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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.7B invested in WisdomTree US MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
155
Reduced
98
Closed
22
Calls
$234K
Puts
$543K
Net Calls
-$309K
Net Calls Change
-$667K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$176M
2
Wells Fargo
2
Wells Fargo
California
$44.1M
3
LPL Financial
3
LPL Financial
California
$60.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M
5
CAN
5
Cetera Advisor Networks
California
$19.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.2M
2
KAS
2
Kestra Advisory Services
Texas
$20.6M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
5
MWM
5
Modera Wealth Management
New Jersey
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
201
Essex Financial Services
Connecticut
$554K -$5.96K -145 -1%
HI
202
Harbour Investments
Wisconsin
$549K +$138K +3,348 +34%
NA
203
NewEdge Advisors
Louisiana
$539K +$60.4K +5,814 +13%
SFG
204
Sowa Financial Group
Rhode Island
$538K +$1.4K +34 +0.3%
GWM
205
GSB Wealth Management
Connecticut
$535K +$535K +13,015 New
SBL
206
Sargent Bickham Lagudis
Colorado
$535K -$27.6K -670 -5%
E
207
ETFidea
New York
$534K -$3.54K -86 -0.7%
SFWC
208
Strategic Family Wealth Counselors
New Jersey
$523K +$523K +12,715 New
SS
209
Sunbelt Securities
Texas
$512K -$4.77K -116 -0.9%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$502K +$502K +12,208 New
Betterment LLC
211
Betterment LLC
New York
$499K +$26K +633 +6%
Renaissance Technologies
212
Renaissance Technologies
New York
$494K +$4.12K +100 +0.8%
WA
213
Wambolt & Associates
Colorado
$487K -$6.5K -158 -1%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$484K -$2.01K -47 -0.4%
RA
215
RFG Advisory
Alabama
$480K -$61K -1,352 -11%
IAN
216
Integrated Advisors Network
Texas
$480K +$8.19K +199 +2%
KFI
217
Key Financial Inc
Pennsylvania
$480K – – –
KIA
218
KLR Investment Advisors
Rhode Island
$478K +$478K +11,609 New
NWA
219
Navis Wealth Advisors
New York
$465K +$45.3K +1,102 +11%
HWM
220
HB Wealth Management
Georgia
$449K -$3.25K -79 -0.7%
RAM
221
Redmond Asset Management
Virginia
$443K +$2.06K +50 +0.5%
MA
222
Montag & Associates
Georgia
$440K +$1.11K +27 +0.3%
ADL
223
Asset Dedication LLC
California
$438K +$247 +6 +0.1%
DAS
224
Dynamic Advisor Solutions
Arizona
$432K +$51.4K +1,250 +14%
AA
225
Ancora Advisors
Ohio
$424K – – –
7 8
9
10 11