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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

355 hedge funds and large institutions have $1.6B invested in WisdomTree US MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 17 closing their positions.

Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
141
Reduced
120
Closed
17
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$8.27M
2
SSB
2
Sandy Spring Bank
Maryland
$12.6M
3
CCM
3
Coldstream Capital Management
Washington
$34M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AF
5
Allworth Financial
California
$5.63M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$341K
2
TCWA
2
Ten Capital Wealth Advisors
Washington
$2.61M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.52M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.03M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$159M 3,574,730 +137,969 +4%
Bank of America
2
Bank of America
North Carolina
$136M 3,053,452 +96,782 +3%
LW
3
Linscomb Wealth
Texas
$110M 2,468,903 +52,018 +2%
UBS Group
4
UBS Group
Switzerland
$67.6M 1,520,954 +30,550 +2%
Ameriprise
5
Ameriprise
Minnesota
$63.3M 1,423,977 +85,145 +6%
Creative Planning
6
Creative Planning
Kansas
$61.8M 1,391,819 +94,572 +7%
LPL Financial
7
LPL Financial
California
$55.5M 1,250,288 +24,010 +2%
FPIS
8
Financial Planning & Information Services
Wisconsin
$45.3M 1,018,940 +51,123 +5%
Wells Fargo
9
Wells Fargo
California
$36.5M 821,895 +18,562 +2%
CCM
10
Coldstream Capital Management
Washington
$34M 765,579 +151,758 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$29.3M 660,176 +9,835 +2%
AWM
12
AE Wealth Management
Kansas
$29M 653,219 +25,889 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$28.8M 647,945 +6,917 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25.2M 567,074 +80,214 +16%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$23.6M 531,851 -13,678 -3%
UCFA
16
United Capital Financial Advisors
Texas
$22.6M 508,762 +12,791 +3%
KAS
17
Kestra Advisory Services
Texas
$22.5M 506,921 +82,298 +19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$17.6M 397,043 +42,677 +12%
KeyBank National Association
19
KeyBank National Association
Ohio
$17.6M 395,103 +40,694 +11%
JFA
20
JNBA Financial Advisors
Minnesota
$16.7M 375,227 -43,524 -10%
IWP
21
IAG Wealth Partners
Wisconsin
$16.5M 371,030 +11,428 +3%
HNB
22
Huntington National Bank
Ohio
– – – –
RJA
23
Raymond James & Associates
Florida
$15.7M 353,778 -606 -0.2%
Osaic Holdings
24
Osaic Holdings
Arizona
$14.5M 761,672 -15,824 -2%
SSB
25
Sandy Spring Bank
Maryland
$12.6M 283,972 +183,517 +183%
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