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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
+$342K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$43.2M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$23.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.7M
5
OMC
5
Old Mission Capital
Illinois
$2.97M

Top Sellers

1
CWP
1
Concord Wealth Partners
Virginia
$18.4M
2
CFG
2
CMC Financial Group
Georgia
$0
3
SW
3
Signify Wealth
Missouri
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 3,471,518 -146,944 -4%
Bank of America
2
Bank of America
North Carolina
$112M 2,769,749 -2,191 -0.1%
LW
3
Linscomb Wealth
Texas
$98M 2,423,719 -533 -0%
UBS Group
4
UBS Group
Switzerland
$59.3M 1,466,242 -74,791 -5%
Ameriprise
5
Ameriprise
Minnesota
$53.4M 1,289,543 -291,134 -18%
Creative Planning
6
Creative Planning
Kansas
$51.5M 1,273,174 +46,404 +4%
LPL Financial
7
LPL Financial
California
$44M 1,089,436 -143,281 -12%
CWM
8
Connecticut Wealth Management
Connecticut
$43.2M 588,045 +356,130 +154%
Wells Fargo
9
Wells Fargo
California
$39.5M 977,501 +6,538 +0.7%
Osaic Holdings
10
Osaic Holdings
Arizona
$37.7M 927,660 +154,183 +20%
FPIS
11
Financial Planning & Information Services
Wisconsin
$33.9M 839,686 -74,256 -8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$29.2M 723,017 -85,076 -11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$26.3M 650,305 -80,821 -11%
PA
14
Paracle Advisors
Washington
$23.9M 590,197 +8,058 +1%
TIA
15
Traphagen Investment Advisors
New Jersey
$23.8M 588,205 +224,825 +62%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$20.6M 509,856 -20,299 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.5M 483,280 -135,052 -22%
CAN
18
Cetera Advisor Networks
California
$18.7M 462,603 -30,951 -6%
CWP
19
Concord Wealth Partners
Virginia
$18.4M 454,361 -811,088 -64%
UCFA
20
United Capital Financial Advisors
Texas
$18M 444,541 +10,499 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.9M 443,362 +207,819 +88%
AWM
22
AE Wealth Management
Kansas
$17M 419,983 +47,380 +13%
KAS
23
Kestra Advisory Services
Texas
$16.8M 414,950 +13,365 +3%
IWP
24
IAG Wealth Partners
Wisconsin
$13.8M 341,819 -1,065 -0.3%
JFA
25
JNBA Financial Advisors
Minnesota
$13.7M 339,114 +17,782 +6%
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