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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
–
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
143
Reduced
131
Closed
28
Calls
$865K
Puts
$984K
Net Calls
-$119K
Net Calls Change
+$190K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
LPL Financial
3
LPL Financial
California
$67.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.2M
5
UBS Group
5
UBS Group
Switzerland
$73.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
KAS
3
Kestra Advisory Services
Texas
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
CWM
5
Connecticut Wealth Management
Connecticut
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
201
Heritage Trust
Oklahoma
$556K -$149K -3,635 -21%
CASB
202
Cape Ann Savings Bank
Massachusetts
$555K -$7.79K -190 -1%
OPS
203
Orion Portfolio Solutions
Nebraska
$541K +$170K +4,159 +46%
BCI
204
Brinker Capital Investments
Pennsylvania
$541K +$541K +13,195 New
E
205
ETFidea
New York
$532K +$82 +2 +0%
SFWC
206
Strategic Family Wealth Counselors
New Jersey
$526K +$5.41K +132 +1%
SFG
207
Sowa Financial Group
Rhode Island
$523K -$12.3K -301 -2%
Betterment LLC
208
Betterment LLC
New York
$518K +$20.3K +496 +4%
EFS
209
Essex Financial Services
Connecticut
$517K -$35.4K -864 -6%
NWA
210
Navis Wealth Advisors
New York
$516K +$53.2K +1,297 +11%
ADL
211
Asset Dedication LLC
California
$503K +$68.6K +1,677 +16%
SS
212
Sunbelt Securities
Texas
$502K +$242 +6 +0%
KIA
213
KLR Investment Advisors
Rhode Island
$492K +$16.3K +397 +3%
IAN
214
Integrated Advisors Network
Texas
$486K +$7.34K +179 +2%
WA
215
Wambolt & Associates
Colorado
$478K -$7.34K -179 -2%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$466K +$82 +2 +0%
WWM
217
Western Wealth Management
Colorado
$449K -$105K -2,556 -19%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$448K -$1.16M -28,238 -72%
HWM
219
HB Wealth Management
Georgia
$447K – – –
RAM
220
Redmond Asset Management
Virginia
$433K -$8.32K -203 -2%
RA
221
RFG Advisory
Alabama
$431K -$5.08K -124 -1%
DAS
222
Dynamic Advisor Solutions
Arizona
$428K -$2.5K -61 -0.6%
AA
223
Ancora Advisors
Ohio
$423K – – –
WEG
224
World Equity Group
Illinois
$418K +$418K +1,103 New
PTC
225
Private Trust Company
Ohio
$417K – – –
7 8
9
10 11