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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$221M +$1.8M +47,257 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$179M +$3.97M +104,438 +2%
JFA
3
Johanson Financial Advisors
California
$145M +$141M +5,376,585 +3,814%
Ameriprise
4
Ameriprise
Minnesota
$135M +$4.9M +128,761 +4%
UBS Group
5
UBS Group
Switzerland
$133M +$532K +13,974 +0.4%
LW
6
Linscomb Wealth
Texas
$79.2M +$614K +16,131 +0.8%
SWM
7
SVA Wealth Management
Wisconsin
$71.4M +$1.26M +33,145 +2%
LPL Financial
8
LPL Financial
California
$61M +$1.78M +46,727 +3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$59.7M +$1.17M +30,887 +2%
Wells Fargo
10
Wells Fargo
California
$59M +$1.38M +36,333 +2%
Creative Planning
11
Creative Planning
Kansas
$53.3M +$2.64M +69,293 +5%
RJA
12
Raymond James & Associates
Florida
$41.9M -$528K -13,871 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$40.2M +$3.96M +104,109 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$40.2M +$3.24M +85,183 +9%
PFM
15
Parsec Financial Management
North Carolina
$32.5M -$5.02M -131,984 -13%
CWM
16
Connecticut Wealth Management
Connecticut
$31.4M -$650K -17,091 -2%
CAN
17
Cetera Advisor Networks
California
$28.3M +$3.72M +97,672 +15%
HNB
18
Huntington National Bank
Ohio
$27.9M -$26.8M – –
FPIS
19
Financial Planning & Information Services
Wisconsin
$27.3M +$565K +14,858 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26.1M +$1.34M +35,274 +5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$25.7M +$1.33M +35,657 +5%
IWA
22
Inspirion Wealth Advisors
Illinois
$23.3M +$86.7K +2,279 +0.4%
RTC
23
Riverview Trust Company
Washington
$20.8M +$1.13M +29,718 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19.9M -$165K -4,325 -0.8%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$18.1M +$823K +21,641 +5%
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