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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-15
Holders Change %
-4.23%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
20
Increased
134
Reduced
131
Closed
28
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.65M
2
KAS
Kestra Advisory Services
Texas
+$6.34M
3
Bank of America
Bank of America
North Carolina
+$4.7M
4
MSFS
Main Street Financial Solutions
Pennsylvania
+$4.28M
5
SAS
Sanford Advisory Services
Michigan
+$4.07M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$14.8M
2
HNB
Huntington National Bank
Ohio
-$14M
3
CCFM
Clear Creek Financial Management
Washington
-$4.67M
4
LPL Financial
LPL Financial
California
-$3.66M
5
IWM
IHT Wealth Management
Illinois
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
201
Renaissance Technologies
New York
$448K +$448K +11,900 New
BCM
202
Barometer Capital Management
Ontario, Canada
$440K +$440K +11,700 New
MFG
203
Merit Financial Group
Georgia
$436K +$436K +11,565 New
IAN
204
Integrated Advisors Network
Texas
$432K +$226 +6 +0.1%
HWM
205
HB Wealth Management
Georgia
$414K +$414K +10,995 New
FHA
206
Flagship Harbor Advisors
Massachusetts
$408K -$19.5K -518 -5%
RAM
207
Redmond Asset Management
Virginia
$403K +$376 +10 +0.1%
MA
208
Montag & Associates
Georgia
$402K +$126K +3,338 +46%
ADL
209
Asset Dedication LLC
California
$400K – – –
WI
210
Wintrust Investments
Illinois
$399K +$43.5K +1,155 +12%
AT
211
Arden Trust
Delaware
$395K -$60.4K -1,602 -13%
HI
212
Harbour Investments
Wisconsin
$389K – – –
AA
213
Ancora Advisors
Ohio
$388K – – –
NWA
214
Navis Wealth Advisors
New York
$384K +$75 +2 +0%
PTC
215
Private Trust Company
Ohio
$378K +$15.7K +418 +4%
AIM
216
Aspen Investment Management
Michigan
$370K – – –
BI
217
Berkeley Inc
Idaho
$369K +$38 +1 +0%
IWM
218
IHT Wealth Management
Illinois
$358K -$3.37M -89,504 -90%
T
219
TNF
Montana
$356K -$8.92K -230 -2%
IFWM
220
Institute for Wealth Management
Colorado
$352K +$1.62K +43 +0.5%
DAS
221
Dynamic Advisor Solutions
Arizona
$348K -$12.4K -330 -3%
Invesco
222
Invesco
Georgia
$344K -$29K -771 -8%
CDIA
223
Capital Directions Investment Advisors
Georgia
$339K -$351K -9,000 Closed
JAG
224
Journey Advisory Group
Kentucky
$339K – – –
Vontobel Holding
225
Vontobel Holding
Switzerland
$337K -$4K -106 -1%
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9
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