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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

284 hedge funds and large institutions have $1.18B invested in WisdomTree US MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 141 reducing their positions, and 43 closing their positions.

Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
5.84%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
25
Increased
80
Reduced
141
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.6M
2
LW
2
Linscomb Wealth
Texas
$67.4M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$16.1M
4
AWM
4
AE Wealth Management
Kansas
$11.9M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$6.05M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$50.5M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
UBS Group
3
UBS Group
Switzerland
$57.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$5.08M
5
RTC
5
Riverview Trust Company
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$120M 4,248,433 -257,340 -6%
Bank of America
2
Bank of America
North Carolina
$105M 3,710,208 -1,527,085 -29%
LW
3
Linscomb Wealth
Texas
$67.4M 2,377,334 +254,118 +12%
SWM
4
SVA Wealth Management
Wisconsin
$58.4M 2,062,295 +96,705 +5%
UBS Group
5
UBS Group
Switzerland
$57.4M 2,024,792 -1,023,058 -34%
Ameriprise
6
Ameriprise
Minnesota
$50.5M 1,773,056 -1,937,301 -52%
Creative Planning
7
Creative Planning
Kansas
$39.2M 1,382,921 +91,639 +7%
LPL Financial
8
LPL Financial
California
$38.7M 1,365,771 -148,227 -10%
Wells Fargo
9
Wells Fargo
California
$38.3M 1,350,447 +173,382 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.6M 1,079,309 +1,079,309 New
Osaic Holdings
11
Osaic Holdings
Arizona
$29.1M 1,026,026 +3,576 +0.3%
FPIS
12
Financial Planning & Information Services
Wisconsin
$25.8M 909,035 +115,934 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21.9M 772,245 -362,168 -32%
CAN
14
Cetera Advisor Networks
California
$20.3M 716,789 -75,678 -10%
IWA
15
Inspirion Wealth Advisors
Illinois
$18.4M 648,063 -5,868 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.9M 595,189 -92,598 -13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$16.1M 569,456 +238,103 +72%
HNB
18
Huntington National Bank
Ohio
– – – –
PA
19
Paracle Advisors
Washington
$14.7M 518,773 +87,594 +20%
AWM
20
AE Wealth Management
Kansas
$11.9M 418,962 +215,188 +106%
UCFA
21
United Capital Financial Advisors
Texas
$11.4M 403,406 +1,607 +0.4%
SS
22
Simplicity Solutions
Minnesota
$11.4M 403,186 +209,771 +108%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10.9M 383,658 -51,028 -12%
RJA
24
Raymond James & Associates
Florida
$10.6M 375,422 -254,005 -40%
PWS
25
Private Wealth Strategies
Ohio
$10.2M 360,619 +15,118 +4%
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