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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.

Holders
279
Holders Change
-5
Holders Change %
-1.76%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
20
Increased
66
Reduced
138
Closed
22
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
CI
2
CX Institutional
Indiana
$7.82M
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$5.91M
4
LB
4
Leo Brokerage
Texas
$5.07M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$89.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$107M
3
IWA
3
Inspirion Wealth Advisors
Illinois
$3.95M
4
SWM
4
SVA Wealth Management
Wisconsin
$47.9M
5
UBS Group
5
UBS Group
Switzerland
$52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M 3,704,342 -544,091 -13%
Bank of America
2
Bank of America
North Carolina
$89.3M 3,089,027 -621,181 -17%
LW
3
Linscomb Wealth
Texas
$69.9M 2,418,350 +41,016 +2%
UBS Group
4
UBS Group
Switzerland
$52M 1,796,799 -227,993 -11%
Ameriprise
5
Ameriprise
Minnesota
$51.1M 1,766,983 -6,073 -0.3%
SWM
6
SVA Wealth Management
Wisconsin
$47.9M 1,654,996 -407,299 -20%
Creative Planning
7
Creative Planning
Kansas
$38.4M 1,326,988 -55,933 -4%
LPL Financial
8
LPL Financial
California
$37.1M 1,282,503 -83,268 -6%
Wells Fargo
9
Wells Fargo
California
$35.3M 1,220,090 -130,357 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30M 1,036,199 -43,110 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$29.7M 1,037,273 +11,247 +1%
FPIS
12
Financial Planning & Information Services
Wisconsin
$26.9M 929,982 +20,947 +2%
CAN
13
Cetera Advisor Networks
California
$20.4M 705,018 -11,771 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$19M 656,313 -115,932 -15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.2M 594,082 -1,107 -0.2%
HNB
16
Huntington National Bank
Ohio
– – – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
$15.9M 549,987 -19,469 -3%
PA
18
Paracle Advisors
Washington
$15.6M 541,023 +22,250 +4%
KAS
19
Kestra Advisory Services
Texas
$13.4M 465,357 +465,357 New
UCFA
20
United Capital Financial Advisors
Texas
$12.2M 422,730 +19,324 +5%
PWS
21
Private Wealth Strategies
Ohio
$11.8M 406,676 +46,057 +13%
IWP
22
IAG Wealth Partners
Wisconsin
$9.58M 331,248 +27,722 +9%
AWM
23
AE Wealth Management
Kansas
$9.46M 327,119 -91,843 -22%
RJA
24
Raymond James & Associates
Florida
$9.45M 326,658 -48,764 -13%
SS
25
Simplicity Solutions
Minnesota
$9.15M 316,476 -86,710 -22%
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