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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $1.49B invested in WisdomTree US MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
311
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
102
Reduced
103
Closed
20
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$1.11M

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$24.9M
2
HNB
2
Huntington National Bank
Ohio
$14.8M
3
SW
3
Signify Wealth
Missouri
$13.1M
4
CCFM
4
Clear Creek Financial Management
Washington
$10.1M
5
JFS
5
JD Financial Services
Pennsylvania
$6.38M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$8.27M
2
CWP
2
Concord Wealth Partners
Virginia
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Citadel Advisors
4
Citadel Advisors
Florida
$288K
5
Creative Planning
5
Creative Planning
Kansas
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$139M 3,317,060 -154,458 -4%
Bank of America
2
Bank of America
North Carolina
$116M 2,762,176 -7,573 -0.3%
LW
3
Linscomb Wealth
Texas
$101M 2,411,386 -12,333 -0.5%
UBS Group
4
UBS Group
Switzerland
$61.9M 1,476,120 +9,878 +0.7%
FI
5
Financial Insights
Washington
$59.8M 142,431 -6,239 -4%
Ameriprise
6
Ameriprise
Minnesota
$53.1M 1,267,151 -22,392 -2%
LPL Financial
7
LPL Financial
California
$49.9M 1,188,901 +99,465 +9%
Creative Planning
8
Creative Planning
Kansas
$48.7M 1,160,236 -112,938 -9%
Wells Fargo
9
Wells Fargo
California
$40.2M 957,639 -19,862 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$39.8M 943,988 +16,328 +2%
FPIS
11
Financial Planning & Information Services
Wisconsin
$33.9M 807,438 -32,248 -4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$30.1M 717,626 -5,391 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$27.5M 655,820 +5,515 +0.8%
TIA
14
Traphagen Investment Advisors
New Jersey
$25M 595,549 +7,344 +1%
CCM
15
Coldstream Capital Management
Washington
$24.9M 593,243 +593,243 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$21.7M 518,383 +8,527 +2%
CAN
17
Cetera Advisor Networks
California
$20.9M 497,908 +35,305 +8%
AWM
18
AE Wealth Management
Kansas
$20.1M 480,063 +60,080 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19.8M 472,854 -10,426 -2%
UCFA
20
United Capital Financial Advisors
Texas
$19.6M 466,916 +22,375 +5%
KAS
21
Kestra Advisory Services
Texas
$17.9M 427,666 +12,716 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.7M 421,638 -21,724 -5%
HNB
23
Huntington National Bank
Ohio
$14.8M 27,967 +27,967 New
JFA
24
JNBA Financial Advisors
Minnesota
$14.8M 352,263 +13,149 +4%
IWP
25
IAG Wealth Partners
Wisconsin
$14.1M 335,443 -6,376 -2%
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