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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.31B invested in WisdomTree US MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 65 increasing their positions, 138 reducing their positions, and 22 closing their positions.

Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
65
Reduced
138
Closed
22
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$565K

Top Buyers

1
CWP
1
Concord Wealth Partners
Virginia
$44.1M
2
CFG
2
CMC Financial Group
Georgia
$13.5M
3
SW
3
Signify Wealth
Missouri
$12.9M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$12.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.9M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$7.47M
2
Bank of America
2
Bank of America
North Carolina
$96.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$26.9M
4
UBS Group
4
UBS Group
Switzerland
$53.6M
5
Wells Fargo
5
Wells Fargo
California
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$126M 3,618,462 -85,880 -2%
Bank of America
2
Bank of America
North Carolina
$96.5M 2,771,940 -317,087 -10%
LW
3
Linscomb Wealth
Texas
$84.4M 2,424,252 +5,902 +0.2%
Ameriprise
4
Ameriprise
Minnesota
$55.1M 1,580,677 -186,306 -11%
UBS Group
5
UBS Group
Switzerland
$53.6M 1,541,033 -255,766 -14%
CWP
6
Concord Wealth Partners
Virginia
$44.1M 1,265,449 +1,265,449 New
LPL Financial
7
LPL Financial
California
$42.9M 1,232,717 -49,786 -4%
Creative Planning
8
Creative Planning
Kansas
$42.7M 1,226,770 -100,218 -8%
Wells Fargo
9
Wells Fargo
California
$33.8M 970,963 -249,127 -20%
FPIS
10
Financial Planning & Information Services
Wisconsin
$31.8M 913,942 -16,040 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.1M 808,093 -228,106 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$26.9M 773,477 -263,796 -25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$25.5M 731,126 +74,813 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.5M 618,332 +24,250 +4%
PA
15
Paracle Advisors
Washington
$20.3M 582,139 +41,116 +8%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$18.5M 530,155 -19,832 -4%
CAN
17
Cetera Advisor Networks
California
$17.2M 493,554 -211,464 -30%
PWS
18
Private Wealth Strategies
Ohio
$15.2M 436,623 +29,947 +7%
UCFA
19
United Capital Financial Advisors
Texas
$15.1M 434,042 +11,312 +3%
KAS
20
Kestra Advisory Services
Texas
$13.9M 401,585 -63,772 -14%
CFG
21
CMC Financial Group
Georgia
$13.5M 389,135 +389,135 New
AWM
22
AE Wealth Management
Kansas
$13M 372,603 +45,484 +14%
SW
23
Signify Wealth
Missouri
$12.9M 371,751 +371,751 New
HNB
24
Huntington National Bank
Ohio
– – – –
TIA
25
Traphagen Investment Advisors
New Jersey
$12.6M 363,380 +363,380 New
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