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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.19B invested in WisdomTree US MidCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-46
Holders Change %
-13.14%
% of All Funds
6.72%
Holding in Top 10
11
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-45%
% of All Funds
0.24%
New
28
Increased
108
Reduced
125
Closed
69
Calls
–
Puts
$239K
Net Calls
-$239K
Net Calls Change
-$585K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.49M
2
Ameriprise
Ameriprise
Minnesota
+$3.9M
3
NFG
NewFocus Financial Group
Washington
+$3.17M
4
SF
Synovus Financial
Georgia
+$2.67M
5
JFA
JNBA Financial Advisors
Minnesota
+$2.3M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$130M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$40.2M
3
HNB
Huntington National Bank
Ohio
-$27.9M
4
CCP
Cardan Capital Partners
Colorado
-$15.2M
5
Bank of America
Bank of America
North Carolina
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$127M -$13.9M -576,201 -10%
Morgan Stanley
2
Morgan Stanley
New York
$109M -$4.53M -187,360 -4%
Ameriprise
3
Ameriprise
Minnesota
$89.6M +$3.9M +161,404 +5%
UBS Group
4
UBS Group
Switzerland
$73.6M -$10.8M -449,009 -13%
LW
5
Linscomb Wealth
Texas
$51.3M +$993K +41,093 +2%
SWM
6
SVA Wealth Management
Wisconsin
$47.5M +$2.15M +88,819 +5%
LPL Financial
7
LPL Financial
California
$36.6M -$2.14M -88,725 -6%
Creative Planning
8
Creative Planning
Kansas
$31.2M -$2.66M -110,149 -8%
Wells Fargo
9
Wells Fargo
California
$28.4M -$9.03M -373,720 -24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.4M +$1.87M +77,195 +7%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$25.9M -$10M -439,904 -28%
Osaic Holdings
12
Osaic Holdings
Arizona
$23.9M +$23.9M +1,022,450 New
FPIS
13
Financial Planning & Information Services
Wisconsin
$19.2M +$1.82M +75,216 +10%
CAN
14
Cetera Advisor Networks
California
$19.1M +$1.17M +48,281 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16.6M +$22.5K +932 +0.1%
IWA
16
Inspirion Wealth Advisors
Illinois
$15.8M +$999K +41,361 +7%
RJA
17
Raymond James & Associates
Florida
$15.2M -$11.4M -472,913 -43%
HNB
18
Huntington National Bank
Ohio
$15.1M -$27.9M – –
RTC
19
Riverview Trust Company
Washington
$13.4M +$151K +6,230 +1%
PFM
20
Parsec Financial Management
North Carolina
$13.3M -$7.36M -304,617 -36%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$10.5M +$1.46M +60,435 +16%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.5M -$2.18M -90,070 -17%
PA
23
Paracle Advisors
Washington
$10.4M +$108K +4,465 +1%
UCFA
24
United Capital Financial Advisors
Texas
$9.71M +$341K +14,111 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$8.63M +$8.49M +351,379 +5,920%
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