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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

346 hedge funds and large institutions have $1.58B invested in WisdomTree US MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 26 closing their positions.

Holders
346
Holders Change
+32
Holders Change %
+10.19%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
65
Increased
126
Reduced
92
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11M
4
MPW
4
Melone Private Wealth
Michigan
$9.27M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.6M
2
CAN
2
Cetera Advisor Networks
California
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$35.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$152M 3,436,761 +121,489 +4%
Bank of America
2
Bank of America
North Carolina
$131M 2,956,670 +251,248 +9%
LW
3
Linscomb Wealth
Texas
$107M 2,416,885 -3,737 -0.2%
UBS Group
4
UBS Group
Switzerland
$66.1M 1,490,404 +27,409 +2%
Ameriprise
5
Ameriprise
Minnesota
$59.4M 1,338,832 +52,478 +4%
Creative Planning
6
Creative Planning
Kansas
$57.5M 1,297,247 +29,557 +2%
LPL Financial
7
LPL Financial
California
$54.4M 1,226,278 +28,469 +2%
FPIS
8
Financial Planning & Information Services
Wisconsin
$42.9M 967,817 +37,539 +4%
Wells Fargo
9
Wells Fargo
California
$35.6M 803,333 -163,379 -17%
Osaic Holdings
10
Osaic Holdings
Arizona
$34.6M 777,496 -28,941 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$28.8M 650,341 -14,182 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28.4M 641,028 -45,657 -7%
AWM
13
AE Wealth Management
Kansas
$27.8M 627,330 +66,979 +12%
CCM
14
Coldstream Capital Management
Washington
$27.2M 613,821 +13,274 +2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$24.2M 545,529 -6,360 -1%
UCFA
16
United Capital Financial Advisors
Texas
$22M 495,971 +15,195 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21.6M 486,860 +14,670 +3%
KAS
18
Kestra Advisory Services
Texas
$18.8M 424,623 -50,679 -11%
JFA
19
JNBA Financial Advisors
Minnesota
$18.6M 418,751 +27,443 +7%
IWP
20
IAG Wealth Partners
Wisconsin
$16M 359,602 +17,227 +5%
KeyBank National Association
21
KeyBank National Association
Ohio
$15.7M 354,409 +21,895 +7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$15.7M 354,366 -107,638 -23%
RJA
23
Raymond James & Associates
Florida
$15.7M 354,384 +21,128 +6%
HNB
24
Huntington National Bank
Ohio
– – -29,500 Closed
IWM
25
IHT Wealth Management
Illinois
$14.7M 331,955 +324,069 +4,109%
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