DON icon

WisdomTree US MidCap Dividend Fund
DON

Overview Fund Activity

314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
28
Increased
117
Reduced
97
Closed
21
Calls
$327K
Puts
–
Net Calls
+$327K
Net Calls Change
+$50K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$38.6M
2
Creative Planning
2
Creative Planning
Kansas
$52.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$23.2M
5
BWM
5
BCS Wealth Management
Tennessee
$2.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$4.88M
2
SW
2
Signify Wealth
Missouri
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
CWP
4
Concord Wealth Partners
Virginia
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$137M 3,315,272 -1,788 -0.1%
Bank of America
2
Bank of America
North Carolina
$112M 2,705,422 -56,754 -2%
LW
3
Linscomb Wealth
Texas
$100M 2,420,622 +9,236 +0.4%
UBS Group
4
UBS Group
Switzerland
$60.6M 1,462,995 -13,125 -0.9%
Ameriprise
5
Ameriprise
Minnesota
$53.3M 1,286,354 +19,203 +2%
Creative Planning
6
Creative Planning
Kansas
$52.5M 1,267,690 +107,454 +9%
LPL Financial
7
LPL Financial
California
$49.6M 1,197,809 +8,908 +0.7%
Wells Fargo
8
Wells Fargo
California
$40.1M 966,712 +9,073 +0.9%
FPIS
9
Financial Planning & Information Services
Wisconsin
$38.6M 930,278 +122,840 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.7M 806,437 -137,551 -15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.5M 686,685 -30,941 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.5M 664,523 +8,703 +1%
CCM
13
Coldstream Capital Management
Washington
$24.9M 600,547 +7,304 +1%
AWM
14
AE Wealth Management
Kansas
$23.2M 560,351 +80,288 +17%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$22.9M 551,889 +33,506 +6%
CAN
16
Cetera Advisor Networks
California
$20.3M 489,256 -8,652 -2%
UCFA
17
United Capital Financial Advisors
Texas
$19.9M 480,776 +13,860 +3%
KAS
18
Kestra Advisory Services
Texas
$19.7M 475,302 +47,636 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19.6M 472,190 -664 -0.1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.2M 462,004 +40,366 +10%
JFA
21
JNBA Financial Advisors
Minnesota
$16.2M 391,308 +39,045 +11%
HNB
22
Huntington National Bank
Ohio
$14.5M 29,500 +1,533 +5%
IWP
23
IAG Wealth Partners
Wisconsin
$14.2M 342,375 +6,932 +2%
RJA
24
Raymond James & Associates
Florida
$13.8M 333,256 +9,326 +3%
KeyBank National Association
25
KeyBank National Association
Ohio
$13.8M 332,514 +19,968 +6%
1
2 3 4 5