377K +$377K +8,839 New
CAI
224
Capital Advisors Inc
Oklahoma
$373K +$62.2K +1,398 +20%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$63.7K +1,433 +21%
7 8
9
10 11